1226 results found
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Multiple Advisors on one grant
We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.
20 votes -
Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
9 votes -
When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields
When moving a profile from 'inactive' to 'active', it is currently required to then click Clear 'do not mail', 'do not email', and 'do not call'. These steps do not remove 'inactive' from the address, email, and phone fields. It's then required to remove 'inactive' from these 3 fields. This should automatically happen when moving the profile from 'inactive' to 'active'.
23 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
17 votes -
Single Sign On with Microsoft 365
Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.
7 votes -
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
24 votes -
Create custom view or add columns to donation bucket list
I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.
13 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
27 votes -
Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
12 votesPlease add the specific object and filters needed.
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Send or print grant letters in bulk, not just by check batch
We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.
30 votes -
18 votes
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Recognize soft credits on donor profiles
We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.
40 votes -
Allow bulk updates via data imports (csv with unique IDs)
Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.
13 votes -
Add multiple payment types and banking information to profiles
Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.
21 votes -
Flag Duplicate Addresses
Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.
26 votes -
Online Donations: Setting to disable auto receipt when a tribute is included
When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.
Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?
Or could the system allow me to edit my letter before it is emailed?
11 votes -
idea lab
Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.
I wonder if Foundant support might develop a mechanism where, when they…
29 votesThank you for this suggestion. We are working on improvements to Idea Lab and our process.
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New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.
It would be beneficial if the Email Delivery status for bounced or dropped emails was in red.
39 votes -
Prevent Duplicate Fund Short Names
We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.
16 votes -
Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record
The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.
12 votes
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