1126 results found
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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 -
Remove profiles option for campaigns
The option to remove profiles by filters in a campaign was removed in the campaign update. We use this feature for our mailers to remove deceased and do not mail profiles. I think the Remove Profile option should be added back for campaigns.
4 votes4-24-2023: Added back the ability to bulk remove from campaigns from a filtered list.
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Number of profiles in campaigns
The new campaign update no longer shows how many profiles are in the campaign. I think this should be added back.
27 votes06-22-2023- Campaigns: Added a number to indicate how many notes, files, profiles, tickets are in a tab.
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Bulk remove profiles from a campaign
The latest update has removed the capability to add a filter and remove profiles (in bulk) from a campaign. I utilize this to clean up every mailing list/event list to catch those that may have been brought in that are inactive/deceased/do not mail or if I only want individuals/households and not organizations (for example).
25 votes4-24-2023: Added the ability to bulk remove profiles from a filtered list.
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billiejo@pajewishendowment.org
Relative current and Prior periods need to also include “week”.
1 voteA relative week filter is available in custom reports.
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Ability to Sign Up For E-Newsletter (checkbox) When Making an Online Donation
There should be a way for an online donor to sign up for our e-newsletter as a part of their online donation process. This could be done by adding a check box that says "sign up for our e-newsletter" or something similar. Should be located directly below where they enter in their email address.
7 votes12/6/2023: Funds: Enhanced Funds Bulk Edit to include Short Summary, Internal Description Field, and Fund Summary. This will allow clients to easily update several funds at a time. The Short Summary field will also allow for HTML language. This Short Summary will be used on the Donation Page with the new release.
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AP Aging report as of a Specific date
Would like an AP Aging report as of a specific date to provide to auditors.
Historical AP doesn't work for this because there are no dates in the AP section.
3 votes9/22/2023: Accounts Payable: Added the Voucher number and Voucher date to the Historical AP report. This will allow clients to more easily reconcile and audit at month or year-end.
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Include multiple funds in tax receipt templates
If a donor makes a split gift (one gift that will be directed to two or more funds), the tax receipt should have the power to merge EACH fund name in the letter text. This is not possible with a simple {{fund.name}} merge, so I looked to the next option, below.
I hoped the {{#foreachitem}} option could resolve this issue, but placing #foreachitem" in a paragraph will create a duplicate paragraph to repeat with the second fund name.
I've attached a PDF that demonstrates the repeating issue, using the same {{#foreachitem}} merge at the top AND the bottom of the…
2 votesThe for each loop should work to generate multi fund tax receipts. Please reach out to Success by clicking on the help icon then selecting the Success tab. A member of our support team who is an expert in templates should be able to help with this.
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Tributes - a hot mess! Please fix this!
The tribute functionality is a big mess. There are multiple issues with it, which I have listed below:
* When a donor enters "John & Jane Doe" in notify, CSuite creates an Organizational Profile. This makes finding and merging those profiles incredibly difficult.
* Every time a donor enters notify information via the online portal, it is creating a DUPLICATE profile in CSuite. You would think this wouldn't be any big deal, but unfortunately we have tested this in multiple instances and CSuite does not recognize these are similar to existing profiles (so the little "merge" suggestion at the bottom…37 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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Inactivate a Letter Template
Now that you cannot delete a letter template once it has been attached to a grant, it would be great to be able to "Inactivate" an old template to remove it from the dropdown list of options. Otherwise, the template option list may become very lengthy and hard to navigate.
12 votesYou can delete a letter template as long as the template is not your default.
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Promoted Funds - End Date
It would be very helpful to have the option to put an end date on a fund promotion so that they would come off the promoted funds list on the donation page automatically. Many of our promoted funds are for memorial gifts. As a practice, we generally leave a fund on the promoted list for 1 month after the passing of the individual being remembered. Yes - we can make dated task reminders and calendar reminders but it would be great if the system would just do it.
5 votes8/2/2023: Funds: Updated UI to align with look and feel of profiles and campaigns. The fund record now has a header which contains the main fund information and is available on all tabs. In order to organize fund information and limit the left side menu options, the following tabs have been added: Details, Relationships, Settings, Fund Statements, Files & Notes.
On the Details tab, clients will see the main details of the fund such as: short name, creation date, fund groups, and the fund assets sections. We have also moved budget and loans, from the Options settings to Details card . Reports are still located on the Detail’s Tab, but have all been grouped under on left hand menu: Reports. Once Reports is selected a new page will appear and all of the Reports will appear in the left hand menu.
On the Relationship's Tab clients will find Scholarships, Beneficiaries,…
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Create an address type
It would be awesome if we could create our own address type. I understand there are several on the dropdown for business, home, etc. But it would be nice to create a separate address type if possible. We ACH our designated grants June 1st every year... but before sending them out we like to address them a letter/email to notify them of the ACH and see if they need to update their ACH information. I would like to be able to put an "ACH Address" on the profile when the address is different for the ACH vs. where we would…
3 votesThere is a current option to set your own address types. In Profiles, select Profile Types from the left side menu. You should then see an option to Add Address Type. That allows you to add a new address type. If you have further questions, please reach out to support.
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email history
I would like to be able to create a custom report or have a report option that showed me email history. This way, I can filter on status for those emails that were not delivered across areas within Foundant.
2 votesReleased 4/29/2024:
Reports: Added a new report, Undelivered Emails. This report is located in Reports, Create Reports, and then in the left hand column next to Profile Email History. This report is a report of all Bounced or Dropped emails in the system. This will allow users to easily identify the emails status and the response. This report contains the following columns: date sent, name, email history id, email, subject, status, and response. No permission changed with this update.
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Move Help Area/Giant Blue Question Mark
I am hoping the giant, floating blue question mark could maybe be moved from the lower right portion of every screen to the top - sometimes it covers data that I am attempting to view on the screen. If it were right next to compass, idea lab, releases, and 9-dot all the resources would be located in the same area.
2 votesYou are able to move the help question mark to any corner of your screen. Simply select and move, you will see a green box appear as you move it to each corner.
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Better Layout for User Experience of Grant Catalog Features
Our foundation recently started using the grant catalogue publicly, meaning that it is going to have many projects added to it that public donors will be searching to fund. Currently, the view is not very user friendly and write ups appear in a very small column that is difficult to sort through for a user.
I'm proposing introducing a "Card View" where you can show 2 or 3 cards per column, and each card has information like:
- Image
- Organization Name
- Project Title
- Short Description (short excerpt from the full description)
- Request Amount
- Amount Funded…
8 votesThis is available in the new donation portal. Here is a link to the help article for setup instructions: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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