Skip to content

CommunitySuite Idea Lab

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1100 results found

  1. Number of profiles in campaigns

    The new campaign update no longer shows how many profiles are in the campaign. I think this should be added back.

    27 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Campaigns  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Need Options for Household Choice on Donation portal

    It would be helpful to have options for the new household choice on the donation portal --

    EITHER an option to provide guidance on what to include in the household name (we have found that people are just entering the last name with no first names and we always include first names with the last name on the household).

    OR the option to disable the household option on the donation portal. We are finding this is not really saving us much time. What we found in the past, when people wanted the donation to show both names, they will add…

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    The following enhancement was released on 10/18/2023:  NOTE:  This must be enabled in Donation>Settings to allow online donations from a Household.  

    Donations: Added a new setting for Donations. This will allow clients to enable the Household giving option on the Donation Portal. This will be a new Setting labeled: Enable Household Giving. Clients will need to enable this option for the Household Radio button to appear on the Donation Portal.

  3. Bulk remove profiles from a campaign

    The latest update has removed the capability to add a filter and remove profiles (in bulk) from a campaign. I utilize this to clean up every mailing list/event list to catch those that may have been brought in that are inactive/deceased/do not mail or if I only want individuals/households and not organizations (for example).

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Campaigns  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Exclude prefix from profile search

    I want to be able to search by "Smith, Joe" without having to type in "Smith, Mr. Joe". The profile search used to let me put in "Smith, Joe" but since the latest update it no longer does, and when you are trying to link a profile or search for profile from donation page it doesn't ignore prefix there either. I don't always know whether the person is a Ms. Miss, Mrs. etc, so it consumes time looking through the list for the correct profile.

    31 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…

  5. Donation Page says "show all funds". It should say "show additional funds"

    At the bottom of the donation page the link to show additional funds says "show all funds". We do not make all of our funds accessible for online donations. Please update this language to say "show additional funds".

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Profiles - May Release Feedback

    For the new look on Profile, the Details tab should be the first tab (not the 3rd tab) and the default tab open/highlighted. Then Relationships, Engagement, Files and Notes.

    Designations: Those that are enabled, should all display at the top (currently the list is static, so there could be some designations that do not apply and then some that do apply). Confusing to look at.

    Custom Fields: Should align directly under the Details box or the Phones box. Right now there is a bunch of space between Details and Custom fields (when you have address, emails and a bunch of…

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Implemented  ·  7 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. ALL funds to show in the drop down-list, instead of ONLY Promoted funds

    Fund Advisors cannot submit internal grants to other funds unless the receiving fund is being promoted.
    We would like Fund Advisors to be able to submit internal grants to any fund, but we do not want to promote all funds.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. profile tabs

    Now that Relationships, Engagements, Files, and Notes are hidden behind tabs, it would be helpful if there was a way to tell if there was data in those sections WITHOUT having to click on them (e.g., If there are no Notes, the tab could be grayed out, or if there are notes a number in parentheses to indicate how many notes exist.)

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    • 6/22/2023:Profiles: Resolved an issue with case sensitivity not applying with editing addresses on a profile. Added a number to indicate how many notes/files are in a tab. Added website to the profile merge.
  9. Grant "request" tab

    It would be most helpful to see notes to staff when viewing listed grants on screen. Some notes include details needing immediate attention in regard to the timeliness of processing the grant recommendation. As of now, the only way to see these notes is by selecting each one individually and checking to see if there are any notes. Even when a report is created, it does not include all notes for some reason. And the report only applies after the grants have been moved to the New bucket.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    This was released on 2/28/2024:

    Notes: Added the ability to share a note. When adding a note, users will see a new checkbox: Share. This will allow users to share a note with the different personas on the Portal. This functionality is complete in the backed of CSuite but NOT completed on the Portal. Currently, if a user shares a note on a grant it will display on the the grant record in the Fund Advisor portal, but no other notes will appear in the Fund Advisor Portal.

  10. Grant: Allow files to stay attached with recurring grants

    Recurring Grants

    We have the option to save a file attachment to a recurring grant that is created. However, the attachment does not merge/carry over once the grant is created. It only remains on the recurrent grant, which is not helpful when the documentation is needed on the individual grant level as well. Please consider allowing important documents to be attached with grants that are created from the recurring grant list.

    39 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Add a column to 'Profiles> List by Date' to show if the profile was created by online checkout

    Add a column to the Profiles> List by Date report so it shows whether the profile was created via the online checkout or created manually.

