1045 results found
-
donor id
Please make the Donor ID visible on the donor record, in custom reports, and as an upload option. While many reports include it as output, its absence in these areas prevents us from linking the Donor ID to a Profile.
1 vote -
Donations
With split donations - the ability to attach documents that will be applied to however many donations there are.
1 vote -
'Balance Change' report cannot be drilled down by month/qtr/year
While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.
3 votes -
Add Advised Donations to First and Last Donation Dates
Please include advised donations in First and Latest Donation Dates. Or at least the ability to have a setting for which way your organization prefers.
1 vote -
Creating a Cashflow Statement under financials
The key components of a a Cash Flow statement exist in Csuite, between the Income Statement and Balance Trend under financials. However, in order to extract a report that encompasses Net Income, Beginning Cash, Revenue, and Expenses, we currently have to export these reports and merge the fields manually to create cash analysis. For foundations and nonprofits with high turnover in cash and fluctuations in liabilities due to grants, we require a method to measure cash flow based on activities.
I hope that Csuite will allow users to combine the activities within each report into one within the system.
1 vote -
Add Questions to Grant Request Page in Fund Advisor Portal
Could we have the option to add questions on the Grant Request page through the Fund Advisor Portal. We would like to receive more information about a request.
1 vote -
bulk complete task
From the task list, please add an option be able to mark all or multiple tasks complete, similar to how you can do so with the "Approve All" feature in the grants bucket.
3 votes -
Envelope Printing Incorrectly for DAF Donations
For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…
43 votes -
Recurrring Donation - Last Donation Date
Recurrring Donations: It would be great if there was a "Last Donation Date" column. It would be helpful when looking for errors and to confirm the recurring donation went through.
1 vote -
Add Meeting Information to Task
Would really like to have the ability to include meeting invite information in a task when it is sent ouf of CommunitySuite. Ideally, would have another field on the task, in addition to description, where they could enter Zoom meeting credentials, a room, etc.
5 votes -
Don't notify advisor any grant adjustments
The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?
43 votes -
correct formatting
With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?
Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…
2 votes -
custom fields
Please add custom fields that come with date and comment fields. The date so we can easily see when a particular custom field was last updated, and comments gives us the ability to add more details. This would be a huge enhancement. Similar to Raiser's Edge functionality.
2 votes -
CommunitySuite Upcoming Releases Page should have a link to the product roadmap
I like to check the Community Suite release notes and frequently visit the upcoming releases page (https://support.foundant.com/hc/en-us/articles/8239927327127-CommunitySuite-Upcoming-Releases). Right now there there isn't anything upcoming and has this message:
We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
Coming SoonCheck back later for more upcoming releases.
What would be helpful is if it also linked to the product roadmap on this page so we can see the ideas that may become an upcoming release: https://idealab.foundant.com/discovery/roadmap/16777
4 votesThe link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
-
Custom Field Groups to organize custom fields
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…
4 votes -
Clear Charity Status Check on Grant when Changing Grantee
When changing a grantee after having ran the Charity Check in C-suite, it would be great that the Charity Status Check gets cleared with the change as right now it keeps the date from the previous grantee and doesn't stop you from pushing the grant to GLM if using that function.
1 vote -
(multiple) Stripe Accounts
Is it possible to have different stripe accounts for each affiliate/supporting organization’s giving hub URL ?
5 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to pick a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee. Similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record, this would save us time and clicks.
6 votes -
Is it Nickname (Profile field label) or Nick Name (Reporting field label)?
I love the new Nickname field! We had a custom field that we were using for Nickname, but today I exported our custom field nicknames, then imported them into the new Nickname field and then removed them from the custom field and deleted the outdated custom field. In doing all that, I noticed that in Reporting when you select fields or filters that the field is labeled "Nick Name". Would it be possible to get it to match the Profile field label which is "Nickname"? Thanks!
1 vote -
Include the new nickname field on org profiles
It would be very helpful to have the new nickname field on org profiles. We have both primary contacts for orgs and orgs that have nicknames.
1 vote
- Don't see your idea?