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  1. We recently lost a large portion of our custom field data because of a error on a custom field import. As the import had been run in both our sandbox and live sites, we were not able to pull the older data from the sandbox to fix the live site. Foundant cannot pull specific data out of a back up (would need to set the whole system back to the back up date) and so we are stuck with having lost that data. It would be a weight off our minds if we could know there is a work around…

    1 vote

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  2. The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?

    fcsuite.com/erp/profile/profiletype

    4 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  3. I would love the ability to create a customized word template based on criteria from specific reports, where the data from that report would merge directly into the template. For example, I want a directory of all our Board Members, with work information and primary contact information. I created a custom report using Profile Org Role, but now I will need to export that information to merge into a word doc template. I would love to be able to do that merge within the system.

    0 votes

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  4. Now that closed funds have an option to be viewed in the portal, it would be nice to have the option to add closed funds to the fund advisor designation so folk can see the history in the portal.

    3 votes

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  5. When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…

    1 vote

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  6. Change/Edit Date Range for Dashboard display should be sticky. Currently, the Start and End Date for Dashboard can be edited to display a different range than the default, pre-populated range. However, navigating away from the Dashboard reverts the date range back to default values. It would be amazing if the Start and End Dates were sticky, so I don't have to edit/re-select dates every time I go to the Dashboard.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Can you make the function that exists for Fund Advisor (legacy) available to all user logins? In this function, you can set the primary email as the login username in bulk and send an email for the user to set a password.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  8. It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.

    3 votes

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  9. Similar to Create Grant Requests in a bulk action from the Grants bucket, it would be nice to have a bulk create voucher requests. Currently, I have to do these one by one and it is a very slow process to have to do that for recurring vendors who are paid through the fund advisor portal.

    2 votes

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  10. We would like to request that a file upload option is added to the ACH/Banking information section of the portal. In addition to the button, a field is needed so that we can display what kind of information we are asking them to upload. Typically we require additional documentation for banking info and this would help to improve our process. The files that are uploaded here can go to the files on the profile. This would be amazing!

    4 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  11. Provide an optional Dropdown Field on Grant Requests/Recommendations from donor-advised funds:
    - General support
    - Program support (indicate specifics in Grant Description)
    - General support for an event, no benefits are received
    - Grant is for an event, full minimum cost to attend has been already paid in full outside the DAF

    Purpose: Increase due diligence when processing grants

    4 votes

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  12. During audits, we reconcile the Net Asset account for each fund. While the total Net Assets for each fund appears as a hyperlink, clicking it does not display any associated G/L transaction history. Having visibility into all transactions tied to a fund's Net Assets would be extremely helpful for identifying discrepancies and resolving errors during the audit process.

    3 votes

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  13. This idea has been proposed before but archived for lack of engagement. However, I think it's worth posting again as it would be extremely beneficial to be able to export report to formats other than a plain CSV. For example, if we could export as an excel, it could preserve the hyperlinks in a report.

    6 votes

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  14. It would be very helpful if you could set a pop-up reminder for a task or alert that automatically popped up when you log into the system on the date that the reminder is set for.

    9 votes

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  15. Adding a Deferred Revenue option when setting up a new Event:

    It looks like when you set up a new event in CSuite you need to select a revenue account. However, our procedures (and GAAP standards) dictate that revenue incurred in months prior to the month when "the performance obligation is met" must be allocated to deferred revenue rather than a current revenue account. Deferred revenue is not currently an option for this, and only back-end journaling workarounds exist to remedy it. The clean fix would be to allow for non-revenue accounts to be selected when setting up an event.…

    5 votes

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  16. It would be great to have the ability to add a note or a file to the grant catalog. There may be information that is pertinent to a specific catalog.

    1 vote

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    Planned  ·  0 comments  ·  Grant Catalog  ·  Admin →
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  17. The fund balances aren't aligning with the contribution, grant, and distribution totals due to credit card processing fees applied to donations. Is there a way for the fund advisor to drill down into each donation or view a separate screen that shows the associated fees, even before the end-of-quarter statement is posted?

    2 votes

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  18. If a fund advisor has multiple funds, i.e. an affiliate, on the screen where they can choose which fund to access, is there a way to put the fund balance under the fund name? That way you can see the fund balance without opening each fund.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  19. It would be great if the grant refunds could impact the grant total amount in the same manner as grant cancellations.
    At a minimum, the grant coding from the orginal grant should carry over into the grant refund or, at the very least, have a place to enter the Fund Grant Type Name in the grant refund record.

    When running reports by Fund Grant Type Name, refunds are blank resulting in the need to manually code them in excel each time a report is run

    1 vote

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  20. In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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