When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.

It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.

Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

We would like to see the ability to run yearly tax receipts for donations for a household even if donations were added to individuals within the household separately. It would be nice to have the option to combine donations.

Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names

Auto populate the 990 newly created tax class field using Charity Check but allow for manual overrides..

See the implimented tax class implientation below:

This functionality was released on December 1st, 2021. Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types.

ie, like a little colored dot or something when a recurring grant has come due, or a donation has been made online....

Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.

We have donors who would like to make donations online using a bank check/ACH. Currently our only payment option on the donor payment portal is credit card. We were told by fondant that ACH payments through the donor payment portal is currently not possible. Fixing this to allow ACH for donations will make receiving donations so much easier especially for our corporate donors.

Stripe is now able to accept ACH direct debit payments. It would be great if the online donation page would handle these now.

990 Report needs to include the type of donation (Cash or stock) and if the donation was stock needs to include the name of the stock and how many shares. My auditor is requesting it.

My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.

FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.

Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.

We very much like that we can generate and send the tax receipt letters out by email from within CSuite.

However, the pdf letter that gets generated and attached to the email has a long strange filename which can be concerning for some wary of files with viruses. The filename looks something like 92b81c76-8015-4099-a6b8-11d8beddb983.pdf.

Can the filename be made to be something that is more recognizable? i.e. DonorTaxReceipt

Change fund on donation

I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.

In organization profiles, when we grant monies using email notifications, the email listed is the primary POC who may not be the financial person. Since we can add multiple emails to the org profile, is it possible to add an option that has "pay" so that we can check that box for the financial representative and all payment/grant notifications go to that person instead? Similar to the address options.

Stripe has the capability to take ACH payments, CS should then allow this