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892 results found

  1. Send CSuite grant to GLM for reporting purposes

    2 votes

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  2. Can you PLEASE add an additional field to the securities section of the tax receipt? We need the Net Deposit Amount. We would also appreciate have the Fees as an option to pull onto our tax receipt. We would like to communicate to donors the amount that will show in their fund. Thanks so much.

    1 vote

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  3. When posting/approving grants, if there are no more grants to be reviewed, why do we have to then click to return to the grant you just approved? This extra step will really make a difference in Q4 when we're posting several hundred grants.

    1 vote

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  4. Please update the website so the colors on the category buttons can be adjusted. Currently, there is no way to edit these, and they are illegible to users.

    1 vote

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  5. We would love to be able to upload out auction items via a spreadsheet instead of entering items individually. This would be a huge timesaver.

    4 votes

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    Planned  ·  0 comments  ·  Campaigns  ·  Admin →
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  6. Household is setup with members but the members, in the profile module, do not have profile links setup, for instance SPOUSE. Would be great to be able to bulk update the members to automatically assign a profile link to the members instead of manually adding.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  7. Please can you consider adding a financials tab to organisation profiles where we can upload relevant information such as revenue, expenses, net income, assets, liabilities, net assets for an organisation. And if we could add/filter by financial year, that would be super.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  9. In the Giving Hub if a Fund has multiple FA can they be listed within the Fund.

    1 vote

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  10. In the GivingHub can we please add date when the Fund was created?

    1 vote

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  11. For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?

    1 vote

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    0 comments  ·  Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal

  12. A fund statement interval (statement type) of semi-annual would be useful to us.
    Thanks for considering.

    2 votes

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  13. On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.

    2 votes

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  14. We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.

    192 votes

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    Planned  ·  11 comments  ·  Portal  ·  Admin →
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  15. Would love to allow people sign up to our Newsletter Campaign from our website.

    Currently I've set up a separate event campaign that I will be linking to from our website to but it looks a bit weird as the form is meant for a "ticket" and it will require us to transfer profiles from one campaign to another.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  16. When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.

    15 votes

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  17. Would you please consider adding a sort option or categories for events? We have events for NonProfit Professionals, Donors, Development Officers etc and it would be nice to be able to group them together for ease of viewing and registering.

    5 votes

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  18. Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.

    2 votes

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  19. We have a Campaign - Race (5k Run/Walk).

    Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.

    • Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
    • Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.

    IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.

    I apologize if this isn't clear. I have to figure out the best way to solve this problem.

    1 vote

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  20. Please allow limitless charity checks each day

    2 votes

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