968 results found
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Gift Adjustments: Requires Unreconciliation
Currently, we always have to unreconcile bank statements in order to make gift adjustments. That’s an unwieldy and problematic process. One proposed workaround is to make negative donations, but that requires 2 new gifts that have to go through a whole new creation/review process. What’s more concerning is that negative donations would be forever visible on the donor portal, as if we moved money from their fund. We really need a way to cleanly make gift adjustments.
21 votes -
Budget to actual reporting
Have the ability to customize financial reports with funds across the top for the budget to actual reports.
2 votes -
Scholarship Directory (Similar to Nonprofit Directory)
We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.
70 votes -
Custom Additional Fields for Tickets in Event Campaigns
As a small community foundation, we have a fund holder who has the local artistic community creating about two dozen posters to promote freedom of expression. They'll be "sold" (given as premiums) for a donation to a C-Suite campaign. Each poster design is offered as one ticket.
We are running into the limitations of the C-Suite Ticket object here. We need each ticket to be able to add CUSTOM ADDITIONAL FIELDS similar to the way the Note field works at present. We would want Shipping Address for fulfillment on each item.
I know there are some order options that we…
31 votes -
Allow adding a campaign to a posted voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
20 votes -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
56 votes -
Don't notify advisor any grant adjustments
The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?
40 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
19 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
52 votes -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
102 votes -
Allow Editing/Deleting the Automatic Pledge Adjustment
Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.
Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…
18 votes -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
14 votes -
Envelope Printing Incorrectly for DAF Donations
For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…
40 votes -
Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality…
63 votes -
Bulk Make Student Grantee/Payee
To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation…
16 votes -
online donations creating new profiles each time
A donor should have the option to use their existing profile in the system instead of creating a new profile every time they donate.
57 votesWhen both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
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Merge suggestion should automatically be removed when an individual is added to household
If I am linking a profile to a household, the merge suggestion in the Engagement tab should automatically be marked as reviewed or however it needs to happen on the backend so that it stops suggesting to merge the household that was just connected to the individual or vise versa.
14 votes -
Include Campaign in "Add Financial Filters"
Please add Campaign as an option in the Add Financial Filters list of options. Thank you!
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
45 votes -
Visual Presentations Using Charts (with GL data)
In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:
Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.
Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart
Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.
8 votes
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