1121 results found

1. campaigns

   Have the option to enter a profile id number to add them to the invitee list.

   3 votes

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Currently you can use the add to campaign action from the individual profile to accomplish this.  

2. Distribution

   Ability to run distribution calculations by fund.

   8 votes

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3. Fund Name in Tax_Receipt Templates

   When generating templates for tax_receipts, a fund name fields exists. This automatically pulls the Public Name of the fund. It would be nice to have the option to include the fund's legal name as entered in the system.

   2 votes

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   Implemented  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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4. Ongoing Campaigns

   It would be nice to have the ability to leave a campaign date open. We have situations when the campaign is ongoing. Putting an end date closes it. The work around that we have been doing is to put a far future date in to avoid the campaign closing. Not ideal. Thanks for considering.

   8 votes

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   4/5/2023:Campaigns:  Enhanced the campaign workflow to help with the tracking of events and mailings.  Each campaign will now be associated by type.  Campaign types are event, marketing or historical.  The assigned type will drive different campaign functionality.  A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign.  Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents.  Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation.  Campaigns will still be managed by user defined categories and can be archived within the category list.  The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand menu action items.   The campaign name, logo, description and dates will remain static at the top of tab as a User navigates from tab to tab.

   From the main tab, users can see the start and end date of a campaign, goals, total rsvp’s, total seats available, and create financial reports for the campaign in the left hand menu.  The notes tab will  be a place to easily find notes associated with the campaign.  The files tab will allow users to manage any files attached to the campaign.  The profiles tab will hold the list of invitees, rsvp's, and attendance for the campaign.  If the campaign is an event, three additional tabs will appear; tickets, groups and requests.  The ticket tab will allow users to set up individual tickets, pricing and track ticket sales.  The groups tab will allow users to group guests together. The request tab will have the same functionality to allow clients to track different requests for the campaign.

   Tickets have additional enhancements.  Tickets can now have a non-donation revenue and donation revenue account and a unique start and end date.  A ticket receipt template can be set for each ticket type, and be assigned to a different fund from the main campaign.  Each ticket can have it’s own number of seats available and clients can now track number of seats available from the individual tickets.  Free tickets will also no longer appear on the donation portal as $0.00 tickets.  When selling a ticket from the ticket tab, you can now chose to create a receivable for a guest.  This will allow the foundation to send an invoice. Foundations will also be able to select a ticket notify person from the foundations user list, with this enabled the user will receive an email with the name of the guest and number of tickets purchased for the event.

   When using the update profiles within the profile tab, there are additional filters available for adding profiles to a campaign. For example, when selecting a donation filtered list the new options will be: Add the profile list unmodified, choose household members as guest, add all non-household profiles, or cancel.  The add the profile list unmodified will add the household profile and individual/org profiles. Choosing household members as guest will add the household profile to the list allowing the user to choose which household members will be added as guests. Add all non-household profiles add profiles to the list as follows:  If a profile is a household, add just the members of the household. If a profile is a member of a household, add all other members of that household. If a profile is not part of a household or is an org, it is added. No profiles are added as guests. No household profiles are added. Cancel will allow the client just to start over.

   To the main tab, we have added a goal for the campaign, total donations, total pledges, and total invoices.  From the main tab, clients can all see the number of seats available, sold for the event, and total ticket sales; along with RSVP and attendance information.  In addition, there is an option for an internal description on the main tab. From the main tab left hand menu, a user can now copy a campaign, this will allow foundations to easily set up a new campaign with the same criteria as the copied campaign and then add profiles. There is also a delete option from the main tab that will allow clients to delete a campaign, as long as there are not any profiles attached.

   Mailchimp can be linked or unlinked from the left-side menu on the details bucket.  Once linked, the Mailchimp Tag  will appear on the details information. You can select the Tag to see the emails and the subscribe or unsubscribe from Mailchimp. You will also sync to Mailchimp using to the Tag link. There will also be an event log on the left-side menu from within the Tag information.

   4/5/2023:Campaigns:  Enhanced the campaign workflow to help with the tracking of events and mailings.  Each campaign will now be associated by type.  Campaign types are event, marketing or historical.  The assigned type will drive different campaign functionality.  A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign.  Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents.  Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation.  Campaigns will still be managed by user defined categories and can be archived within the category list.  The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand menu… more

5. Voucher Date

   Right now in grants, the voucher date defaults to the date it is created. It would be really helpful if we were able to define this date instead. For example, all of our scholarships have a July grant date because that's when they will be paid, but because of the large volume we process, the vouchers were created ahead of time in June. This means the voucher predates the actual grant. The opposite of this happens when we're entering grants for our supporting organizations after they've already occurred. For example, at the end of a quarter, we enter grants made in the previous quarter for the supporting organization. But since the voucher isn't created until the date it's entered, we have to manually change it on each grant to match up with the grant date. Please consider allowing the option to select the voucher date or use the grant date for the voucher. Thanks for considering!

   Right now in grants, the voucher date defaults to the date it is created. It would be really helpful if we were able to define this date instead. For example, all of our scholarships have a July grant date because that's when they will be paid, but because of the large volume we process, the vouchers were created ahead of time in June. This means the voucher predates the actual grant. The opposite of this happens when we're entering grants for our supporting organizations after they've already occurred. For example, at the end of a quarter, we enter grants made… more

   7 votes

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   Implemented  ·  0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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6. scholarships

   Preparing GAAP financial statements requires that the portion of scholarships that are not scheduled for payment within one year be classified as NON current liabilties. It would be very helpful to have an aging report for scholarships payable. If there is a report available showing scheduled payment dates, please direct me accordingly. Thank you.

