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1284 results found

  1. Allow user to specify dates on all custom reports

    Add a date field to all reports, so for example if you create a Funds report, you can ask for the balances as of a specific date.

    10 votes

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    0 comments  ·  Reports  ·  Admin →
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  2. bank investments integration

    Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts

    14 votes

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  3. Direct Excel Export of Reconciliation

    It would be really handy to have an export to excel for the account reconcilations.

    7 votes

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  4. Batch update "Do not email"

    We use the mailchimp integration with CSuite and would love to have the ability to batch update the bounced emails as "Do not email." Currently these have to be done individually, which takes a lot of time when you have over 100 to do.

    26 votes

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    1 comment  ·  Admin →
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  5. Improve GuideStar Data coming from Donor Portal

    When a donor uses the GuideStar feature to reccomend a grant through the Donor Portal it does not populate the information that would be useful to create a new grantee in the system. We have to create a new grantee, then change the grantee, for our workflow with GLM. If you could easily see the EIN, Address and Organization Name in the "Request" bucket that would ensure we have the correct grantee.

    8 votes

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  6. Grant Description Required in Donor Portal

    It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

    40 votes

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  7. Link payments to opportunity

    Please create a way to link payments to opportunities. Currently, you can only link donations.
    Problem: we invoiced a county for their grant commitment per their request and to show on our books when the grant contract was signed. Unfortunately, I cannot (yet) link the payment to the opportunity so that tracking works (committed amount/balance remaining).

    9 votes

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  8. filter option to mark grants complete

    In the Grants workflow, I would love if we could use custom reporting to filter which grants we would like to mark as "Complete." For us, it doesn't make sense to bulk complete all of them, but there are far too many that need to be completed to do it one-by-one.

    20 votes

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  9. investment performance

    It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…

    15 votes

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  10. internal grant upload

    Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.

    47 votes

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  11. Add Fund Steward as a field for Fund Statement Templates

    We would like to use the Fund Steward field on our Fund Statements as a specific contact for each fund holder. Our 900+ funds have been divided among 3 team members that will handle communication with the fund holders. We want to print on the statement something like - Contact Your Team Member with Questions - then list the Fund Steward name. Support told us that Fund Steward is not currently an available field to use on Fund Statements.

    15 votes

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  12. admin fee

    Check a box that allows sub funds balances to be grouped with main fund balance when running admin fee calculation - instead of creating and admin fee group. So that if the value of the funds together moves the total to a lesser tier. For example, if the main fund has $750,000, and the sub has $300,000 and you assess 1.5% on funds under 1 million, 1% on funds over $1 mill that the calculation combines the funds only to assess the 1%.

    4 votes

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    0 comments  ·  Admin Fee  ·  Admin →
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  13. Anonymous Donor

    A profile can be marked as anonymous, which will make all future and past donations anonymous, however, this does not apply to when the donor is the "Advised Donor" for a donation. Since the donor's profile is marked as anonymous, it would be nice if this also apply to any Advised donations.

    6 votes

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  14. (Temporarily) Shut Down Fund Advisor Portal

    It would be great to have the ability to temporarily shut down the donation portal.

    We recently had an issue (our error--and of course Foundant helped us fix it!!) that caused fund balances to show incorrectly. We were worried, of course, about donors seeing bad information in the donor portal. While we could have taken the log in page off of our website, a fair amount of our donors have the site bookmarked, so still could have gotten in. We also thought about unlinking Fund Advisors on the affected funds, but we have over 800 funds, so that would have…

    17 votes

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  15. Changing the name of the Description field for Grant Requests in the Fund Advisor Portal

    Description on a Grant Request is a vague word choice that doesn't provide clear direction to Fund Advisors. There have been many times where FA's have entered a description of the grantee in this field rather than their grant purpose. Please update this field to say something like Grant Purpose or allow us to edit the name of the field.

    4 votes

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  16. Update the Submit button on the Grant Request manual entry

    When Fund Advisors are entering in a grantee manually rather than utilizing the search, "Submit" can be confusing. I have had multiple FA's reach out concerned that they weren't going to be able to input the Amount or Description before hitting Submit. Please use a different word here that lets Fund Advisors know there is more to be done.

    3 votes

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  17. Create a Grant Status between Voucher and Paid, such as Unpaid.

    Currently, a grant's Grant Status switches to Paid before the person who processes payments even gets it. It would help with reporting if the grant didn't have a status of Paid until the payment is actually posted. Thank you!

    5 votes

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  18. Day Date for Cleared Checks in Bank Reconcile

    There needs to be a day date that can be entered for cleared checks as the checks clear during the month instead of having to wait until the month is reconciled. We often have to go and print off cleared checks from our bank and it would be helpful to have the date the check cleared our bank account in CSuite Bank Reconcile module. In order to know which checks have cleared our bank on a daily basis I have to maintain an excel spreadsheet to show the day date that the check cleared our bank.

    9 votes

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  19. Task Calendar Invite

    Currently we us Outlook 365 and the Outlook desktop program. When I create a task for myself and choose to send a calendar invite, outlook does not allow me to save to my calendar (on the desktop version OR the web version) This means its double duty to create a task so I can track in the CRM system AND then have to create my own calendar invite. This gets to be really redundant and time consuming. Would love a fix or a work around that is not sending my task to another employee to have to send back to…

    15 votes

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  20. Scholarships in Donor Portal not showing in Total Grants amount

    Currently on the Donor Portal when the fund is a scholarship, the Total Grants amount on the Home page shows $0, even though the Grants From The Fund page shows all scholarships granted from the fund. It is confusing to our donors to originally see that $0 grants have been made from the fund, but then click in a different tab and see all of the scholarships/grants that have gone out of the fund. Can these two areas be connected?

    14 votes

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