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  1. Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.

    8 votes

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  2. We utilize a custom field to filter our expenses and vouchers by department. However, when creating reports or pulling a standard report from the system, this custom field is not included as a filtering option. It would be helpful to include custom fields in all reports that the system generates and not require additional steps to get the report to filter appropriately.

    2 votes

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  3. It would be great to have the option to include the public name of the receiving fund for internal grant records. Right now this option only seems to exist for the originating fund. Since many of our Funds have a public name, right now when we create our fund records for example, they are showing the internal name of our Funds like Operating Fund, rather than the public name, CNYCF Community Fund.

    6 votes

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  4. Want to be able to have generic contact information on the portal should there be any questions/concerns that is available from all pages, not just the steward block on the fund summary screen.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  5. When "Show Student Data" selected in the Donor Advisor Portal Setting have it only show student's name and school they're attending, but no personal information.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  6. On credit memo records, it would be helpful to have a link to the invoice that the credit was applied to. If you look on the original invoice record, there is a "Payments Applied" section that links to the credit memo. But the reverse is not true--if you're looking at the credit memo record, there is no way to tell which invoice it was applied to.

    2 votes

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  7. Changing the way the funds are presented in the Fund section in CSuite so that chronological is an option, instead of only alphabetical, would be helpful. I'd like to find my new funds faster.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
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  8. Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!

    1 vote

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  9. Once a donor has given through the Giving Hub page, there is a default Thank You that appears (1A in image attached)- we would like to be able to edit & format, and/or hide this.

    On this same page display, the Continue Giving button (1B in attached image) is plopped right down onto the edge of the footer, and it looks terrible. Would also like the ability to add a margin to this or otherwise move/change this button!

    1 vote

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  10. When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.

    8 votes

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  11. It would be a nice feature to be able to send an invoice payment confirmation email (similar to grant and donation templates) along with a copy of the invoice attachment in Csuite. Currently we have to manually email the payment confirmations for invoices processed in Csuite.

    4 votes

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  12. With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?

    Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…

    1 vote

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  13. When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.

    For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.

    5 votes

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  14. Please add custom fields that come with date and comment fields. The date so we can easily see when a particular custom field was last updated, and comments gives us the ability to add more details. This would be a huge enhancement. Similar to Raiser's Edge functionality.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. We love the new Outlook integration. Can it include attachments from emails when using the new Outlook sync?

    4 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  16. Please consider assigning a grant letter template through the Fund profile. Looking at the fund profile for the name of the grant letter template is so much more efficient than going back to the Template listing and scrolling down to find the fund and their assigned grant letter template.

    2 votes

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  17. Allow for multiple directories to be tied to profiles. For instance, we use the nonprofit directory feature, which is awesome. We would also like to have a consultant directory. I'm thinking same look and functionality, just allow for more than one directory option.

    5 votes

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  18. When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.

    2 votes

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  19. Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?

    6 votes

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  20. The integration of Raisely to Foundant would be very useful for campaigns held externally, highlighting the automatic recording for donation details (donor contact information, donation amounts, and Stripe fees) could be directly populated and tied a specific fund. Similar to how Stripe donations and its donor details are automatically fed through Foundant, rather than having to import a list.
    Currently, Funraisin’s integration can only import a donation list and cannot auto/bulk populate donor profiles unless they are individually and manually added and this is very time-consuming when met with extreme amounts of donations.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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