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  1. I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.

    17 votes

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    3 comments  ·  Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

  2. When a donor with an existing profile makes an online donation, the receipt is sent to the donor's primary email on file rather than the one provided at checkout. Hoping this change can be prioritized as it could be problematic for many reasons.

    17 votes

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  3. Edit voucher descriptions without having to unpost and unapprove. it's duplicative work to have to go through the approval process again to edit or add information to the voucher description.

    17 votes

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  4. 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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  5. 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!)…

    17 votes

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  6. We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.

    17 votes

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  7. Add ability to process scholarship refunds without the initial check being reconciled first

    17 votes

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  8. If we have a constituent with multiple email addresses (work, personal, etc..), we would like the ability to mark a single email address on a profile as "do not email" vs marking all of them using the do not email link. Making a single email address inactive is not visually effective to the end-user as compared to red headings and strike-through text that the do not email function provides.

    17 votes

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    0 comments  ·  Profiles  ·  Admin →
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  9. Please add the option to rename the "login" button for the Portal when accessing from the Giving Hub.

    When a fund advisor is logged in to the Portal and navigates to the Giving Hub through the "Donate" tab, it may appear as though they have been logged out since the button to return to the Portal says "Login." Being able to change the name of this tab would allow fund advisors to easily see where to click to get back to the Portal.

    16 votes

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  10. It would be very helpful if we we could customize the order in which checks and check letters were sorted. We would like to be able to sort by the Grant Letter template. We have eight difficult templates that involve multiple constituencies and a number of letters. If they were grouped, we could process each type all at once which would reduce the opportunity for errors when processing the mailing.

    16 votes

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  11. 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…

    16 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. It would be a great help to be able to preview the way emails will look prior to sending. We emailed some stock letters that were missing gift data and I had no way to know that. Irksome.

    16 votes

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  13. I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.

    16 votes

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  14. 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.

    16 votes

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  15. In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.

    16 votes

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  16. It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.

    16 votes

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  17. The bulk year-end print results process in a random order and there isn't a way to print envelopes in that same random order. Solution suggested by chat was to print envelopes in alpha order and then find them, since they'll at least be easier to find in alpha order, to compile the mailing. Please fix this!

    16 votes

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  18. It would help if the attachment I add to a scholarship (backup documentation) would automatically move with it when it goes into the grants to be paid.

    16 votes

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  19. It would be nice to have the availability to bulk update/import/delete all fields on a record (profile, gift, grant, fund, etc)

    Because of the volume of each of those items in a database it become tedious and tiresome to do some of the most simple and routine task.

    16 votes

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  20. Allow for making a distribution to a Beneficiary on a fund "on hold" so that it will not be created when spendable grants are done. we have many funds that have beneficiaries as part of their fund agreement but the distribution is on hold for various reasons (the fundholders desire the fund to get to a certain level before making distributions, the fund is waiting for proceeds from life insurance, etc.). But we would like to have the beneficiary information created on the fund so it can easily be "activated" when the hold is removed.

    16 votes

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