968 results found
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Fund Statement Table
It would be great to incorporate a table/chart to show monthly movement in the Equity portion of our fund statements.
1 vote -
Custom Fields - for grantee designation
Allow custom fields to be added to the Grantee Designation tab on a profile.
10 votes -
Profiles: Allow edit of profile phone types
Allow for adding and revising of Phone Types as is allowed for Email and Mailing Address Types.
7 votes -
Bulk upload files
Bulk Attach Files visible in each Fund
Reposting this to bring it back to consideration. When attaching a file in bulk to Funds to share on the Fund Advisor Portal, the file is visible in portals. But not visible in each individual Fund. It doesn't make sense to bulk attach a file and then not be able to see it in each fund.
2 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 -
Campaigns
We hold an annual scholarship luncheon where students and their two guests are free to attend. If a student would like to invite an additional guest, they are charged $25 per guest. Unfortunately, we cannot use C-Suite Campaigns as it does not have that functionality. It would be great if we could have that functionality in C-Suite so we don't have to use Eventbrite for our luncheon.
1 vote -
Report Date / Last Run Date
Would also be great if there was a Report Date / Last Run Date. Helpful to know how recently the report was run.
4 votes -
Balance sheet comparison over years
Much like one can run an Income Statement for a fund over several years, and choose 'Financial Year' to see the individual year activity, it would help to have that same functionality for the balance sheet. Currently one can only choose 'Year over Year' and thus has to run the report several times to provide the same view that is easily available with the Income Statement.
6 votes -
Payment
Currently when paying a voucher, two options for "Check Type" are offered in the drop-down box: "CHECK" or "Electronic". It would be helpful if more options were available. Specifically in our instance "ACH" "Debit Card" and "Wire Transfer".
6 votes -
Delete email and phone numbers from Edit Mode
We need a delete button in Edit mode on profiles, so that you can delete an old phone number or email. Right now, you have to clear the field and click save, but I have found that doesn't even work. The old phone number still displays, so I then have to click delete from the main page. If you are in edit mode, you should be able to delete with one button.
7 votes -
Inactive Emails should not display as a selection in email functionality or anywhere!
I marked an email inactive and then updated the current email as Primary. When I go into the email function from the left menu bar, I still have the Inactive email address as the first option in the email dropdown. What is the point if having an email marked Inactive, if it still shows up in the functionality? And, the user has to go back to the profile to determine which one is the Primary/active one. At the very least, can you mark the inactive email with "Inactive" ?
8 votes -
Assigning 2 employees to an opportunity
Some opportunities are successfully closed when approached in a team. We'd like to have the ability to assign 2 employees to an opportunity, with 1 being the primary or lead and the other being support or secondary.
9 votes -
Recurring Grants - New Interval
It would be useful to have more interval options than are available for recurring grants. In particular, we would like to have an 'every other year' option.
An archived idea once suggested a 'twice a month' interval, so other foundations do occasionally wish to set up recurring grants outside of standard intervals.
12 votes -
Multi fund donation subtotal line
When using the multi fund feature on donations, it would be amazing if there was a subtotal line summing up the donations as they're entered.
4 votes -
Filter Checks Listings
Please add an option to filter posted and voided items on the Checks page in CSuite. Currently, there is no way to search for a check without having to page through 30 checks at a time (ctrl+F only works page-by-page) or export a list by date to Excel. I realize a custom report option exists, but the listing has already been built into CSuite. Please allow us to search it easily.
2 votes -
Notification for Admin Login
We have split out the admin access from the responsible employee's normal user (they have two user accounts). Since there is no reason for them to be in the admin user except to change permissions or add users, they should not be using it regularly as they could easily override all controls with the admin access. Is there a way that you could notify specific users when admin accounts have had a login?
2 votes -
Decision Date - option to bulk update
Bulk update Decision Date for non competitive grants created in CSuite.
7 votes -
Edit campaign after tickets created
We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.
1 vote -
Make Vendor Name available for custom reports for Positive Pay
Check templates have a merge field vendor_name. It would be very helpful if that same field were available for custom reports. We use Positive Pay through our bank and it's important the report matches what is printed on checks.
5 votes -
Donation Import Template - Add Pledge ID
When using the donation import template there is no field to link the donation being imported to an open pledge or promise in CSuite. This requires clicking on the pledge ID & looking for any donations made by the donor & then linking them. Or going into each donation & then linking to open pledges. Either way it is a manual process to link imported donations to pledges or promises. For organizations that have a high volume of pledge payments this is a time consuming process. It would be beneficial to be able to do this as part of the…
2 votes
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