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892 results found

  1. Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.

    6 votes

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    Proposed Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. We would like the ability to create multifund invoices just as you can with many other areas of CSuite.

    21 votes

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  3. I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.

    12 votes

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  4. It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.

    24 votes

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  5. It would be great if we had the ability to enable conditional logic to custom fields.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Allow filters on the check voucher module for ease of browsing and locating info.

    11 votes

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  7. We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.

    30 votes

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  8. 17 votes

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  9. We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.

    33 votes

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  10. Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.

    15 votes

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  11. Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.

    18 votes

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  12. Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.

    24 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  13. When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.

    Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?

    Or could the system allow me to edit my letter before it is emailed?

    11 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  14. Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.

    I wonder if Foundant support might develop a mechanism where, when they…

    22 votes

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    2 comments  ·  Other  ·  Admin →
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  15. It would be beneficial if the Email Delivery status for bounced or dropped emails was in red.

    32 votes

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  16. We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  17. Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.

    31 votes

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  18. The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.

    12 votes

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  19. To complete online registration, the registrar needs to provide their details, including credit card information, and optional the guest's name; the guest must be included to enable RSVP confirmation and appear on the guest list.
    If the registrar represents an organization, the RSVP status won't be displayed in the profile. Is it feasible to incorporate a registration column for this purpose? Please note, that activating RSVP to yes will treat the organization as an additional guest, impacting the total RSVP count.

    13 votes

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    Planned  ·  2 comments  ·  Campaigns  ·  Admin →
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  20. When adding an Auction to a Campaign, you are currently only able to enter one account # (I add Auction Non-Deductible). Due to this the donation portion does not go to the correct fund. I have to manually go in and override each donation portion from contribution to Auction Deductible.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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