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  1. It would be helpful if Foundant produced how to videos or user manuals that is appropriate for external users accessing any of the portals. With the changes to the number of portals and ways to access info, and the pending potential mobile app, it's a lot for us to try to keep up with communication-wise to our fund advisors, donors, grantees, etc. As managers of the system and its changes, if would be extremely helpful if this could be considered when new features are added or changes made?

    11 votes

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    Proposed Idea  ·  2 comments  ·  Portal  ·  Admin →
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  2. Currently, the Grant Notify feature sends one notification email per grant when grants are posted or unposted. When multiple grants from a single fund are posted at the same time, advisors receive multiple separate emails, one for each grant.
    I am requesting an enhancement that would allow multiple grants posted from the same fund at the same time to be included in a single, consolidated email notification to the fund advisor.

    19 votes

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  3. This was a previous Idea from another user that was archived. I'm reposting it here: "Once a note has been created on a profile, it isn't possible to assign that note to an opportunity. It needs to be deleted and then added to the opportunity. It would help if there were an option to edit the existing note and assign it to the opportunity." This would be extremely helpful as sometimes we have discernment meetings that are captured via notes, but the opportunity does not exist yet. It would be great to be able to either copy these notes or…

    1 vote

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  4. Please remove the requirement for a description when creating a grant in Community Suite. I'd say only a third of my grants have a description. Now I have to do a workaround to include a description in order to create the grant, but edit and remove it so that my grant check template works.

    1 vote

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  5. We manage over 900 funds, and donors visiting our Giving Hub have no way to filter by cause area, grant type, or service area. For a donor interested in Animal Welfare, Arts & Culture, Education, or Disaster Relief, browsing an unfiltered list of 900+ funds is not a workable experience.

    The data already exists in CSuite — grant type is assigned to every fund. We just need it surfaced as a filter on the public portal.

    Some foundations have built custom fund directories outside the Giving Hub to solve this. At our scale, that workaround isn't feasible — it would…

    1 vote

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  6. Fund Statement Email Body
    Can we tailor the email body to be pulled by division? Currently we have a very generic email sent out since our CF has affiliates underneath us. My thought is to do statements by organization, but then we are having to change the default email that goes out. We are really pushing for email or online statements and this would streamline the process and make it more visibly appealing to donors. Right now our email that goes out seems very generic and spamish.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Statements  ·  Admin →
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  7. When you search in the general search box, add "(Closed)" after the fund name. This was a previously implemented idea but I'd love to see a tweak to it - can you change the "(Closed)" to RED letters? I love that it's there but still often click on the wrong fund because it doesn't catch your attention

    3 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  8. If Address Validation has been enabled, the Default Drop-Down Menu Option should be "Replace with validated address" instead of "Do nothing". This will allow the user to simply click Save instead of changing each address's drop-down option one at a time and then clicking Save.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  9. We receive multiple internal donations from DAF's when Fund Advisors opt to support our work or contribute to our discretionary granting capacity. These types of internal grants are lumped into the dashboard (and reports) as one donor - us. As a result we are unable to use the dashboard to get an accurate count of "our donors." If cards could be added to the dashboard that equals count of internal fund donors, that would be brilliant!

    Every time we try to monitor this metric, we have to export a custom report and run pivot tables, which creates a margin for…

    1 vote

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  10. eMoney is where many donors’ philanthropic decisions are modeled; integration lets the community foundation be part of those decisions earlier, more accurately, and more credibly.

    We have wealth advisors requesting for us so our clients can see the full picture of their assets.

    2 votes

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  11. Show Tribute Type in the Tribute Search. There are often Honor/Memorial tributes for the same Tribute Name - CSuite requires the type to be defined.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Tributes  ·  Admin →
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  12. Please have the Fundraising Campaign list in the Donation tab of the Giving Hub, or provide a way to sort campaigns in the events tab so that it is easy to distinguish between an event and a donation. It is confusing, and people think they are looking at event tickets.

    2 votes

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  13. I see this idea has been archived a few times and I think it warrants a second look. Folks that have never used it before wouldn't understand the value but whenever you choosing a date from a calendar, it would be nice to be able to quickly click "today" instead of having to toggle through the month and year. I've had this option in previous databases I've worked in and it's simple but invaluable. Once people have used it, they'll see what they have been missing.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. It would be useful to re-assign opportunities from one employee to another in bulk. Specifically thinking about handing things off when there are staffing changes.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Opportunities  ·  Admin →
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  15. 4 votes

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    Proposed Idea  ·  6 comments  ·  Funds  ·  Admin →
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  16. 1 vote

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  17. Problem Statement:
    Currently, the system requires MFA at every login, regardless of the device or session context. While secure, this "one-size-fits-all" approach is causing significant MFA fatigue among users and disrupting workflows on trusted, managed devices.

    Proposed Enhancement:
    I am requesting the implementation of more granular MFA controls that allow for a better balance between security and user experience. Specifically, I propose adding the following features:
    "Remember This Device" Option:
    Allow users to opt-in to a trusted device status (e.g., for 14 or 30 days). This would suppress MFA prompts for subsequent logins on that specific browser/device until the duration…

    6 votes

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  18. Problem Statement:
    There is currently a technical conflict between our organization’s security tools and the CSuite platform. We enforce the use of Keeper for all staff to generate and store high-entropy passwords. However, CSuite rejects many of the standard special characters generated by these tools (e.g., ^, *, [, {, |).
    When Keeper generates a secure password, CSuite frequently returns an error, forcing staff to manually change or delete characters that are not allowed or resort to simpler, less secure passwords. This creates a significant friction point and undermines our security posture.

    Proposed Enhancement:
    Update the CSuite password validation logic…

    5 votes

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  19. There is currently an option when setting up admin fees to leave it as blank. Since there is an option for No Fee already, is it possible to remove the option to leave it as blank? With No Fee being option, leaving it blank can cause confusion

    1 vote

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  20. Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring

    1 vote

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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