892 results found
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add tasks to dashboard
Could we add a task area to the dashboard? It would be great to click on the dashboard and see everything in one place.
3 votes -
Customizable Dashboards for Fund Advisors
Ability to show where we are with raising the funds of each need (a thermometer?). Needs ability that when a donor makes a recommendation via email or phone call that the dashboard updates to show the meter with the new recommendation.
2 votes -
Link profiles to voucher items for credit card vouchers
It would be wonderful to have the option to link a profile to voucher items in a similar way to how you can add an "advisor" to a donation for indirect credit. For purchases made on our organization credit cards, we input an itemized voucher into Csuite to the credit card company, but then it is very difficult to see where purchases were actually made since it is only visible in the item description text. If there was an option (not requirement) to link to another profile, then we would be able to see from the profile the payments made…
2 votesHere is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions
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Campaigns: Option to add all or primary emails to report
Allow for the option to add 'all emails' or just 'primary emails' from a report to a Campaign. When there is more than one email on a profile, we want the ability to add them all to an email campaign.
17 votes -
Allow donor to opt out of automatically generated tax receipt from online donation
Please allow an online donor to opt-out of automatically generated tax receipt and/or allow fund advisor to opt-out of donations they make to their own fund.
4 votes -
opportunity letter - need option to email
When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.
2 votes -
Send Login email does not function. Please make Login Info tab able to edit.
Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.
3 votes -
Custom Field on Notes
It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.
33 votes -
Donor Portal App
We would like the ability to have a donor portal app, with our Foundation's branding, that users could access from mobile devices.
4 votes -
add a team member to fund steward
Add additional staff members to a profile/fund so a team could work together with fund advisors or prospects. Fund Steward remains primary and additional staff could be secondary/tertiary or even equal members of the supporting team. When a note is added to an opportunity or fund, team members who are also stewards for that fund/profile could be notified to see updates about the fund. This helps with collaboration, covering a fundholder's needs if their fund steward is out, provides updates in real time to members of the team.
6 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
17 votes -
Donation/events check out page: remove option to donate/ register as organization
We are encountering a problem when an individual registers for an event as an organization. This results in duplicate profiles of the organization, and we are unable to merge or delete the profiles because a ticket is associated with it. Additionally, we have difficulty knowing which individual from the organization is attending the event because the person registering does not usually go back to edit the guest information with their name. To solve this, we would like to have an option added to the donation and ticket check out page, allowing donors/attendees to input their Organization Name/Work Organization on the…
3 votesYou should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.
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Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
30 votes -
Indicate fund balance has been reduced by pending grants on the fund
If you don't work with grants to know there are some in the system to be paid and you look at a fund that has pending grants, it can look like something is wrong on the fund. The fund balance has been reduced by the pending grants but the assets have not been reduced. This makes sense but for development people who aren't aware of grants, it can get confusing. Could there be some sort of flag on the balance that grants are pending or something?
3 votes -
Scholarship Payment Report
The default scholarship payment report includes voided checks so payments are listed twice with no notation that the payment check has been voided. When creating custom reports, there is no filter to exclude voided payments. I was advised by foundant support to export two different reports to excel and use a merge query to combine reports. Maybe that sounds easy and doable but not to me. It would be helpful if a we could run a report that shows actual payments.
5 votes -
loans - need option for sub accounts on creation
When setting up loan accounts in the Accounts Default section, you must assign only one account for Loans Payable, Loans Receivable and Loan Interest. We have 3 separate loans that are sub-accounts of these accounts. So each time I set up a loan, create a voucher for the loan payment, invoice interest payments, or invoice for a principal repayment, I need to reset the defaults so that they map to the correct sub account. Is there a way that you could allow us to enter the main account as the default but then choose the correct sub account as a…
3 votes -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
5 votes -
checkout - event options for non ticket options
We have an annual Gala fundraiser event set up as a campaign in C-Suite. The Gala has some tickets for sponsorships, some are tables, some are tickets and some are donation items or underwriting options.
For only one of those conditions is the best term "Ticket(s)" in the user's Cart Summary page.
I'd like to be able to provide a noun for use in the cart (in the edit-ticket form), so that respectively above someone could have one sponsorship, two tables, four tickets and one underwritten expense shown in their Cart Summary page as they check out.
Someone donating for…
2 votes -
login info tab: move to right of notes tab
It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.
7 votes -
Ticket Purchasing: Multiple Ticket Types option on one screen
I would like to see the option to purchase multiple types of tickets on one screen. Currently, users must add one type to cart and then have to go "back" two screens (or more) to add a different ticket type. It would be better to have a drop down option or the ability to add multiple types of tickets on one screen. This is inconvenient for both desktop users and mobile device users.
60 votes
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