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  1. Would love ability to see where a "fund advisor" is accessing, fund statements versus documents versus tax receipts. We are trying to evaluate if our newsletter is being read that is provided at the time of fund statements. Our email directs them to click in documents to see but we have no way of knowing if they actually are.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  2. Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.

    4 votes

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  3. Sounds like you often recommend that Opportunities be used to track bequest status however, the system does not allow you to link a deceased profile to an opportunity. Can you change this so that deceased profiles can indeed be linked to an opportunity?

    15 votes

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  4. Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.

    With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.

    This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.

    HubSpot example attached.

    51 votes

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  5. When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.

    Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?

    Or could the system allow me to edit my letter before it is emailed?

    11 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  6. If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.

    22 votes

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  7. It is so confusing with the grant notify checkboxes at the Fund Advisor level and the Advisor Request Notify checkbox at the Portal level. All of these should be at the Fund Advisor (or Profile) level, with the ability to bulk edit. Non of these emails should be set as an All or Nothing option, because it is often specific to the individual, but we do need the ability to manage in bulk, if needed. Administration of emails is really important and the user experience of doing so for these is pretty awful.

    3 votes

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  8. Many things can be renamed or turned off on the left side navigation of the new portal. However, under the "Grantee" tab the left side navigation lists "Summary, Grants and Scholarships". I think we should have the ability to turn off scholarships particularly if you do not use that language with your grantees and there is a student tab that has scholarship info. It seems like it would cause some confusion. I realize some orgs my call their grants or donations scholarships so it would make sense to be able to turn this particular section off and on for grantees…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. This idea has been posted before, with many votes. I'm adding it again. In the new fund advisor portal, please add the option to add a tribute to grant requests. Donors want this option and a donation note is easily missed.

    4 votes

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  10. When uploading documents (ie. a report) to a grant file, there is now the option to 'email' the document, as well as sharing it with the donor in their fund portal.

    The email option currently auto-fills the email address of the grantee organisation, however it would be ideal if the email template pulled the email addresses of the fund advisors of the grant for ease of sharing the report with the funder.

    It would be great if the copy field were blank, or also pre-filled the fund advisor email contacts as options, as opposed to just the grantee contact.

    1 vote

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  11. Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?

    9 votes

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    Proposed Idea  ·  1 comment  ·  Tributes  ·  Admin →
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  12. Currently, we always have to unreconcile bank statements in order to make gift adjustments. That’s an unwieldy and problematic process. One proposed workaround is to make negative donations, but that requires 2 new gifts that have to go through a whole new creation/review process. What’s more concerning is that negative donations would be forever visible on the donor portal, as if we moved money from their fund. We really need a way to cleanly make gift adjustments.

    20 votes

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  13. It would great if for ticketed events we had the option to require guest information or not. We often see individuals buy tickets but skip the part about adding their guests information. It becomes quite difficult the day of the event to know who is coming with that guest, especially if they do not arrive to the event at the same time and haven't been instructed by the ticket purchaser to mention they are they guest of so and so.

    31 votes

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    2 comments  ·  Campaigns  ·  Admin →
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  14. It would be helpful to be able to set both a default email tax receipt and print tax receipt templates by fund. Currently you can only set one default per fund but we want to include an image of a signature for an emailed tax receipt but want to sign printed tax receipts. Being able to setup two defaults could make this possible without significant work.

    2 votes

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  15. To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:

    Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.

    Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.

    By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process…

    1 vote

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    Proposed Idea  ·  Holly Spitz responded

    Do you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries

  16. It would be great to have a toggle at the top of each section for "show inactive roles/links" that would then show the table as it is, but otherwise would only show the active roles. Another option would be to seperate out the dates from the "Roles" column into their own column to make it easier to read and add a column for "active" with a check for active and nothing for inactive.
    The current structure for the org roles and profile links works well when there is only a couple links, but it is very difficult to read once…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  17. there should be a check box on the fund advisor record that allows you to make them inactive. In some cases I don't want to delete them as I want to still know they are the fund advisor but I don't want them in the list

    3 votes

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  18. We have Staff Users who are also Fund Advisors. When the Primary email is set to their work email address, they receive all csuite notifications to the Primary email address, auto emailed csuite reports, which should go to their work email but they also receive notifications for their personal Funds. I was only able to update the Donation Notify to be linked to their Personal and preferred email address but there is nowhere else we can update their email/communication preferences to try separate their work email and personal email/notifications. This also happens in reverse, if their personal email is set…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  19. Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
    Add the event id to the pledge journal entry to complete the “link” to the campaign.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  20. When paying out a scholarship, currently, the award date can be later than the payment date. There should be a safeguard in place where this can't happen, in case someone makes a mistake.

    3 votes

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