968 results found
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Spendable distributions scheduling
The ability to schedule when spendable grants are to be made would be very helpful. We currently maintain a spreadsheet that lists funds, grantees, and timing of grants to know when to go "grant spendable" each year. Being able to set the date to be granted on the beneficiary would be most helpful. I'm thinking something along the lines of the recurring grants process.
19 votes -
Ability to Build Custom Financial Statements in the Reports Section
There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.
19 votes -
set distribution amount
For those funds that specify a dollar distribution (ex: $6,000/year), it would be nice to have the ability to create and apply that distribution type. I understand it can be modified during review but could be easily missed, particularly by newer staff. If there's a good work around I'd appreciate suggestions.
19 votes -
Task Calendar Invite
Currently we us Outlook 365 and the Outlook desktop program. When I create a task for myself and choose to send a calendar invite, outlook does not allow me to save to my calendar (on the desktop version OR the web version) This means its double duty to create a task so I can track in the CRM system AND then have to create my own calendar invite. This gets to be really redundant and time consuming. Would love a fix or a work around that is not sending my task to another employee to have to send back to…
19 votes -
export in same order as shown in financial report
Export data, such as detail transactions, in the same order that is shown on the screen,
19 votes -
If Then logic custom reports
It would be great if we could have "If-Then" logic for custom reports
19 votes -
"Back End" Affiliate/SO Fund Advisor Portal Styling
Reposting with more clarification-
We need the ability to style Affiliate/SO Portals on the back end, previously this was in the "Donor Portal Fund" section of styles (see attached screenshot). Currently, all of our affiliate/SO funds will lose their specific branding if we enable the new Portal enhancements. We consider this a priority to move toward the new portal to ensure our partner funds/foundations are properly identified to their stakeholders.
18 votes -
Donation Portal: Filter/Search Funds
An option for users to select multiple fields (radio buttons/checkboxes) rather than just searching for a fund.
So, the checkboxes could allow a user to select two different service areas and filter the funds that way.
Anything in the works for filtering funds?
18 votes -
Capitalization
When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.
18 votes -
Allow Editing/Deleting the Automatic Pledge Adjustment
Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.
Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…
18 votes -
Check Approval Batch Total
On the screen where checks are approved, it would be nice to have a batch total. We make most payments by ACH in batches and it would be a good control to be able to quickly tie the batch total in C Suite to the ACH batch in our bank portal.
18 votes -
Blank Tabs grayed out or different color
Now that you've gone to a tab system it would be nice if tabs that have no information under them were grayed out or a different color. Right now you have to click on every tab to make sure you have a complete picture of the profile. If you knew that there was no information under a tab it would save time.
18 votes -
Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab
With the new profile updates, Add Opportunity is now under Relationships. Opportunities are an engagement strategy, not a link to another profile. Please either keep Add Opportunity on the left menu for all tabs or put it under the Engagement Tab. Please put Opportunities under the Engagement Tab.
18 votes -
Note block view and sizing s/b across full screen.
Note blocks take up too much space vertically. I think it would be better if the note block covered the screen horizontally with all the ID and date jargon on the top line followed by the note itself. Why is it so limited in the width of the box??? You would be able to see so much more if it went across the entire screen instead of only using 3 1/5 inches across the note block.
18 votes -
QR Code generated for online tickets sold for fundraising events & check in capabilities
Our world has moved to paperless tickets, it would be awesome when people purchase an online ticket for a fundraising event, they can receive a receipt that has a QR code they can save on their phone and can be scanned at the door when they check-in. Like they have for concerts/ball games. It would be nice if there was a platform then to scan those tickets and the system can record that they are checked in on Csuite. Don't want to use another site/platform to do it.(Eventbrite). Would be nice to have them all in one place and since…
18 votes -
Keep Attached Files When Tributes Merge
When merging tributes I'd like the ability to automatically move the attached files from the deleted tribute to the remaining tribute. Similar to the feature that was recently added when merging profiles.
18 votes -
Profile Types & Permissions
We allow many people to get into Profile Types. That’s an easy way to view and export profiles based on the assigned type. Once we give someone the Profile Type permission, they can get in there. So far so good. Then there’s permissions for Archive Profile Type and Delete Profile Type. However, those permissions are surprisingly narrowly defined to just the Profile Types. Nothing applies to Profile Fund Categories, Address Types, Email Types and Genders. So anyone who has the Profile Type permission can fully delete any of those, which is not good. And anyone can create any type and…
18 votes -
Meal Requests with campaign
When you offer a meal choice in a campaign, we would like to see registering guests only have the choice to make one meal selection and the meal selection should be mandatory. Currently, it appears guests can select more than one meal choice or they can completely skip that step and still register.
18 votes -
Custom Field in Tasks
We would like to be able to add custom fields in Tasks. One data point we have tracked in Salesforce is whether an activity/task is a "quality contact". For example forwarding an event invitation might be a task, but forwarding a news story and including a special message that encourages someone to consider making a grant might be a "quality contact" task. We use "quality contacts" to measure our client relations team success. If we could add a check box to Tasks for "quality contacts" that would be great.
18 votes -
Hate Groups, Extremist Groups
It would be very helpful to have Foundant flag groups deemed as hate groups, and/or extremist groups by using some type of source to notify users that this organization has been flagged when trying to create a grantee profile with a particular EIN, or doing the charity check in GuideStar.
18 votes
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