1496 results found

1. 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.

   42 votes

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   3 comments  ·  Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   9/3/2024:Templates: Added the ability to delete templates. User will select the template id and delete from the left hand menu. Delete will not be allowed for fund statements.  

2. Change State Search in Portal to Table

   When you search for an org on the portal in the GrantReq tab using the name of the org and the city and state, but type out the state name, it does not show any results. You have to format the text field as the two digit code (OH, VA, etc.) not the name (e.g. Ohio, Virginia, etc).

   Can this state field be changed to a table rather than text field? Or can it be inclusive of both state codes and states spelled out so it's user-friendly?

   Thank you! - TCF

   •  

   10 votes

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   1 comment  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  Holly Spitz responded

   1/29/2025: Portal - Grant Request - Search Grantee: Allow the input of a full state name or abbreviation in the state field.

3. Complete Multiple Grants at One Time

   I would like an option to complete multiple grants all at one time, but not ALL grants. Our organization utilizes this function to track when our organizations have submitted their completed grant reports on how funds were used. We process grants and two different types of scholarships. We don't need grant reports for scholarships so I want to mark them complete right after processing them. Right now though this is an all or nothing feature from what I can tell so I have to manually go into each grant and complete it because I don't want to bulk complete all for those grants we have distributed that we still need reports for. It would be nice if there were check box icons beside the grants to select which ones to complete. For example, after you select Complete All from the PAID grants tab and the list of Bulk Complete Grants appear having a box you can select like there is when you can select different donations to deposit at a time.

   I would like an option to complete multiple grants all at one time, but not ALL grants. Our organization utilizes this function to track when our organizations have submitted their completed grant reports on how funds were used. We process grants and two different types of scholarships. We don't need grant reports for scholarships so I want to mark them complete right after processing them. Right now though this is an all or nothing feature from what I can tell so I have to manually go into each grant and complete it because I don't want to bulk complete all… more

   70 votes

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   11 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   6/5/2024: Summit Idea Lab-Enhanced the Paid bucket in Grants to a custom report to allow for filtering options. This will also allow for the ability to select grants in bulk or individual grants to move to Complete bucket.

   No Permissions Changed.

4. Organization Name in Financial Header

   We'd like to be able to add the organization name field to the header on the financial statements. We have several affiliate/supporting organizations that we run financials for so we don't want to the foundation's name as the default. Rather, we'd like to add a field to the header to allow for the name of each organization to automatically populate when we run financial statements.

   2 votes

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   0 comments  ·  Financials & Budgeting  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   https://support.foundant.com/hc/en-us/articles/27912374287767-Financials-Content

5. Make Grant Description optional in the Donor Portal

   Recently the grant description field was marked as required for the Donor Portal via another IdeaLab. However this is a burden for us and our fundholders (and I imagine some of your other clients too).

   I would love to this the grant description field be a Donor Portal Setting checkbox where the field could be optionally required. This would meet the needs of all of your clients, empowering them to set up the portal in the best way to support their operations.

   We are worried that more of our fundholders will restrict their grants if this field is required and we are trying to encourage unrestricted funding to nonprofits in our community.

   Recently the grant description field was marked as required for the Donor Portal via another IdeaLab. However this is a burden for us and our fundholders (and I imagine some of your other clients too).

   I would love to this the grant description field be a Donor Portal Setting checkbox where the field could be optionally required. This would meet the needs of all of your clients, empowering them to set up the portal in the best way to support their operations.

   We are worried that more of our fundholders will restrict their grants if this field is required and… more

   9 votes

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   1 comment  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   10/10/2024: Portal-Fund Manager: Updated the grant request to no longer require the grant request description.  This will allow fund managers the option to complete a description on the grant request. 

6. FEATURE REMOVED IN NEW PORTAL - Export Vouchers

   Fund Advisors should be able to export (or at LEAST sort) voucher payments in the new portal. this was a feature in the old portal. why was it removed? thanks!

   3 votes

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   Implemented  ·  0 comments  ·  Portal  ·  Delete…  ·  Admin →

7. EIN - add to grant request for manual grantee

   Add EIN to the list of fields when fund advisors are creating a new grant request

   12 votes

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   1 comment  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  Holly Spitz responded

   1/29/2025: Portal - Grant Request: Added EIN as an option field for a manual grantee request.

8. Affiliate styling missing in the portal for donors with access to more than 1 affiliate fund

   For donors with access to affiliate funds, we have a way to apply different styling to the login page that they access through a specific URL. We’re also able to apply the same affiliate styling to the funds that they access in the portal. What we don’t currently have is a way to apply affiliate styling to their fund selection page in the portal. If a donor has access to more than 1 affiliate fund, the fund selection page only shows the main Portal Style.

   If the portal fund selection list only consists of affiliate funds for a donor, can the affiliate styling please display to keep the experience consistent for donors?

