892 results found
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Viewing all notes for a Household profile and any members
It would be great if we had the option to view all notes for a household and any member profiles in one location. We can make a custom report for this but it involves using a filter. It would be easier for all users if there was an option to view all notes while on the Household profile.
18 votes -
New profile change - updating addresses
With the new profile updates, I noticed that when I change an address associated with a household, it does not ask if I want to update the other addresses within the household. Can we please have this feature restored? I now have to go into each profile and update the address which is time consuming.
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 -
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 -
voucher description
It doesn't make sense that if I enter a description on a voucher, it doesn't show on a check register report. You should be able to enter a description that prints on the check and a fund statement or check register report without having to enter it multiple times. I have already entered the voucher with a description, why do I have to enter it in the "memo" when printing checks for it to show on my check 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 -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
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 -
Add Salutation as a Required Field to Checkout
Please add a salutation field to the checkout screen and add a checkbox that can be used to make this field required/not required for all donors on a site.
This would allow the option for a salutation to be created and entered in the salutation field in CSuite and save us from needing to manually enter salutations for new donor profiles.
Amy Staufenberg
TCF17 votes -
default text in content
Could you create a setting in system data that allows users to set organization-wide default content settings for font family (i.e. all content uses Arial font)?
This would help us ensure that all the content in all the possible places could be the same font type, in line with our brand standards and creating a necessary professional look. Since content exists in CS in so many places, it would be much more difficult to check all the spots and settings one by one.
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 -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
17 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.
17 votes -
Opportunity should show on Fund Profile
When there is an opportunity that is attached to a fund, it would be great if the opportunity showed up on the relationships tab of the fund, just like for individual profiles.
17 votes -
Edit a Pledge
Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!
17 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.
17 votes -
Financial Package
It would be great if we could create a financial package of specific financial statements with certain filters and column settings and then be able to run it as of a specific time frame and it generates all of the reports into Excel or something.
17 votes -
Capacity to tag additional profiles in notes
Capacity to share notes between profiles would be awesome.
Example 1: Fundraising visit with a particular business. Visit notes could go on the business profile, but the note could "tag" additional profiles, such as the business staff members present at the meeting.
Example 2: We utilize notes to capture obituary information. Family members could be "tagged" on the note in order to share the information across profile records, rather than repeating the obit note several times. One entry, several tags = awesome!
17 votes -
17 votes
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