1042 results found
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Auto-populate all emails into Grant Email Award letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields.
15 votes -
New hire training videos that I could assign upon hire
I have them do the walk me trainings but I would love deeper dive new hire training videos that I could assign (beyond the walk me trainings) upon starting work? I have all our initial trainings saved but so much has changed in CSuite since we initially became a client in 2021.
I am aware of YouTube but that is by date order and mostly updates. Looking for a subset of area specific trainings, grants vs development vs finance vs marketing.
Please consider this. Due to updates to CSuite alot of our instructions that were created upon our start has…
23 votes -
Ability to Build Custom Financial Statements in the Reports Section
There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.
26 votes -
Add # of Gifts field to Profile reports
You recently added "First Gift Date" and "Last Gift Date" as fields you can see on a profile report. It would be nice if you also added a "# of Gifts" field.
42 votes -
Event campaigns - adding fund advisor ability to view in portal
Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.
10 votes -
Task Email Reminder to include task description
When a task email reminder is sent from CSuite to the person the task is assigned to, can the email include the task description?
This would be very helpful.
Warm regards,
Tess13 votes -
Portal / Dashboard: for campaigns
Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.
3 votes -
Recurring gift receipts
Currently, it appears that we can only provide monthly tax receipts for recurring gifts. If the donor requests a yearly receipt for their recurring gifts there doesn't appear to be an easy "flag" letting us know who has indicated this preference. It would be nice if there was a mechanism within recurring gifts that tracks who wants a yearly receipt of their recurring gift rather than a new receipt every time a recurring gift is processed. The less we rely on an employee to remember to do tasks, the more efficient we can become.
15 votes -
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…
31 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.
5 votes -
auto receipt - ability to disable by campaign
Would like the option to turn on/off automatic ticket receipts by event.
24 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.
29 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!
26 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.
22 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…
70 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.
7 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.
117 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.
23 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
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