   For donors with access to affiliate funds, we have a way to apply different styling to the login page that they access through a specific URL. We’re also able to apply the same affiliate styling to the funds that they access in the portal. What we don’t currently have is a way to apply affiliate styling to their fund selection page in the portal. If a donor has access to more than 1 affiliate fund, the fund selection page only shows the main Portal Style.

   If the portal fund selection list only consists of affiliate funds for a donor, can… more

   3 votes

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   0 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   Styles: Updated the Supporting Org styling to apply to the fund listing page when a fund advisor is logged in as a sponsored org/affiliate. The Supporting Org styling will also apply to a fund advisor with funds that are all associated with a sponsored org's style.

9. Show Multiyear Grants in Grant Summary table as they are paid

   True multiyear grants that are approved once and paid out over several years do not show up in the grant summary table (grant tab of the Grantee designation) until the final payable is paid out. After the final payment, the entire grant amount is shows only in the approved year, which could be serval years prior. Now that this table is also shown in the Grantee portal, it provides an incomplete picture of the yearly grant summary when multiyears are involved, and causes customer confusion when the entire amount suddenly appears years in the past.

   Please consider showing each payment of the multiyear grant in the summary table, both internal to CSuite and in the portal, in the year that the payment is issued.

   There was a prior IdeaLab on this, but it was created before this data was made available on the portal, which is now causing a lot of customer confusion. That closed one is at: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/43368342-grant-summary

   True multiyear grants that are approved once and paid out over several years do not show up in the grant summary table (grant tab of the Grantee designation) until the final payable is paid out. After the final payment, the entire grant amount is shows only in the approved year, which could be serval years prior. Now that this table is also shown in the Grantee portal, it provides an incomplete picture of the yearly grant summary when multiyears are involved, and causes customer confusion when the entire amount suddenly appears years in the past.

   Please consider showing each payment… more

   10 votes

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   0 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   2/6/2025:Profiles-Grantee: Added a new Grant Award table on the Grantee's Grant tab, Grant Award Summary. This will display all grants that have been awarded to the Grantee. This table will summarize grants in the posted, vouchers, paid, and completed grant status. If the users are using the approval setting in Grant's workflow, the grants will not appear in the Grant Award Summary table until after the approval.

   Portal-Grantee: Updated the Portal to use the Grant Award Table for Grantee designations. This will show grantees a more holistic view of the grants.  This table will summarize grants in the posted, vouchers, paid, and completed grant status. If the users are using the approval setting in Grant's workflow, the grants will not appear in the Grant Award Summary table until after the approval.

   Profiles: Resolved an issue when selecting a profile from the profile Relationship tab linked by Org Roles, the user would receive a red error.

10. File search, download and delete

    We are uploading documents to CSUITE for ease of access but we need to follow our record retention policy and need an easy way to sort files, download multiple files, and delete in bulk. It would be great if we had the option to do all those functions based on file categories and dates.

    13 votes

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    1 comment  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
    Implemented  ·  Holly Spitz responded

    There is already an option built to bulk delete files. A user must have the Bulk Delete permission set in Files. In Files, filter by created Ts date and/or File Cat Name. There is then an option to bulk delete on the left side menu. Here is the link to the support hub article.

11. Guest list doesn't export yes RSVP's if they didn't enter in guests or meal preference

    We held an event in November and appreciate all of the functions in campaigns. However, in the specific campaign we created, we would go to "Profiles" then "guest list" and there was guests who bought tickets online, but did not finish putting their guest names and meals because they didn't realize they needed to do that.

    We have two suggestions. It would be nice if there is something before check-out to purchase tickets that says guests will need to enter their guest names and meal preferences after check out.

    The other suggestion is that anyone who purchased tickets shows up on the guest list (and guest list export). We had four people who did not realize they needed to do add their guest names and meal preferences. If they showed up on the list this, we would see the empty fields and call them for details.

    Your consideration of these suggestions would be greatly appreciated.

    We held an event in November and appreciate all of the functions in campaigns. However, in the specific campaign we created, we would go to "Profiles" then "guest list" and there was guests who bought tickets online, but did not finish putting their guest names and meals because they didn't realize they needed to do that.

    We have two suggestions. It would be nice if there is something before check-out to purchase tickets that says guests will need to enter their guest names and meal preferences after check out.

