CommunitySuite Idea Lab

  1. Two-Factor Authentication for Donor Portal

    Set-up two-factor authentication for Donor Portal.

    5 votes

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  2. Upload Profiles / importdata needs it's own security group

    Like Merging profiles and bulk update, importing profiles needs its own security group under Profiles (Manage access to profile). Currently if you can Create ONE Profile you can Upload and create 100's or 1000's of them.

    0 votes

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  3. Online Donation Promotions

    It would be helpful to have a shortened description for funds on the promotion page of the online donation section. That way it can easily be viewed but if a donor clicks on that fund that can see the full fund summary.

    1 vote

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  4. Copy Daf Grants (and others) and then change as needed

    COPY AVAILABLE FOR CREATING GRANTS - it would be so efficient to be able to copy a previous grant and then change amounts, etc after so that other things that do not change don't have to be re-entered such as descriptions of unrestricted, letter template, area, covid code. This would be sooooo helpful especially during busy daf grant season which is already upon us. Also this would be very helpful for those working remotely (like me) who have very slow internet - it takes about 15 seconds to choose an item in a dropdown menu and to add one more…

    3 votes

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  5. Custom Report for Interfunds

    This would show both Donation information and Grant information. Would help with a custom report for Donor Receipts and Grantee Letters.

    4 votes

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  6. Opportunity Import Template

    It would be helpful to have a column for "Solicited Amount" when importing opportunities by the bulk.

    2 votes

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  7. 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%.

    2 votes

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  8. 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.

    1 vote

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  9. Salutation Field for Fundholder Portal Registration Email

    Within the Site Custom Field options, it would be great to be able to use the {{Salutation}} field in the advisor log in email that goes out to new fund advisors.

    Currently, it is only possible to use {{Name}} which creates an email that reads as:

    Dear John Smith,

    This is rather stiff and having the ability to populate just the first name would be greatly appreciated!

    5 votes

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  10. Fund Advisor log-in

    Can Foundant create a page that a fund advisor sees when first login in that briefly describes the / a conflict of interest policy?

    1 vote

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  11. (Temporarily) Shut Down Donation 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…

    8 votes

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  12. Suggestion: Output field Organization should NOT grab Houselhold data

    When I create a report to list a group of profiles for a mailing, I include the Output field "Organization", But for "Household" profiles, the "organization field populates with the household name - which is not the same as the Label field, causing these profiles addresses to have TWO names: Label and Household. I think that "household" should NOT be pulled into the Organization output field. They should be sepaate fields for various kines of data/list outputs.

    1 vote

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  13. 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.

    2 votes

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  14. 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.

    1 vote

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  15. Add grant advisor, grant letter template, service area and grant types to recurring grants

    Please allow for the entering of the grant advisor, grant letter template, service area and grant type fields when first entering a recurring grant so that letters will be generated without manually editing and so tracking of service areas and grants types will be accurate. (Currently these fields are not available so must be manually entered with each occurance.)

    7 votes

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  16. opening balance

    Add "Opening Balance" to custom reports. We use this for quarterly reports and would like to run reports to show how much a fund was opened with, rather than having to go back and pull opening gifts manually.

    4 votes

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  17. Dropdown menus

    Within the individual fund screens, it would be nice to have each section's dropdown item (assets, fund summary, etc) already collapsed and then as you want that item, you would expand it. This would be beneficial as you could see all options on the page upon opening especially since the Notes tab is at the bottom of the page

    2 votes

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  18. I need to filter out sub funds in order to get an accurate fund count.

    This was my answer from Foundant. "Currently there isn’t a way to pull this information in a report from CSuite.

    The easiest way would be to export the Funds list by going to Funds then List and select Export CSV. Then in Excel the SubOf field will be in the export & you can filter that way to filter out the funds that are sub funds."

    PLEASE ADD THE ABILITY TO REMOVE SUB-FUNDS TO GET AN ACCURATE FUND COUNT.

    4 votes

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  19. Please add Journal Entry approval date in custom reports

    We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

    6 votes

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  20. Change Default GL Account

    We would like the ability to change the default accounts for gifts prior to posting from the gift module. The current method requires seperate journal entries to get the transaction in the correct accounts: Example: Deferred revenue and Gifts Receivable

    1 vote

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