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1284 results found

  1. Decision Date - add to Scholarship custom report

    Add the ability to pull decision date into a custom report for Scholarships.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  2. Allow Editing/Deleting the Automatic Pledge Adjustment

    Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.

    Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…

    15 votes

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  3. Capitalization

    When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  4. Same Beneficiary, Different Purpose

    Ability to add a grantee as a beneficiary to a fund more for more than once would be helpful. We have several funds in which the same grantee is designated for two very different purposes and different percentages. The current text field isn't large enough to account for multiple purposes, and having two separate line items would create the individual spendable grants when creating them in bulk, which would be extremely helpful.

    6 votes

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  5. File Organization in Donor Portal

    It would be nice to have the option to transfer/share the File Categories to the Fund/Donor Portal and be able to sort them as needed. ie. We share Thank you letters with some Advisors, by uploading and selecting the proper category in CSuite, it could sync over the Category and file to the files tab in the portal. This option would also make it easier to view for Fund Advisors.

    95 votes

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  6. Make tasks viewable to all when in a profile or household

    Copied task from an idea that was flagged "implemented" ... it is not implemented!

    It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks

    8 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  7. Add option to 'set notify' in custom reports

    Add bulk option to 'Set Notify' on a custom report so that a profile type can be used to isolate only main advisors on funds to receive the notifications. Currently, only option is to bulk add 'Set Notify' on the fund advisor page which would add the notification to all advisors on every fund.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  8. Do Not Allow Admin Fee to make a Fund Balance Negative

    Admin Fees should not make a fund balance negative. The situation we recently had was that a fund was set for closure, the final grant had been made and the balance was $0. However, the fund had not yet officially been closed in Csuite (we wait for the final check to clear.) Quarterly Admin Fees were posted which included this fund. It then made the fund balance negative. It seems an alert should pop that there are not sufficient balance to cover the fee. .....and yes, ideally we should remove the admin fee type on a fund when it is…

    20 votes

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    1 comment  ·  Admin Fee  ·  Admin →
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  9. Bulk Make Student Grantee/Payee

    To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation…

    15 votes

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  10. General Ledger Alert notifications

    I would like the ability to add an alert at the General Ledger account level like I can add in profiles when making a payment to alert grants and vouchers? I sometimes have to notify other staff members when using certain GL numbers for payables and grants for other processes that may be needed and I don't have a way to create the alert at the GL level which would be extremely helpful.

    6 votes

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  11. Maximum Account Balance

    For Cash Management and Balance Swap purposes, I would like to see an account maximum. We have several checking accounts that need balance transfers if they exceed a certain amount. For example, any balance over $500,000 in one checking account needs to be transferred to an investment account.

    6 votes

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  12. Prevent Duplicate Fund Short Names

    We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  13. grant notification to grantees - have two default emails

    Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.

    15 votes

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  14. Delete Default Templates

    I created a template I need to delete. I can't delete it because it is the default, and there is no other template in that category. We just don't need one in that category. But having one bad one isn't great either - I just want to delete it.

    6 votes

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  15. Expand Pronoun Options

    Recently I added a new record of a woman who's pronouns were listed on her website as She/Ella because of her Mexican heritage. Foundant gave me an error message that it is an 'invalid' option. I thought this box allowed us to type any text but I was wrong. Can this box just be open text like other fields in Foundant? This would be more culturally and generally inclusive.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  16. Grants Out Tribute letter

    We would like the ability to create a grant tribute notification letter to advise individuals when a tribute was created through a grant. Currently we have to create manual letters when a donor makes a grant that is made in honor, in memory, on behalf of an individual. During high processing times such as 4th quarter we have donors that make these types of grants IHO of their employees that ends up being hundreds of grants and hundreds of MANUAL tribute letters, which is not ideal during high processing times.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Tributes  ·  Admin →
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  17. Allow notes to be added to closed funds

    We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  18. Tribute Notification

    Please bring back the notification on the tributes tab that used to be there, similar to the tax receipts tab. This WHOLE TIME I thought we hadn't been receiving any tributes when in fact we have but we weren't notified because that feature was taken off for whatever reason. I don't know why something like that would ever be removed, especially if it was a helpful feature that we were already used to. Changes like these are making our jobs a lot harder. You should be mindful of what's actually helpful for the user experience.

    The old system for the…

    11 votes

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    3 comments  ·  Tributes  ·  Admin →
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  19. Custom Report - Event Campaign Guest List

    Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.

    Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).

    9 votes

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    Proposed Idea  ·  2 comments  ·  Reports  ·  Admin →
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  20. FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor

    On the Fund Portal at the top the text says Fund Advisors for anyone who has access. This is confusing as many people with access are not Advisors (for example statement recipients for Designated funds). Please change this text to say something like Fund Access. This label is causing some of our people with fund access confusion about what level of access/advisory privileges they have. Fund Advisor is a specific term for Donor Advised Funds.

    23 votes

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