   6 votes

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   0 comments  ·  Scholarships/Students  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   A Historical AP report returns a Scholarship aging report by year.  Navigate to Accounts Payable, select Historical AP from the left side menu, then select the date.  

7. bank reconciliation- Select all button

   Adding a "select all items button to bank reconciliation

   14 votes

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8. Sorting tax receipts by fund group/division for bulk processing

   Currently, while we can have different templates available for each fund group/division, we cannot separate/sort the generated tax receipts by any functional method aside from Donation ID#.

   The checkboxes that allow us to choose the receipts we want to process means we have to maintain separate lists of the donation ID#s for each division/group - and check them one by one by one by one by one ... which, when we're dealing with multiple divisions/fund groups/affiliates, makes it incredibly tedious and much LESS efficient than moving tax receipt processing and merging outside of CSuite. (I think this is also the problem when processing grant checks - no way to choose or sort by division/group/affiliate, only by grant ID#.)

   Even if there were a way to select different receipt 'groups' similar to how we select for Fund Statement generation - group, subgroup, fund division!!

   It would be such a great improvement to be able to filter in the Tax Receipt area on ANY meaningful criteria during the tax receipt processing.

   Currently, while we can have different templates available for each fund group/division, we cannot separate/sort the generated tax receipts by any functional method aside from Donation ID#.

   The checkboxes that allow us to choose the receipts we want to process means we have to maintain separate lists of the donation ID#s for each division/group - and check them one by one by one by one by one ... which, when we're dealing with multiple divisions/fund groups/affiliates, makes it incredibly tedious and much LESS efficient than moving tax receipt processing and merging outside of CSuite. (I think this is also the… more

   4 votes

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   You can now use filters to accomplish sorting by fund groups, subgroups, etc..then load the filters each time.

9. Undo marking tribute sent

   We have had several instances where we inadvertently mark a tribute as sent. It would be great if there was an undo button. The clickable links are one on top of the other so it's easy to misalign the mouse and click.

   • 

   6 votes

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/20/2023; Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/20/2023; Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow… more

10. Filter out internal grants in

    Please add the ability to filter out Internal Grants when running a Check custom report. Thank you!

    4 votes

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    You can select this as a filter

11. Fund Statements - One PDF for ALL statements regardless of statement type

    We would like to have one pdf of all the fund statements for the quarter as a backup. Unfortunately, the "Print All" option on Fund Statements only produces a pdf for those funds with "paper" statement type. The only way to get a pdf for those funds with "online" statement type would be individually downloading them one by one....not practical. Please provide a way to "Print All" regardless of statement type.

    5 votes

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12. Fund Name merge field in fund_statement_review_email_body

    It would be very helpful to have the option for additional merge fields in the system content fundstatementreviewemailbody.
    Specifically, at least {fund name} would be helpful as well as others.
    We have advisors that receive statements from multiple funds and without fund name in the email body, it is going to appear that they are just getting the same email multiple times. If fund name were included, they could recognize they are getting an email for each fund the advise.

    13 votes

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    0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    The following was released on 3/4/2024:

    Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
    
    Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
    
    Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
    
    No permission changes with this release.

13. ACH Vendor batch Email

    I have been paste and copying the Check Id detail attachment content and emailing vendors from CSuite. I though they woul want to be alerted about the ACH payments they can expect . It would be nice to be able to do that from the check batch . A similar process to how we can email grant and scholarship recipents letters .

    9 votes

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    Implemented  ·  1 comment  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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14. Can you please give us the option to mark Organizations as Inactive?

    We have quite a few businesses in our database that are no longer in existence. Can you please give us the option to mark these records as Inactive just as we are able to for Individuals?

    I'd like to run a report where I didn't have to drill down into mailing addresses to determine if a record was still active. Also, an inactive mailing address does not indicate that a business has closed, it can also indicate that the business has moved.

    20 votes

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15. multiple fund advisors grant request

    Could there be a function when creating a grant request from a donor advised fund or an endowment distribution where more than one fund advisor must create or approve the request.

    4 votes

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16. hide columns in bulk edit

    Bulk fund edit is great but it would be nice to be able to hide columns like Excel can so the fund name (or short name) is visible along with columns to the far right of it.

    19 votes

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17. recurring grant log

    Most records in Csuite have a log which is awesome, however recurring grants do not (yet). Please add a log to recurring grants so we can see internally who created or updated those records. Thanks!

    16 votes

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    Implemented  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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18. edit completed task

    Should be able to edit a completed task.

    16 votes

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    0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    9/11/2023: Tasks/Opportunity Tasks: Added the ability to edit completed tasks. Users will now see Edit as an option in the left hand menu on a Completed Task. No Update to Permissions.

19. Task Page Default

    It would be helpful if the Task Page defaulted to "All My Tasks" so that we could see our upcoming to-do list with one click instead of just the tasks for that day.

    7 votes

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20. View Recurring Grants from Fund

    Add the ability to view recurring grants from the individual fund page.

    67 votes

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    5 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    03/13/2023: Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab.  This will allow user to easily identify recurring items linked to the fund.