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  1. Changing the way the funds are presented in the Fund section in CSuite so that chronological is an option, instead of only alphabetical, would be helpful. I'd like to find my new funds faster.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
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  2. We would like to see CSuite generate notifications to grant approvers for recurring grants to help remind staff when the grant is due to go out. A generated email with general grant information would be extremely helpful.

    1 vote

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  3. We would like to see CSuite generate notifications to grant approvers for recurring grants to help remind staff when the grant is due to go out. A generated email with general grant information would be extremely helpful.

    1 vote

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  4. Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →
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  5. Once a donor has given through the Giving Hub page, there is a default Thank You that appears (1A in image attached)- we would like to be able to edit & format, and/or hide this.

    On this same page display, the Continue Giving button (1B in attached image) is plopped right down onto the edge of the footer, and it looks terrible. Would also like the ability to add a margin to this or otherwise move/change this button!

    1 vote

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  6. When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.

    5 votes

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  7. It would be a nice feature to be able to send an invoice payment confirmation email (similar to grant and donation templates) along with a copy of the invoice attachment in Csuite. Currently we have to manually email the payment confirmations for invoices processed in Csuite.

    1 vote

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  8. With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?

    Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…

    1 vote

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  9. When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.

    For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.

    1 vote

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  10. Please add custom fields that come with date and comment fields. The date so we can easily see when a particular custom field was last updated, and comments gives us the ability to add more details. This would be a huge enhancement. Similar to Raiser's Edge functionality.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Display the calculated age of an individual profile from the date of birth field.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  12. Calculate and display the age based on the profile date of birth.

    2 votes

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    0 comments  ·  Profiles  ·  Admin →
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  13. We love the new Outlook integration. Can it include attachments from emails when using the new Outlook sync?

    4 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  14. Please consider assigning a grant letter template through the Fund profile. Looking at the fund profile for the name of the grant letter template is so much more efficient than going back to the Template listing and scrolling down to find the fund and their assigned grant letter template.

    2 votes

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  15. Allow for multiple directories to be tied to profiles. For instance, we use the nonprofit directory feature, which is awesome. We would also like to have a consultant directory. I'm thinking same look and functionality, just allow for more than one directory option.

    5 votes

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  16. When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.

    2 votes

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  17. Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?

    5 votes

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  18. The integration of Raisely to Foundant would be very useful for campaigns held externally, highlighting the automatic recording for donation details (donor contact information, donation amounts, and Stripe fees) could be directly populated and tied a specific fund. Similar to how Stripe donations and its donor details are automatically fed through Foundant, rather than having to import a list.
    Currently, Funraisin’s integration can only import a donation list and cannot auto/bulk populate donor profiles unless they are individually and manually added and this is very time-consuming when met with extreme amounts of donations.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. When creating campaigns to sell tickets for our affiliate partners' events, the ticket sales can go directly into their funds, rather than dealing with third party payment processors. However, they do not have access to their ticket sales info, which they need to coordinate the planning of their event. They also need an up-to-date guest list to be generated shortly before the event starts. This is a major strain for weekend activities when the foundation is not staffed to manually monitor and send ticket sales reports.

    This could be resolved by enabling scheduled ticket sales reports, where the time can…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  20. When putting in a budget for a fund, is there a way to have it not spread evenly out over the 12 month period? For example, can you allocate different % to different quarters? Like 20% Q1, 25% Q2, 35% Q3 etc. I know there is a manual way where you can put in a specific number for each month, but automating this with % amounts per quarter/month would be great.

    1 vote

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