1590 results found
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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.
2 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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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.
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Improve Bulk Grant Emails by Defaulting to Payee Address
When using the bulk email feature to send grant letters, the payee email address does not automatically populate - instead it defaults to the primary email address. This is problematic because the payee email is the one that needs to receive the notification.
Manually changing each individual email address is extremely time consuming, given our high volume of 50-100 grants per week. I suggest updating the bulk email tool so that it pulls the payee email address by default, rather than or in addition to the primary email. Automating this would save our team substantial time and effort each week…
11 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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Tribute Notification
Please bring back the notification on the tributes tab that used to be there, similar to the tax receipts tab. This WHOLE TIME I thought we hadn't been receiving any tributes when in fact we have but we weren't notified because that feature was taken off for whatever reason. I don't know why something like that would ever be removed, especially if it was a helpful feature that we were already used to. Changes like these are making our jobs a lot harder. You should be mindful of what's actually helpful for the user experience.
The old system for the…
11 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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Back Dating Checks
When printing checks we should not be able to backdate checks, especially crossing over fiscal years. Normally, we can enter the checks with a date 6/30 date, but print the check current date or future date. I would really like to see some type of lockdown related to backdating checks.
Auditors are looking for gaps in check numbers when reviewing the yearly audit, so this would help in reducing the risk of printing checks when the checks should be shown as payable.
0 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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Ability to Archive Investment Strategies
When reviewing the investment strategies there is no ability to mark them as inactive or archive the ones that are no longer needed or necessary. When looking at the funds assigned to the Investment Strategy there is nothing to tell you that a fund assigned to an investment strategy is closed unless you click into the fund. It would be nice if the investment strategies could be marked as inactive or archive. In addition to showing that the fund in the list when looking at the details of the investment strategy are closed.
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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Add Next: Review and Submit Grant Requests
Add NEXT: Review and Submit Grant Requests on the New Grant Request page when there is a grant in the Unsubmitted Grant Requests "cart." And, make the NEXT: Review and Submit Grant Requests with a blue background so it draws attention that this needs to be done.
7 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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Deleted files
Is there a way to add even a temporary "Trashbox" for deleted files? As we are adding more files to CSuite it is easy to envision someone accidentally deleting a critical file with no method of retrieval. I have tightened permissions, but anyone can make a mistake.
6 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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Do Not Mail profile, yet Mail when vendor
Is it possible to have Do Not Mail for profile in donor mode, but Mail in vendor mode.
Some of our profiles do not wish to receive general mailouts but we still need to be able to cut a cheque using their address.5 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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Add Back Zoom to Profile Images
I appreciate the simplified process for adding pictures/images to a profile. I used to have the ability to zoom and reposition the image before making it final. That was especially helpful as we rely heavily on social media posts and other sources for our images. It's nice to crop and zoom to get the best image for that profile.
Please consider bringing back the zoom feature. 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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Files keeping on the same page/screen when uploading
When I upload a file, it takes me back to the details page instead of staying on the files page screen. It would be nice to stay on the page you are working in rather than it detouring you back to the fund home page.
5 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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Combining grant and AP vouchers into one Check or ACH
I would like the ability to combine grant vouchers with AP vouchers when the same profile is used to produce a single check or ACH. This happens often for us since some of our little grants are paid by our credit card. When it's time to pay the bill, two, or on some occasions, more than two checks get generated even when the checkbox for combining vendors is checked.
1 voteVouchers and Grant Voucher are combining to one check if that option is checked when creating checks. Please reach out to support if you have questions on this process.
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loan payment receipts
We would like the option to supply a loan payment receipt that would show the total principle of the loan left to pay. Right now there is no option in Csuite to create payment receipts for any type of payment.
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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Ability to Delete and Import Historical Invoices (migration cleanup)
We need to do some cleanup on our migrated donation data because not all of our data came over cleanly. As part of that work, we want to delete incorrect, and import correct, historical invoice records. We need the ability to do that just as we do this for historical donations.
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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Bulk Edit the Type (Task Type Name) within Custom Note Report
We have several notes without a Task Type Name associated with them.
We would like to create a report to narrow down to a certain set of notes and bulk assign the type to the list of notes.
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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Add Profile ID to Note Custom Report
The Note Custom Report has several options for Profile ID (e.g., Employee, Primary Advisor) but it does not include the Profile ID for a standard profile. Would it be possible to add that field?
Our specific scenario is to search for notes on a vendor record and also include the "native" Profile ID on the report output.
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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