1232 results found
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Stock Gifts
When entering stock gifts with multiple different stocks, once the securities have been created, it would be helpful for them to be listed in alphabetical order. Once you click Create, they are not in alphabetical order.
1 vote -
API - to connect CSuite to another accounting system
API to connect CSuite GL transactions to another accounting system.
3 votes -
Move Add Opportunities to the Engagement tab
If Opportunities now reside on the Engagement tab, please move the Add Opportunities link to the Engagement tab.
15 votes -
Fund Advisor Portal
Login Pop-Up Notifications for Fund Advisors - This feature could enhance communication with fund advisors using the platform. Specifically, it would be helpful to have a pop-up notification window appear when a fund advisor logs in.
This pop-up could be used for:
Announcements about the grant catalog (e.g., opening/closing dates, deadlines, reminders).
Notifications when the foundation office is closed for holidays or special events.
Other time-sensitive updates that advisors need to be aware of right away.
Having this tool would ensure important messages are not missed, while reducing the need for multiple reminder emails. Ideally, the pop-up could be set…
4 votes -
API for RE
API to connect Profiles, Donations & Fund data to RE
3 votes -
API for Salesforce
API to connect CSuite CRM, Donation, Fund and Grant data to an Account and/or Contact in Salesforce.
3 votes -
charity check disable or bulk action
We are an Education Foundation supporting our local K12 public schools. Our grants are directly to the District, to individual teachers, or to higher ed institutions. The Charity Check feature presents difficulties. We need a bulk action to set "No Charity Status Check" or a system wide option to "Disable Charity Check" as these features do not serve our present situation.
2 votes -
spell check
The addition of Spell Check in all areas of Csuite would be fantastic!
1 vote -
New Fund Portal Doesn't Show Purchased Tickets
Help! The updated fund portal "the portal" does not show ticket sales when using campaigns, if they are not true donations/contributions. This is a change and a negative one! I have sold the campaign function to fund advisors for things like events and or membership drives - but now they don't see ticket sales (non gift) in the portal! If you export a donation excel list, you can see the ticket sales USED to be in there. For some reason, they stopped showing up (unless it's the 3% donation add on). Big loss for function and customer service.
1 vote -
receipt donation function shows unposted donations
Currently, donation receipts show in list before posted for receipts. If they only appeared after posted, it would reduce the potential error in sending out a donation receipt too early, but allow for a placeholder to be made.
2 votes -
Donation Receipt only after posted
Generate receipt option only after donations are posted to avoid errors and accidentally sending a receipt too early, but still allow you to save the donation in the system as a placeholder.
1 vote -
Customize MFA Text for Portal Login
We would like to be able to update the MFA communication from Foundant when our clients login to the Fund Portal. Currently the MFA sends a text with just numbers. Some of our Fund Advisors are weary of Spam/Phishing. Can we add the ability to customize the message.
Example: Austin Community Foundation is sending your one time passcode: 000000
2 votes -
Loan Module
Our organization makes loans to external organizations. It would be helpful if the information from the loan module could be exported to a fund statement. I believe currently only internal loan information is able to be published on a statement.
1 vote -
Add Email Subject field for Scholarship Award Letter
It would be very helpful to have a field for the email subject when sending out scholarship letters. Currently needs to be populated every time and also the body of the email doesn't keep the format set within the field under content.
2 votes -
Historic Fund Balance in custom reporting
Historic Fund Balance in custom reporting
3 votes -
Vendor Permissions Separate From Profile Permissions
Have the vendor area of a profile have different view, edit, delete, etc. permissions form the regular profile so that vendor info can be locked down to control payment information
13 votes -
Separate "Create" and "Link Profiles" in Permissions
Can you please separate the "Link Profiles" permission from the "Create" permission under Profile Permissions? We don't want some staff to be able to create new profiles, but we want them to be able to link existing profiles to each other under relationships. Thanks so much.
5 votes -
Move "Review Grant Request" link to just below Grant Request Cart
Please move the Review Grant Request link to just below the Grant Request Cart so fund advisors readily see this link.
7 votes -
1 vote
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Nonreported Individual and Household Duplicates
Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?
Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of…
3 votes
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