1118 results found
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Default Payment Type
In the new Profiles update on 5/3/2023, I changed the Default Payment Type to Electronic on a profile, but once I saved it, the field still appears blank.
3 votesThis has been resolved
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Editing Profile Custom Fields
The new profile enhancement has doubled data entry time for the demographic info we track on students since custom fields are no longer included when you click edit. It takes too long to click edit on an individual custom field, select the answer, save it, wait for the screen to refresh, and then have to scroll back down to the custom field section to do the next one. Please go back to having all of the custom fields editable at one time.
5 votesProfiles: Added the delete option to the donor designation. On a household profile's relationship tab, moved the household members above profile types. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.
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New Profile Look/Notes
With the new look of Profiles, we're suggesting that the Notes Tab have some kind of notification to alert you that a note or notes exist. It used to be readily visible below. Now you're forced to open every single tab to get an accurate account of the profile. Maybe show a number on the tab of how many notes are there or possibly change the color of the tab to alert someone to check the tab.
15 votesThere is now a (#) in parentheses when a note (or file) has been added.
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Open Profile Custom Fields to Initial Data Entry
In the release today, May 3rd, when creating a new profile, the custom fields are not available for initial entry. This causes a significant increase in time to enter each field individually as the fields are also unavailable through the main Edit option. Please open custom fields for data entry with initial profile creation.
7 votes05-09-2023- Profiles: Added the ability to complete custom fields on profile edit.
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New Profile Updates - Household Members More Visible
Household members are difficult to find at the bottom of the relationships tab. Would like to see them at the top of the screen and not buried in one of the tabs.
5 votesProfiles: Added the delete option to the donor designation. On a household profile's relationship tab, moved the household members above profile types. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.
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Relative Current and Prior Fields Should include Week
Please add "Week" as an option for the relative current and prior fields. We run several weekly reports and would love to have them automated.
4 votesReleased on 5/6/23:
Custom Reports: Enhanced Custom Reports to have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the Custom Report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.
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Profile Log - Include All Changes?
Was curious if all fields in the profile area can be tracked for changes? Noticed today that linking two profiles together or unlinking has no audit log tracking. Appears the website field of a profile also is not tracked for changes. Hoping all the fields can be tracked for changes so we can know who/what/when data was changed!
52 votesReleased 3/8/2024:
Profiles: Adding logging on Profiles for Profile types, Philanthropic Interest Area, Link Profile (Org Roles/Profile Links), Link Fund (linking a Profile to a Fund via Profile Fund Category, Accounts Advised.
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Release Sneak Peaks
It would be nice if we were able to submit questions about releases ahead time for the release sneak peaks. These sessions move so fast that it is hard to get your questions asked.
6 votesFeel free to email me anytime with questions. skye.weber@foundant.com I will try to include them on the Sneaks :)
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Release changes to permissions
It would be extremely helpful if there could be a separate part of the release notes dedicated to the impact of the changes on permissions. As the admin for my org, when new releases come out it is frustrating to our staff that they can't see some of the new things because they don't have the permission for them. As it is right now, I can't know what new permissions are needed until they don't have access.
An example of this is the new dashboards in the sandbox. This is a new permission that had to be given to everyone…
5 votesWe will be adding a separate section on the release notes.
Just FYI, anytime a permission is added it is just to Admin level.
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pronoun bulk update
It's so great to see pronouns as a field on individual profiles! Please allow us to bulk-update pronouns for individual profiles. I would love to see that on the profile actions in custom reports but if it needs to be via bulk update (names), we can live with that too. Thank you!
5 votesProfiles: Added the ability from Bulk Update<Names to update pronoun in bulk. Clients will now the pronoun field in the last column on this export, and will be able to add pronouns using a comma to separate more that one; for example: she, her, hers
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Denied Grants on the Fund Grant Report
The ability to have denied grants in Csuite is helpful. However, if one custom report is the only place you can get the information, that isn't helpful. When a grant report is run from a fund, those denials should show there. Also, it would be most helpful for the fund advisors to see these denials as well.
