968 results found
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Tribute bucket shows number of tributes needing to be sent in parentheses
Tribute bucket in donations should show the number of tributes needing to be sent in parentheses at the top of the page, next to the word Tribute, similar to the Receipt bucket and how it shows the number of donations that are done being reviewed and need their tax receipt sent.
30 votes -
campaigns
When editing a Campaign and go to delete, keep the screen where you left off instead of it bouncing back to the beginning of the campaign
7 votes -
Record of steps used to build campaign
We will often build campaigns by adding/removing profiles based on the same parameters used in an earlier campaign, though the profiles themselves differ based on data updates: e.g. invitations to our annual reception, generating the e-newsletter mailing list. There are usually several steps required to correctly add profiles to these campaigns; we have been writing them down and recording them as notes attached to the campaigns (e.g. "filter profiles by profile type id=xyz and add as household; then filter donations by last donation date<xyz and remove from campaign," etc.) It would be wonderful if CSuite could record these steps for…
3 votes -
Receiving a notification for guest's name updates
It would be great if we received a notification when the registrar adds or edits a guest's name. It is beneficial to update the name tags.
10 votes -
Electronic Checks Post All
It would be helpful if there was an option to "post all" electronic checks instead of having to go into each one individually to post. We book all our ACH payments as electronic checks, but don't post them until we clear the bank statements, but we have to go into each electronic check individually to post.
4 votes -
Multiple note types on one note
Want to be able to add more than one type to a note. Sometimes the note involves two activities, we currently create two notes. One note with multiple types attached would be better. Thank you!
7 votes -
Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
7 votes -
Allow notes to be added to closed funds
We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.
13 votes -
Make Linked Individuals Reportable
The new functionality for linking more than one individual to an org profile is great! But we need the ability to report on it. This is a huge help in creating mailing lists, but we can't use it if we can't report on it. Thanks!
2 votes -
Profile Information Updates via RSVP'S
When campaigns are created for events, and a linked is shared to RSVP, is it possible, for people who RSVP with demographic information, for CSuite to identify if they already have a profile in our system? And if so, could it prompt them to update their demographic information in there profile?
2 votes -
Review all letters in CSuite similar to the Fund Statement review function
Implement the same viewing and reviewing capabilities that exist for fund statements for all letters including tax receipts, grant letters, and award letters—possibly adding the send option after it is reviewed.
9 votes -
User Sign In: Always include "Forgot Password" link on login page
The "Forgot Password" link on the login page only appears after a user has a failed login attempt - but it should be present on the login screen always.
Many staff members know they've forgotten their password and thus don't even bother trying to log in. This leads to a significant number of calls to our internal helpdesk, and we always have to tell users "it's a dumb thing that Foundant does, but you'll need to have at least one failed login attempt and then you can reset your password." This is how the first encounter with CSuite goes for…
8 votes -
Transfer Requests
It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what…
2 votes -
Donation Notes/Purpose in Giving Hub
For the Donation Notes Label in the Giving Hub - Is there a way to expand the character max or at least show all of the words? It is cutting off the limited amount. Ideally, we would love to use a drop down for folks to choose purpose of donation. (ex. Sponsorship, Mitzvah Moment, Board Contribution, General Support, Event Ticket, Registration, etc)
2 votes -
Editable Unique URL for Funds
It would be great to have the option to customize the fund URLs so they are more donor-friendly and better reflect the fund name. Instead of a URL like /create/fund?funit_id=xxxx, it would be nice to have something like /donate/EarlyChildhoodEducation.
1 vote -
fund statement permissions
It would be helpful to have the ability to choose different fund statement types for Fund Advisors who advise on multiple funds.
Example: John Doe's statement type is set to online. He is a Fund Advisor for Doe Family Fund and Designated Fund for ABC School. John needs to be able to view online information and make grant recommendations in the fund advisor portal for the Doe Family Fund. He needs to receive an emailed statement for the Designated Fund for ABC School but because of his role should NOT have access to see fund information online.
3 votes -
Distribution Rounding
It would be helpful if we could select more rounding options for distributions, particularly a $500 round. A $250 round might also be beneficial.
2 votes -
Grant Letter Email Subject
Create Grant letter email subject in Grant Content so we can edit the subject line when sending Grant letters
4 votes -
llavictoire@cfok.org
In Reports - Change "Label" field to "Mailing Label" to make it consistent with how it appears on the profile. "Label" is confusing and hard to find... like most fields in Reports :P
1 vote -
Same Beneficiary, Different Purpose
Ability to add a grantee as a beneficiary to a fund more for more than once would be helpful. We have several funds in which the same grantee is designated for two very different purposes and different percentages. The current text field isn't large enough to account for multiple purposes, and having two separate line items would create the individual spendable grants when creating them in bulk, which would be extremely helpful.
9 votes
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