1437 results found
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Embed C-Suite Reports into Website
It would be extremely helpful to have the ability to embed C-Suite custom reports into our website using an embed code or widget.
The report should remain connected to the C-Suite data so that when information is updated in C-Suite, the version displayed on the website automatically updates as well.
This would be especially valuable for nonprofits that want to publicly share current grant, scholarship, fund, or impact information without having to manually recreate and update reports on their websites.
We would specifically like this to keep a list of our donors on our website.
1 vote -
Providing Total Historical Grants Since Inception on the Fund Statements
In the past through Endowment Solutions, our fund statements always showed the total dollar amount for grants distributed from an individual fund. This was a great marketing tool where you can compare total gifts, to total grants, to current balances. Many of our customers use the fund statement to share with their members, so having it just on the fund advisor portal doesn't always get it in front of others who may contribute.
With our transition to Foundant, we found that for all-time grant totals, there isn’t a standard/automated way to show a fund’s all-time grantmaking total on Fund Statements.…1 vote -
Generate a Ticket when you "Add Profile" to an Event
When I add a profile to an event, I'd like to auto generate a ticket id for them to ensure all guests are tracked and accounted for
1 vote -
tax receipt email subject line
The tax receipt email subject line currently says "Donation tax receipt". It would be very helpful if we could edit the subject line in the thank you/receipt email to donors. Sometimes we want to send an email to thank a donor for an advised donation or a grant from a foundation. Those do not contain a tax receipt.
0 votes -
Internal Grant thank you letter
Please update the functionality for the Associated Donation record for an Internal Grant Transfer. Currently one may pick a Gift Acknowledgement Template on the Associated Donation and the transaction does appear in the Donations/Receipt bucket. However, when clicking on Tax Receipts for processing, the transaction does not appear. Our Foundation uses a NonTax Gift Template contained in the Tax Receipt Templates for outside DAF gifts VERY frequently. So why can't the Associated Donation to a Internal Grant Transfer have this function available just like any other Donation? We have to manually create a gift acknowledgement letter for every internal grant.…
7 votes -
Ability to print out an excel version of a year's budget
Ability to print out an excel version of a year's budget
1 vote -
Adding multiple campaigns to one donation
Adding this again...
The ability to add multiple campaigns to one donation would come in handy. Sometimes there are events that two campaigns would apply.
i.e. We have a anniversary campaign that goes all year, but a donation might come through that meets that criteria and it was given at an event, so we'd like to add it to that campaign as well.
2 votes -
Bulk Update Tool for Grants
We would like to have a Bulk Update tool for grants similar to the Bulk Update tool available for Profiles (the export/import tool - not Bulk Actions).
Our immediate use case would be for making updates to fields (both standard and custom) on large batches of Beneficiary and Recurring grants.
6 votes -
Gmail Integration
Utilize the Google Suite, would like to have integration with Gmail so they can send emails from their inbox into CSuite.
2 votes -
EIN as a field for "Duplicate" tagging and merging
Currently, there are only a few fields that flag for duplicate profiles (address, for example). We believe it would be helpful if EIN could be added as a field for scanning (and tagging) duplicate profiles.
5 votes -
jeanette@communityfoundationci.org
Please follow USPS Postal Addressing Standards Publication 28 (attached for reference) when validating and suggesting mailing addresses on profiles. Currently, CSuite recommends address corrections that do not follow USPS standards, and it causes mail to be returned as undeliverable; example attached. The address validation tool is helpful, and we want to use it, but the tool should be based on USPS standards which it currently is not. Fellow CSuite users, please support this idea! Thank you!
6 votes -
fund statement formats
We would like to create Fund Statements with 5 columns: One column for each quarter and the 5th a YTD. This is currently not possible.
We think it would be helpful for Auditors, Donors, Staff, etc. I attached an example.
17 votes -
Linked Fund Advisors Unable to get Donation Notification Emails
We currently utilize the fund advisor designation for our organizations holding an endowment fund with OCCF.
The main contact is usually the fund advisor and the receiver of the donation notifications.
The problem we are facing is that our linked fund advisors are not able to receive donation notifications unless their email is added to the main profile and the box is checked within the fund advisor designation or making their individual profile a fund advisor with that box checked.
I have a picture of the login and linked advisor below for reference. Even if the linked individual is marked…3 votes -
Reporting and Data Viz Templates
Every reporting system: Tableau, Power BI...have templates for standard reports that give you a starting point.
If you're going to spend time creating something, please make it useful and easy to get started. Even the AI on the Data Viz bombs out for no reason.
If you're unable or unwilling to do this, create a simple way to share Report and Viz templates.
2 votes -
Allow each note id to contain multiple profile ids
I want to suggest that each note id might have multiple profile ids.
For example, if I hosted a meeting with the director of a nonprofit organization. I would want this note to display both the profile id of the organization and the individual that I met with. When i click the organizations "Notes" tab it will show each note for the organization's profile id, and some notes will also have additional profile ids listed if they are associated with another individual or another organization.
6 votes -
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api.
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api results for the fund.
1 vote -
manual admin fee description
Currently, the description entered on a manual admin fee displays only on the transaction to the receiving fund. On the fund that pays the fees, the description shows the fund name, not the custom description that was previously entered.
Can the description please be the same for the fund paying the admin fee as it is for the fund receiving the admin fee, as entered when creating the fee.
3 votes -
event
Allow fund advisors to see guest names/rsvps for events tied to their fund. Right now they can see the payer name only and export their contact info, but if there are multiple tickets bought in a pack, they can't use the information in the portal to create a guest list/plan catering, etc. It would also be nice if the campaign name was visible to them in the portal as well. We have a handful of fundholders that hold multiple fundraisers throughout the year, and the stop Foundation staff from what they're doing to pull multiple guest lists for them takes…
2 votes -
Reporting
I would love to be able to pull in notes or tasks to an opportunity report. If I create an opportunity notes report then it only shows profiles WITH notes and leaves out any profiles within a specific opportunity type with no notes.
7 votes -
Adjust when Tax Acknowledgments show in Receipt bucket
Currently, as soon as donation information is entered and a tax acknowledgment template is chosen, but before the donation is posted, the tax acknowledgment populates in the Receipt bucket to be sent. We wait to post some donations until the donation details have been confirmed, specifically for stock donations but also other one-off situations. Currently, we have to communicate to the person who prints the Tax Acknowledgments to wait to send specific acknowledgments because the donation isn't actually approved/posted. This could be avoided if the tax acknowledgment only populates in the Receipt section AFTER the donation has been posted.
3 votes
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