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  1. Please add the option to rename the "login" button for the Portal when accessing from the Giving Hub.

    When a fund advisor is logged in to the Portal and navigates to the Giving Hub through the "Donate" tab, it may appear as though they have been logged out since the button to return to the Portal says "Login." Being able to change the name of this tab would allow fund advisors to easily see where to click to get back to the Portal.

    16 votes

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  2. Print current spendable balance in the portal for donors to see.

    1 vote

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    Feedback Needed  ·  Holly Spitz responded

    The spendable balance of a fund should display (unless $-0-, this is feedback we are going to update in the next few months). There is a setting on a fund to hide spendable. Is that enabled? It is in Portal Options>Portal Settings.

  3. It would be great if there were a total when batch creating vouchers in the grants area. There are totals in each area of of the process such as posting, and approving, but not during the batch voucher.

    3 votes

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  4. Please add the option to save changes made to the Report Columns options when on the Print screen in Financial Reporting. The new changes made in Financial reporting allow for additional print options, but it is not possible to save these changes for future use. Please provide the option to save these changes so they can be loaded when re-running these financial reports in the future.

    6 votes

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  5. When an interfund grant is processed the donation side of the transaction lists the name without the corresponding fund number when reporting. It would be helpful if the full name including the fund number displayed on reports.

    3 votes

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  6. (Reposting an archived idea) Please add the ability to link multiple beneficiary profiles to one opportunity. It is common for us to track gifts (e.g. bequests or planned gifts) that will end up benefiting multiple organizations in our community, and we would like to be able to report on opportunities benefiting each organization without having to create duplicate opportunities for each beneficiary of a gift.

    7 votes

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  7. Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).

    31 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  8. It is very rare that a custom report needs to be shared with every employee, typically just one other person or a team. It would be very helpful to be able to select from the user list which employees you want to share with and be able to edit who you shared with at anytime. This will avoid the custom report page from getting overwhelmingly long for everyone.

    7 votes

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  9. Please add "Set Service Area" to the options under Bulk Actions of a custom report just like there is the ability to "Set Grant Type" from this menu. This field does not have the ability to be required on all grants and it very important to have filled in to report on who our grant dollars are serving, so if it is not filled in for a group of grants that can mean manually updating hundreds at a time.

    3 votes

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    1 comment  ·  System Data  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Update: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.

  10. When soliciting donations from larger corporations, many of those organizations are requesting an invoice (or proforma invoice) from us to pay the donation. Currently there is no way to create an invoice and associated it as a donation. If an invoice is created, there is no way associate that payment with a tax receipt and include this payment as a donation on the manual statement of the fund. A huge enhancement would be integrate the invoicing functionality with a 'donation' or a pledge to allow for proper accountability with the fund statement and give the ability for tax receipts to…

    1 vote

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  11. It's great that org roles let you select "active" and enter dates, but the dates only show on the org profile, not the individuals, and the "active" setting is displayed nowhere.

    My idea is that the status (Active/inactive) is displayed on both org and profile under relationships tab, as well as the dates. Currently if its not active the role is italicized, which is way too subtle.

    Came here and looks like this has been posted before but got archived https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/47039656-org-roles :( Please upvote!

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  12. Please make grant catalog request fields OPTIONAL. Foundant subscribers should be able to customize the fields they want populated.
    When creating a new grant catalog entry in CSuite, all fields in the request are required in order to submit. We have also tried using the Grant Catalog Fields within a GLM application in order to sync to a catalog in CSuite, and again ALL fields are required. The required fields add more information than we want to present to our donors. The current functionality creates a lot more work for our team to produce what our donors want to see.…

    5 votes

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  13. The "Grant Request Advisor Name" field only exists on the grant request record and in the Grant Request custom report. We would like to see this field available in other reports such as the Grant Report or Grant Status custom report so that we can pull that into grant reports. Is that a possibility?

    2 votes

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  14. Would like to suggest a change to what happens when you click on the menu item "account transfers." Currently you get two part display of a limited number of physical transfers on the top and balance swaps below. If I need to "see more" to get to an older date, I lose the ability to see the other type of transfer. It would be helpful to be able to choose which type of transfer and display more of each by opening separate windows so I can see them side by side, or to have both the top and bottom sections…

    1 vote

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  15. Please bring over the date of the email when the Foundant add-in is used to copy an email to a note in CSuite from Outlook. Currently the note date is the date the email is copied (even if that is not the day the email was sent/received), and the original email send date is not recorded anywhere in the body of the CSuite note.

    10 votes

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  16. Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).

    37 votes

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  17. We have a specific fund that needs to track everyone who is making a donation as they are using their fund as a flow-through. However, a few members had made their donations and accidentally marked their donations as anonymous when checking out. This made it difficult for the Fund Advisor to follow up with those who had not made their donations. To make it easier for both the Fund Advisor and the members who are donating, it would be nice to have the option to disable/remove the "Anonymous Donation" checkbox from the checkout screen, but only for this specific fund…

    1 vote

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  18. We desperately need an option to remove Work Organization and Title from mailing addresses created from a campaign!

    Currently there is no option to remove these fields, which is frustrating because we like to utilize them internally but people's titles and working organizations change frequently.

    Also, can we export the mailing labels as a docx?

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  19. Allow Donor Portal users to be able to separate subfunds from the main fund to view financials.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  20. I just logged into my personal Donation/Fund Portal using my Google Pixel 8 and it does not look good. Many of the fields are overlapping and cannot be read properly. Please update/modify for responsive use, it's not built taking this into consideration.

    26 votes

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