967 results found
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Edit campaign after tickets created
We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.
1 vote -
Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab
With the new profile updates, Add Opportunity is now under Relationships. Opportunities are an engagement strategy, not a link to another profile. Please either keep Add Opportunity on the left menu for all tabs or put it under the Engagement Tab. Please put Opportunities under the Engagement Tab.
18 votes -
Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on
To assist with knowing which profiles have been created via Stripe, add 'StripeID' as an available field in profile reports for including as a column and as a filter. This will help with identifying duplicate profiles due to Stripe not matching on criteria specified. Not all duplicates show in the Duplicates listing.
12 votes -
bulk clear needed
Be able to mark donations as not needed in bulk.
1 vote -
Payments - Search by name.
Need a search method by name or list in order to view if an individual made a payment. Possible add to donor profile under donor designation tab along with grants/donations/etc.
1 vote -
Add Permission to View ACH Details in Profiles
We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.
We would like to the option for a small number of users to be able to view the settings (including the full account number).
This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the…
35 votes -
Report to export profiles with pictures
It would be great to be able to export a report with profile pictures. We would love to use this report for events to circulate among our staff before the event.
2 votes -
Note block view and sizing s/b across full screen.
Note blocks take up too much space vertically. I think it would be better if the note block covered the screen horizontally with all the ID and date jargon on the top line followed by the note itself. Why is it so limited in the width of the box??? You would be able to see so much more if it went across the entire screen instead of only using 3 1/5 inches across the note block.
18 votes -
Add back Campaign Profile Filters!
We noticed that we lost some of the profile filters when the update to campaigns occurred. We specifically are looking for the "invited to" filter where we could check past/current campaigns to add those profile lists to a new campaign. This is how we regularly build our mailing and event lists, and it was very convenient and easy for us to filter that way in one step. We were bummed to see that filter gone!
20 votes -
ApplePay, PayPal, Venmo integration
Looking for a way to collect donations from donors who don't want to write a check or use a credit card (use ApplePay, PayPal, Venmo, etc). Donors are looking for an easy way to make a quick donation on their phone and/or use QR codes for making donations. How can this integrate to capture donor information?
38 votes -
Historical reconciliations for closed accounts
Historical reconciliations currently aren't available for closed accounts. I have to reopen the account in order to download the reconciliations. It would be nice if there were history reports for closed account reconciliations.
3 votes -
Campaign exports
It would be great if the email export included the name on the file. We do lots of email communications, not through Mailchimp, and I have to export the whole file and delete all the extraneous information to get to just name and email address. OR give us a custom report or way to pull the specific fields we want in the export. Even the full export has lots of information I don't care about and must get rid of before giving to my communications person.
2 votesThis sounds like a great use of the Campaign Profile custom report. You would be able to create a report with the columns you need and filter to a specific campaign. All reports can be exported.
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check reconciliation
In the bank reconciliation, checks paying multiple vouchers do not get matched with the csv upload and have to be reconciled manually. This makes the bank recon more time-consuming and leaves room for more errors. is there a way to fix this so that all checks get matched with the csv upload? We had over 100 checks paying multiple vouchers last month - would be great not to have to reconcile manually. Issuing several checks to the same vendor is not an option - sometimes there are dozens of vouchers linked to one check/vendor and it would make check signing…
7 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Fund Default Grant Types - permit more than one choice
an idea for the future for donor advised that grant multiple grant types - be able to check multiple areas for Default Fund Grant Types.
2 votes -
profile search
Is there a way to get Profiles that start with a numerical name to appear in the search i.e.Street address as the name of the ORG? When I enter the number, I only get system id numbers to appear in the search.
2 votes -
Improved chart info selection for reports
Currently to change your Chart Info selection from one field to another, you must unselect the current field and then select your new field. Otherwise it will show Null for your labels or nothing in the chart values. Ideally you would be able to select your new field and it would automatically unselect the other field from that Chart Info type (Description/X-Axis or Data Value) since only one can be selected for the current chart types.
1 vote -
New hire training videos that I could assign upon hire
I have them do the walk me trainings but I would love deeper dive new hire training videos that I could assign (beyond the walk me trainings) upon starting work? I have all our initial trainings saved but so much has changed in CSuite since we initially became a client in 2021.
I am aware of YouTube but that is by date order and mostly updates. Looking for a subset of area specific trainings, grants vs development vs finance vs marketing.
Please consider this. Due to updates to CSuite alot of our instructions that were created upon our start has…
23 votes -
grant type guidestar
It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.
46 votes -
Blank Tabs grayed out or different color
Now that you've gone to a tab system it would be nice if tabs that have no information under them were grayed out or a different color. Right now you have to click on every tab to make sure you have a complete picture of the profile. If you knew that there was no information under a tab it would save time.
18 votes -
vendor payment notification
The basic functionality is there to send an email to a vendor when a Check is posted; however, it doesn't allow us to indicate whether the payment was made electronically. In fact, we only need these to go out if payment is electronic to serve as a remittance notice. The PDF version of the Check that is currently attached to the email references "Check" and the Fund which is not helpful to the vendor. We are not able to modify it. Suggesting (1) the ability to modify the attached "Check" and (2) designate two different email bodies, one for electronic…
2 votes
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