968 results found
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Filtering in portal reports
We would love to be able to filter the reports available in the new portal (without having to export it into Excel and then filter). This was a functionality available in the legacy portal that does not look to have transferred over
6 votes -
Edit a Pledge
Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!
15 votes -
Opening a DAF
Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.7 votes -
Grant Catalog Donate vs. Grant Request Options
In the new portal, when a grant catalog is visible to fund advisors there are two options after you choose to donate to the grant catalog - 1. complete a donation through the Giving Hub, 2. choose Grant Request to request a grant through the fund advisor's DAF. We currently only market our Grant Catalogs to our DAF holders to encourage them to use their DAF spendables to support local non-profits. It is confusing to have both options available. Could the "Donate" option be turned on or off at our discretion instead of always included?
5 votes -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
5 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
7 votes -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
56 votes -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
5 votes -
Stripe Terminal
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would…
16 votes -
Add Proxy Information in System Log when Login As is used - Audit Purposes
When I login as another CSuite User and then make an update, the system log shows the action was made by the CSuite User, not by me proxied in as the CSuite user. Is there any way for you to record in the system log when an action has been completed by someone else proxied in as the user? We feel this is critical for audit purposes.
5 votes -
login info tab: move to right of notes tab
It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.
7 votes -
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
6 votes -
Calendar View in CommunitySuite
Would really like to be able to see a calendar view of tasks and deadlines in CommunitySuite or be able to integrate with their Outlook or Google calendar.
7 votes -
Security Issue: Re-Activating A User to Address Their Tasks & Non-Shared Reports
When we off-board someone, we inactivate their account in CSuite. Depending on the situation, this may be done quickly. Whether it's quick or not, later on, we may need to re-assign their tasks to someone else. They also may have valuable custom reports that they neglected to share. Either one of these two require us to re-activate the user so that we can login as them to address the items. When we do that, we lose tracking on when we originally inactivated them. It also is a security concern that we open up an ex-employee’s account, making it active, albeit…
6 votes -
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
21 votes -
mobile app
Has Foundant explored the idea of creating their own mobile app for CSuite? I see a lot of requests related to making content more mobile friendly and responsive. I know you are revamping the donation pages with this in mind. But what about if there are staff members who could be helped by having a true mobile app with limited functionality? I'd bet there are many that have to be in the field meeting with folks for at least part of their day, and they would find great benefit in being able to quickly look up profiles, view grant and…
15 votes -
Grant Catalog in Left Menu of new Portal
In the new portal, the Grant Catalog feature is "hidden" behind multiple clicks. Previously, when there was an active Grant Catalog the tab showed at the top alongside all other tabs. Those tabs are now on the left menu in the new portal, but the Grant Catalog information can only be found after you click Grants - adding in an additional click. Our donors have found this to be confusing and hard to find. Could the Grant Catalog be pulled to the left menu?
5 votes -
Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
4 votes -
It would be helpful if anonymous grants were marked in red.
When a donor checks the anonymous box after submitting a grant request online from their DAF, it would be extremely helpful if this was emphasized somehow.
5 votes -
Bulk option to activate Nonprofit designation
Add 'Activate NonProfit' as an option in 'Bulk Actions' from Reports to allow for bulk activating the NonProfit designation for profiles that are included in a report. This functionality is already available for activating Vendors.
10 votes
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