    The other suggestion is that anyone who purchased tickets shows up… more

    6 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    • 3/5/2025:(03/05/2025) Campaigns: In a campaign the Ticket Report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket Report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left-side menu. This is a bulk action and will allow the ability to resend the Guest Link.
    • Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-side menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the Profiles tab, the Guest List Report has been converted to a custom report. This change allows for the ability to bulk edit Attended, RSVP, Delete Guest, and Convert to Profile; and filtering and export is possible. Added Request column that displays the short name on the request with the selection and converted the ticket id to a hyperlink. 
    • -Added pledges to the Income Statement Report on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left-side menu will reflect total pledges for a campaign; date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.
    • -Added the ability to import auction items. The new options is found under the Add Auction left-side menu in Campaigns; or if the event already has auction items, by selecting the auction id on the Details tab. The .csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.
    • Custom Reports - Campaign Profile Ticket: Added columns available to this report to include the following: payment method, payment id, and converted dedt id (ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest Requests, Campaign Request, and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields. 
    • Portal Options - Giving Hub Content - Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.
    • -Things to note: Users will need to link pledges to the campaign. Just linking a campaign to donations that are paying to a pledge will not apply to the campaign Income Statement. This is because the revenue is tied to the pledge.
    • Resources:
    • Campaign Auctions
    • Campaign Groups and Requests
    • Campaign Transactions and Reports
    • Custom Report Types
    • Portal Options Content

    • 3/5/2025:(03/05/2025) Campaigns: In a campaign the Ticket Report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket Report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left-side menu. This is a bulk action and will allow the ability to resend the Guest Link.
    • Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for… more

12. Nonprofit Directory: Option to hide email and phone columns

    On the Nonprofit Directory settings, add option to 'display' or 'hide' the 'Email' and 'Phone' columns so we have the ability to just display a list of the Nonprofit Organizations.

    15 votes

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    2 comments  ·  Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
    Implemented  ·  Holly Spitz responded

    1/30/2025: Giving Hub - Portal Option - Giving Hub Settings: Added a new tab for Nonprofits. Within this tab, the User will be able to hide the email address and/or phone number from the nonprofit directory main page.

13. Remove Grant Request from Left Nav Menu

    In the new portal if Grant Request is turned on the Create Grant Request button displays on all the pages - which is great. However, there is a Grant Request item in the left Nav bar that is VERY CONFUSING. This does not navigate to anything useful, it's a list of past grants, that is already available on the Grants nav page. Please remove this Nav item and simply toggle the Create Grant Request button on or off depending on the system settings for this.

    4 votes

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    Implemented  ·  0 comments  ·  Portal  ·  Delete…  ·  Admin →

14. New Portal: We should have the option not to show Interest Types on Portal

    We use Interest Types internally and do not want them listed publicly on the new Portal when Fundholders or Donors login in. They are not currently listed in the old Fund Portal but are listed as soon as someone logs into the new Portal.

    I reached out to support to figure out how to turn these off and they said "After connecting with my CSuite team, they have informed me that there isn't a way to hide the Interest Types at the moment. They recommended submitting this enhancement idea to Idea Lab."

    We shouldn't be forced to show Interest Types in the new Portal. Please make this optional.

    We use Interest Types internally and do not want them listed publicly on the new Portal when Fundholders or Donors login in. They are not currently listed in the old Fund Portal but are listed as soon as someone logs into the new Portal.

    I reached out to support to figure out how to turn these off and they said "After connecting with my CSuite team, they have informed me that there isn't a way to hide the Interest Types at the moment. They recommended submitting this enhancement idea to Idea Lab."

    We shouldn't be forced to show Interest Types… more

    12 votes

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    4 comments  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal

15. Make Edit Recurring Grants tied to Advisor permissions

    In the new portal, the permissions are such that ANY advisor listed on a fund can edit a recurring grant, even if those advisors dont have any edit permissions on the fund. In the old portal you needed GrantReq permission to edit, but that is not the case for recurring grants in the new portal. Please consider not allowing anyone with any fund access to edit recurring grants, and instead, restrict access to those who create the request or others as assigned specifically.

    <3 TCF

    2 votes

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    Implemented  ·  1 comment  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →

16. Send auto email to FA's with unsubmitted grants in cart

    Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.

    32 votes

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    4 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    This is an option with the new portal. The setting is found in Portal Options<Portal Settings<Fund Advisor in the bottom table. Request Options and Automated Cart Reminder Email. With this enabled, Fund Advisors will receive an email once a week if there are items left in their cart.In the Portal Content Area, you will need to complete the Advisor Abandoned Cart Email Body.

17. Maintain features exclusive to fund advisors in the donation portal

    The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that attention is being given to features that need to be for fund advisors only. Also, once again, we need to be able to hide contact information for our fund advisors, but have be able to share for other donors. Please fix this.

    The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that… more

    16 votes

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    1 comment  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal. 

    Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal. 

    Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal. 

    Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.

    Funds: Added the ability to Hide Spendable Balances per fund on the Portal. This option is located on the fund record, settings tab, in the Fund Advisor Portal options. This is also a global setting in Portal Settings-Fund Advisors. 

    Styles: Relabeled CSS to Color, since the color selection happens from this section. 

    9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal. 

    Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal. 

    Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal. 

    Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.

    Funds: Added the ability to Hide… more

18. Allow Donor Addresses on Donations to be pulled for reports

    The donor addresses found on donation records are not available to include in custom reports. Since the address on a donation may differ from what's found on a donor's profile, it would help to be able to view donation addresses through custom reports and exports. Right now, it requires manually viewing individual donations in the system to see that information.

    25 votes

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    4 comments  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    7/29/2024:Reports-Funds: Added Allow Additional Advisors field to the fund report. Nonprimary fund advisor address information will need to be populated on the Fund Advisor report. Added Parent Fund Name and Parent Funit ID. Added Need Primary Advisor Boolean Field to the Fund Reports.

    Funds:

    Reports-Profile Item Payment: Added invoice id and donation id fields.

    Reports-Profile Org Role: Added org_prim field

    Reports-Voucher & Voucher Item: Added reduce spendable boolean field, voucher id, Legacy code/ID and loan id fields.

    Reports-Donation: Added Donation Address fields, receipt id, soft credit, and destination grant id.

    Reports-Service Area: Added Assigned city & state (or null) fields

    Reports-Campaign Profile Ticket: Added Number of seats "to assign", requests, and ticket note

    Reports-Check Report: Added Vendor name and drillable check batch ID fields

    Reports- Check Voucher: Added Vendor ID field.

    Reports-Scholarship & Scholarship Payment: Added decision date to both reports.

    Reports-Invoice: Added Loan ID field.

    Reports-Recurring Donation: Added Fund Name.

    Reports- Admin Fee: Added admin fee start date.

    Reports-Grant & Grantee Default report: Add Charity Description from Charity Check Log

    7/29/2024:Reports-Funds: Added Allow Additional Advisors field to the fund report. Nonprimary fund advisor address information will need to be populated on the Fund Advisor report. Added Parent Fund Name and Parent Funit ID. Added Need Primary Advisor Boolean Field to the Fund Reports.

    Funds:

    Reports-Profile Item Payment: Added invoice id and donation id fields.

    Reports-Profile Org Role: Added org_prim field

    Reports-Voucher & Voucher Item: Added reduce spendable boolean field, voucher id, Legacy code/ID and loan id fields.

    Reports-Donation: Added Donation Address fields, receipt id, soft credit, and destination grant id.

    Reports-Service Area: Added Assigned city & state (or null) fields

    Reports-Campaign Profile Ticket: Added Number of seats "to assign", requests, and ticket note

    Reports-Check Report: Added Vendor name and drillable check batch ID fields

    Reports- Check Voucher: Added Vendor ID field.

    Reports-Scholarship & Scholarship Payment: Added decision date to both reports.

    Reports-Invoice: Added Loan ID field.

    Reports-Recurring Donation: Added Fund… more

19. Donation Portal: Giving levels by fund

    Would love to be able to create giving levels specific to each fund. Different funds have different giving expectations.

    •  

    32 votes

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    1 comment  ·  Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    1/17/2025:Funds: Added the ability to set giving levels for funds on the Giving Hub. This new setting is found on a fund record's setting tab in the Giving Hub section. This will override the Giving Hub giving levels, if they are set. This will allow users the ability set different giving levels per fund, in addition to the global setting. Giving levels will display on the Giving Hub fund page under the One-time Donation Amount.

    Use a comma to separate the list of amounts. Example: 10,50,100 or $10,$50,$10

    Giving Hub: Added the ability for users to add fund level giving for the Giving Hub. This new setting is found on a fund record's setting tab in the Giving Hub section. This will override the Giving Hub giving levels, if they are set. This will allow users the ability set different giving levels per fund, in addition to the global setting. Giving levels will display on the Giving Hub fund page under the One-time Donation Amount.

    1/17/2025:Funds: Added the ability to set giving levels for funds on the Giving Hub. This new setting is found on a fund record's setting tab in the Giving Hub section. This will override the Giving Hub giving levels, if they are set. This will allow users the ability set different giving levels per fund, in addition to the global setting. Giving levels will display on the Giving Hub fund page under the One-time Donation Amount.

    Use a comma to separate the list of amounts. Example: 10,50,100 or $10,$50,$10

    Giving Hub: Added the ability for users to add fund level giving for the Giving Hub. This new setting is found on a fund record's setting tab in the Giving Hub section. This will override the Giving Hub giving levels, if they are set. This will allow users the ability set different giving levels per fund, in addition to the global setting. Giving levels will display… more

20. portal exports

    Legacy portal we were able to export invoices - such as tickets sold and the export would show the details and the campaign etc

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  Skye Weber responded

    9/8/2025

    • Portal - Fund Advisor: Updated the Portal for Fund Advisors to be able to export invoices. Users will need to have the Invoice tab enabled for the fund advisor to use the new feature.