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  1. In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.

    19 votes

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    0 comments  ·  Portal  ·  Admin →
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  2. The users should be able to identify the date range that they want to see the Grant History or Donation History for, and to be able to export the results of that date range. We have users who only want the past year or past quarter results to download and right now they are not able to self-serve this way. We have to provide a specific report to them. The new portal should allow users to identify date ranges for the information they need.

    19 votes

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    Planned  ·  1 comment  ·  Portal  ·  Admin →
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  3. It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would…

    19 votes

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  4. Greater Milwaukee would like a feature to create a new donation and new grant with Fund ID number in addition to Fund Name. We have many funds with the same exact name with no way to differentiate. This could mean money is donated to or granted out of the wrong fund.

    19 votes

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    Proposed Idea  ·  2 comments  ·  Funds  ·  Admin →
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  5. Traditionally in financial statements, long-term liabilities are listed after current liabilities. Currently, it's the opposite, long-term liabilities are listed before other liabilities.

    19 votes

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  6. Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.

    19 votes

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  7. It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.

    19 votes

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  8. Before a recent update the system would flag you if you put in a duplicate name or address when creating a new profile. Now the system allows for a duplicate and it's not showing under duplicates on the left side tab. We see it under the engagments tab, but it needs to be brought back out to the left side tab so that all duplicates can be managed at one time, not have to search for them one by one.

    19 votes

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    0 comments  ·  Profiles  ·  Admin →
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  9. 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…

    19 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  10. 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.

    19 votes

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    0 comments  ·  Tributes  ·  Admin →
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  11. Journal Entry with multiple funds should all have the same JE ID number when posting a single transaction involving multiple funds and the file attachment should be available prior to posting. As you enter the Journal Entry you are unable to attach a file until after the entry is posted then you have to manually attach the file to each entry. Example, I just entered a Journal Entry related to a single transaction that involved multiple funds. The documentation is the same for all funds but I could not attach it until the JE was posted then Foundant divided the…

    19 votes

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  12. Two recommendations: 1) when entering in a money amount greater than 3 digits, it would be great if a comma automatically appears. When I enter gifts with many zeros, it is difficult for me to know if it is correct without the thousands separator. 2) when entering dates and phone numbers, it would be great if the format was automated...automatically putting in "/" for date separators and advancing automatically...and "( )" for telephone numbers so that all phone numbers are formatted the same automatically.

    19 votes

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    2 comments  ·  System Data  ·  Admin →
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  13. It would be incredibly helpful if there was a sort feature in the till. I would love a sort feature to organize gift id numbers in order. During my busy season, this was a huge, time-consuming headache. I resorted to using Ctrl + F to locate all the gift numbers that I needed in my deposit.

    19 votes

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  14. For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.

    19 votes

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  15. It would be great if we could have "If-Then" logic for custom reports

    19 votes

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  16. Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?

    Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.

    18 votes

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  17. We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.

    18 votes

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  18. 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

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  19. Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.

    18 votes

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  20. When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!

    18 votes

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