4 votesGrants: Added an new option to deny an unposted/unapproved grant in the new bucket. Once a grant is denied, it will automatically move to the complete bucket and be included in the grant list in a grantee profile. Denied grants will also be included in the grant report for a fund. Denied grants will not be visible in the Fund Advisor Portal. Once a grant has been denied, there is a left hand menu option to remove the denial.
Currently, they will not be displayed in the FA portal.
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Donors dashboard - add drilldown to profiles in data
Hi, Donors dashboard is fantastic. It would be nice if the number of donors, new donors, lybunt, and sybunt is active. We will have the list of donors' names and profiles, or other reports when we click on the number.
18 votes- 11/21/2023: Dashboards: Added drillable fields to the remaining dashboards: Opportunities, Campaigns, Grants, Grantees, Vendors, Vouchers, Scholarships, Students. Users will now be able to drill down from the charts, graphs, and number to see the custom reports from where the data is populated. Users will see that the mouse will turn into a pointer on the fields that are drillable.
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May 2023 Release Feedback - Filters
The update in the Sandbox removed the ability to load saved filters when pulling a list. For example from Profiles if you click List in the Live site you can load previously saved Filters. In the Sandbox there is no ability to load saved Filters. We have 14 saved filters set up that we use regularly. In the Sandbox you’d have to rebuild the filters.
Same for Notes, when you click "Reports" on the left menu in the Sandbox there's an error - invalid or missing note ID. We have several saved notes filters in Live that we use regularly.
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8 votesThis should be resolved.
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Profiles - 4/17/2023 Release
When you are in a profile, it seems like you have to click a lot of buttons to get the household and then back to a household member. How do you get household and household member donation totals?
8 votes -
Option to Reassign Campaign Categories in Bulk
Sure would be awesome to have a bulk 'reassign category' in Campaigns. This cleanup for the new Campaign formatting is taking one thousand years... I have to reassign them one-by-one to essentially 'merge' older ones into what has now become the 'top level' Category.
2 votes -
Profiles-May Release-more feedback
Is it possible to have the Create Voucher, Create Grant, Create Donation on the Details tab in the left hand menu without having to first click on a Designation? Getting to have too many clicks to navigate to needed screen.
7 votes -
Profiles - May Release Feedback
For the new look on Profile, the Details tab should be the first tab (not the 3rd tab) and the default tab open/highlighted. Then Relationships, Engagement, Files and Notes.
Designations: Those that are enabled, should all display at the top (currently the list is static, so there could be some designations that do not apply and then some that do apply). Confusing to look at.
Custom Fields: Should align directly under the Details box or the Phones box. Right now there is a bunch of space between Details and Custom fields (when you have address, emails and a bunch of…
17 votes -
Internal vs. External Donations
With the implementation of a Donation Dashboard, having the ability to categorize donations as internal versus external would allow organizations a more accurate visual of donations received within a year. CSuite includes all internal grants as donations which overstates actual donation figures.
60 votesReleased 1/3/2024: Enhanced Dashboards to have Custom Report Filters. Users will now see a Filter hyperlink at the top of a Dashboard. Once filter has been selected, users will see a list of Custom Report Filters that are available to apply to the Dashboard. Current year will be a default filter for dashboards. If a graph does not populate once a filter is applied, the filter may not pertain to that graph.
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Increase and make Brighter fonts in Resource Examples.
When you click on the Resource Examples for the 4/17/2023 Release Notes, you are not really able to see what they are. The Grant history example under Parent/Child Org Relationship is very hard to read. The font is faded and not bold like in the live website examples. This is such a strain on the eyes. Thank you
1 voteProduct Education Team updated their information and screenshots! Thanks for your feedback.
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New changes to profiles - see household members
In the new changes to sandbox for profiles. Wish that when you are looking at a household - you can see the list of household members closer to the top of the screen. You have to do a lot of scrolling if that profile has profile types on it in order to see if there are household members. Having to do that scrolling is taking A LOT of time. It would be much more helpful to have the household members in the box at the top with the household. That way you can click on the link for the individual…
22 votes
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