1699 results found
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BUG: "New" Donations are Automatically Going to "Receipt" Bucket
Our "New" donations are automatically going to the "Receipt" bucket without passing through the "Posted" bucket for approval. This is problematic, as there can now be receipts going out with donations that have not been through the approval process yet.
1 voteThanks for this feedback, but it is not a bug. Donations have always populated the receipt bucket regardless of posted/approval status. If you feel strongly that you don't like this workflow, I would suggest adding another idea to add an option for this.
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Tasks - when completing add option to add a follow-up task and retain Description
When completing a task, add option to add a follow-up task
When completing a task, it would be nice to have an option to add a follow-up task. When any of our staff I've assigned a task to, completes a task it would be nice for them to see an option to add the next follow-up task to ensure this occurs. Otherwise if they don't, I need to re-review their portfolios and make sure there is a follow-up occurring as needed. Especially with Stewardship follow-ups.8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Recognition Name / Change Donor
We often receive online donations from individuals who wish to attribute the gift to their household. They indicate this in the Recognition field. However, the donation continues to be displayed under the individual donor's profile. It would be helpful to have the ability to click 'Change Donor' on these gifts, allowing us to transfer the donation to the Household profile instead of listing it under the individual.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Change in how the Fund Advisor record treats the login field, please go back.
Up until very recently (3/2024) we could create and update a fund advisor record to NOT have the login field populated when we were creating/editing fund advisor records that do not access the portal (email/paper). Now that we are forced to populate this field it has destroyed our process for creating/monitoring fund advisor records. Please only make that field required IF the record is ONLINE.
3 votesThis is a bug that will be fixed shortly. Moving this to archived.
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Support Hub
When you are trying to find helpful information in the Support Hub, you should have CommunitySuite Release Notes 2021, 2022 or 2023. Please be more precise on where you can find the info. You have to scroll through the release notes to find what you are looking for. Please try to be more helpful.
1 voteThere is an option to use Microsoft's <ctrl>f function to search for key words in the different release note area's. Information on how to do this can be found at the top of the release note list.
Here is the link to that direct page: https://support.foundant.com/hc/en-us/articles/19612670098455-CommunitySuite-Release-Notes-2024
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Errors on lots of dashboards
The Top Individual, Top Household, Top Org, Top Funds, etc. on some of the dashboards (Donors, Funds, etc) are wrong. These are really cool features, so please fix so we can deploy these. Thanks.
1 voteThis is a support issue. The product team has forwarded this to our support team.
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Fund Statements: default fund stmt template
Make it easier to change the default fund statement format, like make it doable on the Fund Statement format page rather than selecting the default format edit it, save it and then go edit another format to make it the default.
Another option would be that if a default is not selected that when you create fund statements, you could select which format you would like to use.1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant reporting - add deceased fund advisors and still be able to still see all grants made from a fund
When creating a grant report to see all grants made from DAFs, but to exclude deceased fund advisors, we learned that when we added that filter, it removed grants from the report. Chat support said the issue is the "Advisor Deceased" filter, if we remove this filter it will then give us all of the grants. The filter applies to grant advisors, and so it excludes any grant that doesn't have a grant advisor.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bequests
There should be a clear and simple process to log a bequest intention or future planned gift so that you can keep track and monitor your planned giving pipeline. I tried to do it as a Promise, but you need to have the date of first payment and that has obvious issue.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
P.S. Most Foundation's use Opportunities to track a bequest. Look on compass for ideas from other Foundation's.
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remove grants in "New Bucket" from Grants Dashboard
I believe this should be an immediate fix - please remove "New" grants from grants dashboard. Let people use the filter to add them, but please don't include them in the unfiltered view. Thank you.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Payment description; include in related transactions
When I enter a payment, I usually will enter a description for what that payment is for. The description I entered does not show up. Instead it shows the name of the customer. We need the description to actually show up everywhere it says Description. This is also related to grants and donations.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Donation Tax Receipt Numberical Format using a consistent numbering system.
Donation Tax Receipt Numberical Format using a consistent numbering system. This is a requirement and should be considered.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Statement Sort
I saw a June 2022 idea about sorting Fund Statements by newest first that apparently has been implemented. I don't see this on my live site since statements are sorted by the Start Date column (see file). That pushes the 2023 calendar year statements at the beginning (bottom) of the 2023 reports rather than at the end (top). Sorting by End Date would move it near the top, but not exactly if the secondary sort is alpha by Description.
Ideally - regardless of Publish date:
CY2023
Q4
Dec
Nov
Oct
Q3
Sept
Aug
July
Q2
June
May
Apr
Q1
Mar…1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk year-end receipts - remove extra $ above the Total line
When printing bulk year-end receipts, the Total of gift receipt amount is generated and added to the receipt although the receipt letter has an extra $ above the $ with the total gift amount. Small thing but it looks like a mistake when we send this to donors. And also add, to gift Total with no cents, .00. Right now it just prints gift amount without decimals if it is an even amount.
6 votes -
Total needed for Grants filtered by date
When the donor/advisors are filtering by date for grants paid, it would be nice to have a total included in the view. The total is the reason for filtering the information. Without a total displayed, the donor/advisor must calculate the total manually.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant Catalog Character Limit
We like having the option to have more text in the long description for grant catalog requests, but sometimes this leads to very lengthy descriptions (more than our donors likely want to view as they scroll through the catalog). It would be great if we had the ability to set a character limit.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk print year-end envelope template
Add same field options for the envelope template that are on the year-end receipt template. The names on the bulk year-end envelopes are not the same that print on the letter.
From CS CHAT:
Unfortunately, I cannot change the fields pulled in on the envelope fields -- This would need to be suggested to our Idealab. As our developers are primarily focused on the needs of our clients as a whole, putting this into our Idealab will allow them to see if this would be widely appreciated and therefore implemented. In addition to your Idealab post, it also gives me…4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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unposted checks - display on ap table
it would be nice to see which checking account the unposted checks that are listed on the accounts payable listing.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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internal grant letter
We would like to be able to print a letter for an internal grant. Currently, when we process a grant from a DAF to another foundation fund, it prompts to choose if we want a tax receipt and then we can select a tax receipt template, but there is no option to print. We understand this isn't a tax receipt, but often need to notify a donor confirmation their grants have been made, even when it is to one of our funds and not an external recipient. After talking with chat, we were told there is no way to do…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Till IDs in Global Search
Till Transaction ID & Till Deposit ID are provided on certain screens, but those ID numbers are not searchable in the Global Search at the top left of the home screen. They should be searchable like all other IDs in the system.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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