1302 results found
-
Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
4 votes -
additional award letters
We need to send different letters to students throughout the year, but the Csuite system only allows for one. If you 'regenerate' for a second/different letter, it deletes the previous one. This is fine if you made a mistake and want to resend one, but we need to both send the original award letter, AND a reminder hey your payment is coming letter (not the scholarship letter) AND in some cases a renewal letter.
Can you please develop a way to send more than one template email/letter to a student from the award record?
12 votes -
Add Ability to Filter Donor Report by “Has Not Given Between X and Y Date”
Many foundations need a quick way to identify donors who have not made a gift within a specific date range (for example, donors who have not given during the current fiscal year or within the last 12 months).
Currently, users can filter the Donor Report by Last Donation Date, or view Year-over-Year donation columns, but there is no simple way to directly filter for donors who have not given between two specific dates.
A few examples of common use cases:
-Identify board members who have not yet made a gift this year
-Identify lapsed donors who have not given within…5 votes -
Unwanted Updates to Bank Reconcile
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile…
52 votes -
Improve donor rollup reports
Donor rollup reports don't rollup First Date nor Last Date for donations made by an Individual member of a Household, or when a donation was Advised. This is confusing and deceiving, since Rollup Reports are supposed to help reflect all giving from or associated with a Household. There have been several other IdeaLab submissions related to this issue but dismissed due to level of engagement - maybe those Ideas should be "rolledup" to accurately indicate interest in this being fixed by Foundant.
6 votes -
Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…
111 votes -
Connected Profiles in Notes
While there is the current ability to copy (duplicate) notes, it would be extremely helpful to have a Connected Profiles field, just like we are able to do with Opportunities. That way, if a note needs to be updated/edited, all connected profiles will show the update/edit. As of now, we'd have to find all copies of the note and update/edit each one separately.
5 votes -
Totals on Fund History
Can we please have totals when we are looking at grant and donation history detail within Fund History, especially once a filter is applied. It would be so helpful and avoid the extra steps of exporting to Excel each time!
6 votes -
Grant Notify - make this setting fund specific
We have donors that hold multiple funds. They want to be notified of grants from their DAF but not their scholarship fund. Currently there's no way to specify notifications for different funds.
4 votes -
An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.
Upon searching I see this was noted in 2023 but do not see that it was ever addressed. We had to inactivate a bunch of addresses that were provided by NCOA and we noticed that when selecting the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the "inactive" ones. Because of this you have to select the back button to confirm the active address. Please list only the active addresses and the top option should be the primary address. Please do not show the inactive addresses.
21 votes -
aallieri@cfpbmc.org
Implement an easy way for our fund advisors to make an internal donation from their fund to our Community Foundation fund. Right now, it's done through Grant Request but this requires a number of steps and is not intuitive.
11 votes -
1099 - Add Mailing Address to Report
The 1099 report pulls the Primary address for a profile, but we need it to pull the Mailing address, the Primary for us is the Physical address. Please add a column for the Mailing Address so that we do not need to check each profile and update addresses before submitting.
I also suggest that you add a column for primary email address as then we could email the 1099s through the filing systems.
Thank you!
55 votes -
task email
Task Email Reminder to include task description (re-open archived idea)
The description is included with a completed task notification, so reason stands the system should also be able to include it in a task email reminder - this would greatly improve task management utility and integration with outlook/Microsoft365 tasks.
5 votes -
Secondary Assignee Notification/Tracking
While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.
11 votes -
GST
Currently there is no ability to easily record and report on GST which is a statutory requirement in Australia. There are workarounds, however it would be a significant improvement if there were tax codes created which could then be reported on.
7 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
20 votes -
Multi-fund vouchers
HELP - VOTE FOR THIS! Multifund vouchers are unable to be copied in CSuite. When you copy it will only copy the first one, so these will need to be made from scratch each time. Csuite doesn't have the functionality to fully copy a multifund voucher. So, those monthly employee-benefit breakdowns have to be done from scratch every time!!!
7 votes -
Fund List Group Count
When you look at the fund list and pull by group, there is no count of how many funds are in that group. It would be nice to have a number, maybe at the bottom of the list, that tells you exactly how many funds make up that group. We advertise what types of funds we have, scholarship, endowed, etc. and being able to quickly look at how many would be very beneficial.
Currently we have to hand count from the screen or copy/paste into an excel document to count. Something that should be very easy is made very difficult.
5 votes -
Enable Donate Button for Individual Grants/Funds in the Grant Catalog
Currently, the Grant Catalog settings only allow us to show or hide the "Donate" button across all requests at once. While this is useful for previewing the catalog before donations open, it limits flexibility.
We would love the option to control visibility of the "Donate" button on an individual grant or fund basis. For example, being able to hide the button on some grants/funds while keeping it live for others.
Use Case:
Allowing certain funds/requests to accept donations earlier than others.
Running phased giving opportunities where some requests are open and others are still in preview.
Supporting match pools or…
12 votes -
Internal Grants in Bulk
Can a process be created where we can upload in bulk internal grants? Each year there are many funds in Community Suite that transfer funds to our Grant Making fund. It would be quicker and easier if this were able to be completed with a CSV upload instead of having to do all the steps of an internal grant multiple times.
5 votes
- Don't see your idea?