1061 results found
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Reports: Change Label field to Mailing Label
In Reports - Change "Label" field to "Mailing Label" to make it consistent with how it appears on the profile. "Label" is confusing and hard to find... like most fields in Reports :P
3 votes -
development@eccfwi.org
Add a feature for grants that they can link to a Pledge on a profile. When someone gives a grant from a Pass-thru fund to a fund that they have a pledge, I am not able to link it. I need to cancel the payment.
1 vote -
Import Stewards to specific funds
Please make it possible to import stewards to the respective funds. The bulk edit function that is available would be quite time consuming as we have 1000+ stewards to link to funds. Thx
1 vote -
GLM post by payment
In order to track our commitments, we would like to use GLM and have it sync to CS. The advantage to using it in GLM instead of recurring grants in CS, is that we can refer back to the commitment to see the awarded amount, what has been paid, and what is left to pay. The problem is, if it is a multi year commitment, when created, the total amount will hit the GL. We would only want the $ amount to hit the GL as it is being paid, not the full amount in the 1st year. Can this…
1 vote -
Add Organization Name and Contact Title as Template Fields for Grant Award Letters
Add Organization Name and Contact Title as Template Fields for Grant Award letters. This addition will allow for proper acknowledgment of those fund advisors who advise Corporate DAFs and list their business address as their primary contact.
1 vote -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
6 votes -
Sort Funds the same way we can sort the nonprofit directory
We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.) So when the portal is displayed, users could easily find funds in their community. We want something similar to what the nonprofit directory allows where you can click on a type (i.e., Designated or Scholarship) to help filter a long listing.
2 votesThe search are does look at service area on a fund, so that could be an option that you communicate in the content area.
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Term Investment report for "Investing Fund"
When entering the information to calculate interest on term investments in bulk, is there a way for the Select Dates for Interest Calculation Description to include the term investment “Investing Fund” or “Short Name”? This would be similar to the merge fields in the templates.
When these entries are exported and sorted, there is no reference to what term investment the interest goes to.
1 vote -
Changing Fund for Online Donations
I wish to see an easier option to change a fund after an online payment is submitted - similarly to cash or check processing where there is an easy button specifically to change the fund.
1 vote -
media file library
There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud
3 votes -
Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
6 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
Add option to filter assigned tasks
We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.
4 votes -
New Portal tutorial for outside users
Please create a Portal tutorial for outside users similar to the GLM tutorial for outside users here https://support.foundant.com/hc/en-us/articles/4479853059991-GLM-Applicant-Tutorial . This would help alleviate a lot of phone calls and emails so that we can do our jobs more efficiently. Thank you.
13 votes -
Tax Receipts - Enable Multiple Recipients and System CC
Please can you revisit the idea of allowing tax receipt to be sent to multiple contacts on a profile even when sending in bulk. Please also give us the possibility to have a copy of the communication sent to our system email.
1 vote -
Allow option to update/not update synced profile fields between GLM and CSuite
Currently, when a profile is linked from GLM to CSuite, existing CSuite data is overwritten with GLM data if it differs. Since CSuite is our database of record, and since applicants often misspell, type all caps, put their home addresses instead of org address, use abbreviations, etc., we often find that bad data has replaced the good in CSuite. It would be nice to have either: 1. a checkbox option that offers a choice to update a profile at the time the GLM and Csuite profiles are linked; 2. a global setting to allow or not allow updates to flow…
2 votes -
Public Securities: Add back preview button on sale
Not too long ago, there was a PREVIEW button when selling stock. This was extremely helpful so that you can make sure net proceeds equal what you actually received for the stock. This button disappeared and is now just a POST button. It is so much better to be able to preview the calculated proceeds before posting them because if something gets entered incorrectly, we now have to unpost the transaction to fix it. Please restore the PREVIEW button. Thank you!
5 votes -
Comprehensive Money In Daily Report
Comprehensive Money in Daily Report --- why is there no Money In Report which will capture Donations AND Profile Payments/Event tickets which can be filtered/run per day? Currently these buckets of money in live in separate sections in CSuite and we have to pull two different reports.
4 votes -
Add Household Steward as a field in custom reports
I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.
4 votes -
More details to email from "Fund Advisor Profile Updated"
This idea was already archived in the idea lab, but I'm bringing it back, as it is could still be improved.
When fund advisors update their account info in the portal (which is great!), staff receives an email notification with a link to the fund advisor record. We then click on the link, go to the profile, and then have to view the logs to determine what was changed. The email notification should included the details on what was changed OR when in Csuite, the updated information should be an alert for staff to acknowledge or "approve" the change.
4 votes
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