892 results found
-
Fund Advisor: Make Password visible
When fund advisors reset their portal password, please add the option for them to make the passwords visible. Requested directly from donors.
54 votes -
Balance Swap Account Filter shows closed accounts
In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.
16 votes -
Closed Funds should appear in Red in Relationships tab
When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.
90 votes -
chat box
Can you please have the chat box stay up on the screen instead of disappearing each time you have to move to a different tab, it's very annoying to have to restart the chat each time.
Thanks!23 votes -
Duplicate Profiles
Before a recent update the system would flag you if you put in a duplicate name or address when creating a new profile. Now the system allows for a duplicate and it's not showing under duplicates on the left side tab. We see it under the engagments tab, but it needs to be brought back out to the left side tab so that all duplicates can be managed at one time, not have to search for them one by one.
19 votes -
Pronoun field on donation forms
It would be great to have an optional pronoun field on donation forms, so those donating online can self-select their preferred pronouns. This would help with donor relations and making sure future communications with donors are informed and respectful.
20 votes -
Check Approval Batch Total
On the screen where checks are approved, it would be nice to have a batch total. We make most payments by ACH in batches and it would be a good control to be able to quickly tie the batch total in C Suite to the ACH batch in our bank portal.
20 votes -
edit voucher description
Edit voucher descriptions without having to unpost and unapprove. it's duplicative work to have to go through the approval process again to edit or add information to the voucher description.
17 votes -
Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware
One of the most limiting things about using Foundant is the lack of connectivity to other platforms that we all use. Even in cases where there is some integration (like with MailChimp) that integration is extremely limited.
I found those ideas all via one quick search in the Idea Lab for the word "integrate." I bet there are many other requests that could also be solved this way.
If you're considering voting for this and want to know more, you can see all of the integrations available via Zapier, Make, and MuleSoft at these locations:
Zapier: https://zapier.com/apps
Make: https://www.make.com/en/integrations
MuleSoft: …27 votes -
Opportunity Task Workflow
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating an number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be custom designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
43 votes -
new profile
Hello, the new profiles are great! would it be possible for the tabs to indicate if there is information on the tab? For instance by color or bold lettering. Then you would not have to open every to know if there was data. This would be so helpful.
30 votes -
new checks - total for all checks and each batch
In the checks module, when there are checks in the new check bucket, it would be helpful to have a total of all checks in the bucket on that screen. Additionally, when you click into a given batch of checks (regardless of which bucket it's in), it would be helpful to have a batch total appear on that screen as well.
27 votes -
bulk upload
It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.
16 votes -
Allow editing a custom report name, description or sharing without having to save as a different report
It is fantastic we can now just use "Save" in custom reports to save updates to an established report. It would be mind blowing if we could also have the option to EDIT the report to update the description, the shared toggle or even the name without using "Save As" and deleting the older report.
26 votes -
Add campaign categories as a filter and field in custom reports
Please add campaign categories as a filter and field in custom reports so we can dive deeper into reporting on campaign activities, attendance patterns, etc. Thank you!
24 votes -
Profile changes (ex: name, address) should not update historical information.
When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.
55 votes -
HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)
LOVE THE NEW PROFILE FORMAT - but can members of a household be links at the top instead of under the relationship tab?
From an individual profile, you have the link to go to their household profile, but it doesn't work the same way going in the opposite direction.
15 votes -
Blank Tabs grayed out or different color
Now that you've gone to a tab system it would be nice if tabs that have no information under them were grayed out or a different color. Right now you have to click on every tab to make sure you have a complete picture of the profile. If you knew that there was no information under a tab it would save time.
20 votes -
percentage of gift to spendable
It would be nice to have the ability to apply a percentage or dollar amount of a donation to the spendable and the remainder to the endowed portion. We have some funds that have been setup this way but currently the donation has to be entered as two separate donations in order to achieve the split.
30 votes -
New profile change - updating addresses
With the new profile updates, I noticed that when I change an address associated with a household, it does not ask if I want to update the other addresses within the household. Can we please have this feature restored? I now have to go into each profile and update the address which is time consuming.
18 votes
- Don't see your idea?