55 results found
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Sending emails in csuite
I asked about this last year, but posting fresh again to maybe get back on radar. If you want us to use your platform for sending emails and keeping track of correspondence, we need to look professional when doing it. Sending an email in Courier with no signature or logo won't cut it.
8 votes -
Ability to Build Custom Financial Statements in the Reports Section
There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.
12 votes -
Event campaigns - adding fund advisor ability to view in portal
Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.
7 votes -
User Portal / Dashboard
Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.
1 vote -
1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
5 votes -
Public Securities Sort
Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes…
24 votes -
Available to Grant in Fund Advisor Portal Should Not Show a Negative Number
With the downturn in the markets we have more funds than usual that are underwater and have no spendable income available to grant. Those funds are currently showing a negative number in the Fund Advisor Portal. This is confusing to Fund Advisors. Is it possible to update the calculations so that if the available to grant is negative it would show as a zero on the Fund Advisor Portal. Or is it possible to turn off the showing of the Available to Grant by fund instead of all or nothing?
4 votes -
Secure option to obtain ACH information
We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.
141 votes -
Change "no-reply@fcsuite.com" to Default Email Reply To
We are continuing to have problems with Fund Advisors telling us that they are not receiving system-generated emails from us. We believe this is because the name and the email address do not match. That is, our organization's name is in the sender name but the domain in the email address is fcsuite.com.
Has there been any discussion to investigate the possibility of changing "no-reply@fcsuite.com" to what is entered in the "Default Email Reply To" setting in Systems Data?
We believe this would pass more smoothly through spam filters.
33 votes -
financial reports columns
Please make the option available to exclude columns not needed (e.g., remove YTD Actual if we don't want it) from the canned financial reports.
4 votes -
E-Mail Attachment and Responses
It would be great if you could attach a document to an e-mail and also when the person responds, it goes into their Profile record
4 votes -
Docusign Integration
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.
114 votes -
CC and BCC E-mail to attach donor correspondence
I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!
Little Green Light is an example of a CRM that empowers this.
23 votes -
Grant Catalog Amount Field instead of Donate Button
Instead of having the Donate button in the Grant Catalog, have an field for each organization where an amount can be entered. This way a donor can give to mulitiple organizations without having to go back and forth from the catalog to the cart.
13 votes -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
14 votes -
One Log In Across Foundant Platforms
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.
192 votes -
Bank Reconciliation with Outstanding Items List
It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.
32 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Approval Bucket in Scholarships
Similar to grants create an "Approval" bucket for scholarships so the scholarships would go from New, Approval, Open. Allow approval to be based upon each scholarship & not just each fund.
This would give foundations that are not using the SLM product another layer/level of approval and segregation of duties. Currently, they can only differentiate who does what based upon the permission groups that each user is in. This makes it harder for the teams to administer when they have a large scholarship team.
8 votes -
stock gift entry - import, update description and entry order
1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time
2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security
3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry
108 votes -
Donor Portal description vs. notes: it is hard to know what the difference is!
It would be helpful if, in the donor portal, it was clear to the fundholder that the Description field is visible to grantees but the Notes field is visible only internally. We have donors enter info in Notes that they want the grantee to see (e.g. "Thanks for all you do, from Joe Smith"), and we have to choose to copy it into the Grant Description field (labor intensive) or ignore it.
16 votes
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