1067 results found
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Customize Your Information Settings Per Campaign- Individual/Household/Organization
When setting up a campaign, it would be helpful to select the fields required per event.
At the moment, by default, CSuite allows registrants to select Individual, Household, or Organization. This has resulted in many individuals registering as a No Name Organizations.
During setup, if we could choose the registrant type appropriate, for example, only allow individuals to register, we can get their appropriate information.
Then, if "Add Organization Name" was an additional field that we could set to required when applicable, we would be sure to get all the info when needed.18 votes -
grant minimums by fund group
We would love to have a minimum grant request option for the portal but its done by fund groups. For example: DAF's minimum grant is $500 but maybe and Org Endowed is $100. We adopted a policy that requires all DAF grants to be over $500. However, if we set that as the grant request minimum for the portal it will cause issues for some of our small organizational endowed funds who maybe don't have $500 in ATS in any given year.
18 votes -
Financial Views
When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.
18 votes -
mobile app
Has Foundant explored the idea of creating their own mobile app for CSuite? I see a lot of requests related to making content more mobile friendly and responsive. I know you are revamping the donation pages with this in mind. But what about if there are staff members who could be helped by having a true mobile app with limited functionality? I'd bet there are many that have to be in the field meeting with folks for at least part of their day, and they would find great benefit in being able to quickly look up profiles, view grant and…
18 votes -
Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
18 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
18 votes -
Grant Letter emails should be included in an organization's email history!
Grant Letter emails should be included in an organization's email history!
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 -
Dynamic "Primary Org Contact" field replace static "Contact" field
On an organizational profile record, the static fields "Contact" and "Contact Title" allow you to type in a name and title, which then populate the address blocks on that record. Those fields appear on check letter and grant letter templates.
There is also an option to select an individual which is linked to the organization as a "Primary Org Contact". That selection makes a dynamic link to the individual. However, "Primary Org Contact" is not an available merge field on any template.It would be ideal to have that dynamic, linked indication available as a merge field or (even better!)…
18 votes -
Refunds
Add ability to process scholarship refunds without the initial check being reconciled first
18 votes -
Impact Investing: revenue share
Impact Investing-Revenue Share
We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…18 votes -
Fund Advisor Portal - make Fund Steward email address a hyperlink
We noticed on the Legacy Portal that the Fund Steward email address is a hyperlink but on the Fund Advisor portal, it is not. Was wondering if that is something you can enable?
17 votes -
Allow formatting of post-checkout page elements: Giving Hub
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!
17 votes -
Create Grant Request - Enhancement Option to Rename the Button
In the new portal there is an option to rename the Grant Request left navigation menu tab, which is great. However, the persistent Create Grant Request button on the top left is not something to rename. So if we want to rename the left navigation to "Recommend a Grant" which is the language our fund advisors are used to seeing, the language of Create Grant Request is not consistent. So, regardless of the option to customize the tab name, because the button is fixed we are going to be restricted to naming it consistent to the button. If we can…
17 votes -
Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record
Only staff members with full "Manage Login Info/Login As" permissions on the Profile can fully set up a new "Fund Advisor" record through to the "Send Login Email" step.
Having "Manage Login Info/Login As" means the employee can reset ANY staff member's password - which means they can take over any account in CSuite. This is essentially the MOST critical security authorization available.
We will not give our fundraising staff this level of access, but it means that all new Fund Advisor setups must run through one of our primary site administrators rather than be managed by our fundraisers.
There…
17 votes -
Campaigns: Option to add all or primary emails to report
Allow for the option to add 'all emails' or just 'primary emails' from a report to a Campaign. When there is more than one email on a profile, we want the ability to add them all to an email campaign.
17 votes -
campaign tax receipt
When you setup a campaign event you are not allowed to suppress the automated online donation tax receipt. So the donor receives the campaign event tax receipt and the online donation tax receipt. It would be helpful if foundant could add a check box to suppress the automated online donations tax receipt letter for campaigns without affecting all online donations.
17 votes -
Advisor Household label field in grant template
It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.
17 votes -
Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
17 votes -
Impact Investing
With Impact Investing becoming a more prevalent means of helping our communities, it would be very helpful to have a way to allocate these loans to multiple funds without having to have an outside massive spreadsheet to "revenue share" manually and account for repayment manually to each fund. The loan feature does not work for this as that is only allocable to one fund and Investment Strategy does not work as you can also only allocate one per fund.
17 votes
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