1023 results found
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Wealth search third party software to integrate with CSuite
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.
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 -
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 -
Campaign Enhancements
- Need ability to apply campaigns to internal transfers. Occasionally an internal DAF contributes and we have no way to record that.
- Is there a way to automatically apply a campaign to any donations that hit a certain fund during a set time period? We are getting credit card donations and having to manually apply them to the campaign.
17 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.
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 -
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…
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 -
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 -
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!)…
17 votes -
Fields available for Bulk Update/Import/Delete on Records
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.
17 votes -
Refunds
Add ability to process scholarship refunds without the initial check being reconciled first
17 votes -
Mark a single email address as "do not email".
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 -
Fix Sort Order on Files Tab for Affiliates
On the Files tab for Affiliates, the default sort order currently displays the oldest uploaded files first, which is inconsistent with other areas of the portal. To improve usability, newly uploaded documents should appear at the top by default.
While users can manually adjust the sort order using the arrows, setting the most recent files to display first would save time and create a more seamless experience.
If you agree, please vote to prioritize this fix!
16 votes
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