    18 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. lee.omer@jcfmontreal.org

    Creating a dropdown list for a fund advisor to choose among all other advisors who the GRANT ADVISOR should be for a grant created on the portal. In other words, the fund advisor logging in with his own profile is submitting a grant on behalf of another person listed on the fund who has a different profile.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    There is an option in a Fund record to allow additional advisors.  This is found in a fund record, under the settings tab.  This can also be done in bulk.  Here is a snippet from the Fund help article:  Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.  This does not need to be selected to have more than one fund advisor setup on a fund.

  13. NEW CHECK WORKFLOW: Print Grant Checks in Alphabetical Order

    It would be great to have the grant checks go back to printing in alphabetical order. Or at least have an option for us to choose how we would like to have the checks printed. With the checks printing in order of the grant IDs, it is making it very difficult to sort or find certain checks in the stack once printed.

    38 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Releasing 2.6.2023 Checks: Resolved an issue with check not printing alphabetically. Checks will now print alpha by vendor, vendor voucher date, voucher id. Added the ability to disable grant letters per check batch, using the checkbox Do Not Attach Documents. This will not attach grant/scholarship letters, but still allow clients from the grant document bucket to print, email, download letters in bulk.https://www.loom.com/share/f8a1ad5e10fc4e4da85ee17846d0a575

  14. NEW CHECK WORKFLOW: add fund to the table when selecting voucher for check processing

    New Check Process: IMPORTANT - the columns no longer show the FUND the checks are being written from. This could cause major errors for us. We easily know which checking account to use based on the fund of the check. Please add this column back to the PAY VOUCHERS area!

    33 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Donors dashboard - add drilldown to profiles in data

    Hi, Donors dashboard is fantastic. It would be nice if the number of donors, new donors, lybunt, and sybunt is active. We will have the list of donors' names and profiles, or other reports when we click on the number.

    18 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    • 11/21/2023: Dashboards: Added drillable fields to the remaining dashboards: Opportunities, Campaigns, Grants, Grantees, Vendors, Vouchers, Scholarships, Students. Users will now be able to drill down from the charts, graphs, and number to see the custom reports from where the data is populated. Users will see that the mouse will turn into a pointer on the fields that are drillable.
  16. optional grant letter

    When processing an internal or external grant, there should be an option to turn off the grant letter template. Most of our external grants need letters pulled, however, about half of our internal grants (and an occasional external grant) do not need letters. With the update made on 1-18-23 we can turn it off but that would turn off all letters, right? We need an option to turn it off when it's not needed but keep it on when it is. Just like with the tax receipts. There's an option to turn off the tax-receipt. Why can't we have that…

    26 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. New Profile Look/Notes

    With the new look of Profiles, we're suggesting that the Notes Tab have some kind of notification to alert you that a note or notes exist. It used to be readily visible below. Now you're forced to open every single tab to get an accurate account of the profile. Maybe show a number on the tab of how many notes are there or possibly change the color of the tab to alert someone to check the tab.

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Notes/Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. New Grant Process - Checkbox to decline grant document creation

    Please enable a checkbox to decline or STOP the creation of a grant document. Many of our internal grants do not need a grant document created but we have no way to turn these off. It add several extra steps to delete the letter which is not applicable.

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Ability to tag merge profiles that don't appear in Engagement tab

    To my knowledge we can only tag merge profiles that appear in the Engagement tab on a profile. It would be helpful if there was a way to tag two profiles for merging that don't appear in the engagement tab.

    We like using the tag merge feature so staff can recommend records to merge so other staff who are assigned that ability can make the determination to do so. Sometimes we find records that we think might be duplicates that don't appear under Engagement which would make this feature helpful.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Archive option for Scholarship page

    Create an option to archive closed scholarships on the main CSuite scholarship list page. This will help clean up everyone's list to make it only active scholarships while still preserving historical scholarship/ fund data.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    An option to close a scholarship was released on 2/9/2024 this year.  Here is the release note:

    Scholarships: Added Bulk Close or Bulk Open the to List of Scholarships. The two new left-side menu items, Close and Open, can be found in Scholarships and then Scholarships. Once a user has applies a filter to the list of scholarships, then they can use the bulk action. There is also new bulk actions in the Scholarship Paid Bucket to allow user to select which Scholarship Awards to move from the Paid bucket to the Completed bucket.
    No Permissions have been changed with these updates.

  • Don't see your idea?

Feedback and Knowledge Base