968 results found
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Link Tasks to the Stages in Opportunities
It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do…
23 votes -
Add the ability to import custodial statements
We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.
4 votes -
auto receipt - ability to disable by campaign
Would like the option to turn on/off automatic ticket receipts by event.
21 votes -
Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity
Custom task reports should show ALL tasks, not just the tasks that have been entered from within an Opportunity. Currently, custom task report only shows tasks entered from within an opportunity.
17 votes -
Ticket Purchaser & Guests In One Spot
Would like to see ticket purchasers and guests all in one spot. Currently, you can only see a list of ticket purchasers and the number of tickets they've purchased and then the "guests" of these ticket purchasers are in another area (guest list). Would be great to see the guests underneath the ticket purchaser, similar to how the campaign invitee list formats guests/household members (you have the invitee and then below them & to the right will list their guests or household profiles with their email info, all in one spot).
24 votes -
text communication to student applicants
I'm on a call with several scholarship managers, several of whom use foundant and we want to be able to communicate with students via text for reminding them about applications, followups, etc... What a difference that would make!
25 votes -
Multifund Donation - Multiple Donation Types
Currently when entering a multifund donation only one Donation Type is allowed. Under certain circumstances split donations need to be applied to different revenue accounts.
Adding the ability to select a Donation Type for each multifund line item would expedite the entry process and eliminate separate entries for split gifts.
15 votes -
Increase character count in grant description field
It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.
We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.
20 votes -
online donation receipts
Alert: Online Donation Receipts Merge INCORRECT DONOR INFO
If a donor with an existing CSuite profile enters new contact information while making an online gift, CSuite will port that information into their profile before emailing a tax receipt. However, the tax receipt is merged using the primary contact information, NOT the new info the donor has just shared. This is true for both the mailing address and the email address.
Example: Joe and Jane have an existing household profile; Joe’s email is marked as primary. For Joe’s birthday, Jane makes an online gift to a fund they love. She enters…
11 votes -
notes
Would like to see notes to be able to be categorized by note type, same as attached files are separated by category.
14 votes -
Grant Letters - Need Ability to Customize Process & Edit Letters
It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.
Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.
Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…
45 votes -
1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
6 votes -
Combine credit card fees with the donation amount
Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.
112 votes -
Please bring back the switch to electronic function on cheques
I'm not sure why support has asked me to post this on the Idea Lab since this was a function we used to have but is now it's missing on the left hand menu. It seems more of a support issue, but here goes.
Today I had a situation where an incorrect cheque number was entered in a 2018 transaction. I can’t fix this because it goes back way too far. Normally what I do is click switch to electronic on the left hand menu and make a note on the reconciled printout of the cheque number.
Now switch to…
25 votes -
Master Fund- Attachments & linking notes
Master funds are a subfund of multiple funds (for us 2 a designated and agency portion). It would be very beneficial if any of the attachments or notes that get put on the designated or agency portion get attached to the masterfund automatically OR vice versa where if we attach something on the master fund it goes to the subfunds. If we could have the ability to link a fund like you can for notes but be able to link 1 or multiple funds to one attachment that would be perfect.
Which also- having the ability to link notes to…
12 votes -
Linking profiles to funds- multiple links at a time
It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…58 votes -
Admin Fees: choose more than one donation type for an Admin Fee
It would be great to be able to choose more than one donation type to charge an Admin Fee to. I have an Admin Fee for 2.5% on each donation that comes into the fund. But it does not pick up internal donations or stock donations. I had to add two more Admin Fee Types to get this done, rather than being able to choose all three from a drop down list.
22 votes -
Credit card fees and tax recpts
Can we please have one donation listed for credit card gifts that cover the fee? I know that both get covered in the template amount, but it's weird to have them listed as separate gifts that we then have to click the red sent button for...
13 votes -
Add option to create a letter from a profile
I would like to have the ability to generate even a simple letter from a profile, so it auto fills name, address and I can take it from there. Add to the "Create" in the left sidebar please!
47 votes -
Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
23 votes
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