1058 results found
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Public Securities - Name of Stock - in Description Field
We would like to have the name of the stock autofill in the "Description" field. Not the # of shares and ticker symbol as they have their own separate fields. We have to manually type in the Name of the Stock as we use it to populate on our tax receipt letters.
9 votes -
"Logout" button design and position in Csuite
I would like to see the design and position of the "Logout" button to be changed within Csuite so it's easily distinguished from "Portal," "Reports" and the other menu options.
Most user interfaces have the logout option at one corner of a page and usually the font or design is different so it's not mistaken for another menu option. After the update adding the "Portal" option to the menu bar at the top of CSuite, I find myself sometimes misclicking and accidentally logging myself out.
9 votes -
Expense management integration
It would be great if we could integrate a third party app/software to manage credit card receipts/AP. Some on our team struggle with turning in business credit card receipts in a timely manner and there are apps out there that allow for the user to take a photo of those receipts, which are then integrated into the accounting system.
9 votes -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
9 votes -
Archive Old Admin Fee Schedules
Please make it possible to archive old and unused admin fee types. This has been proposed many times and it keeps getting closed because it's already been implemented, which is incorrect.
The only way to get rid of an admin fee type is if it's never been applied to a fund or used. This is the error message you get when you try to delete one: This fee type was used in 2 admin fee calculations and cannot be deleted.
A clean list makes it easier to process admin fees and would also help when setting up new funds -…9 votes -
Allow changes to Recognition Name field and description shown during online donation checkout
The new "Portal Options -> Settings" areas in the sandbox (and rolling out to live site tomorrow) are great -- lots of customization! I would love to have the ability to edit the "Recognition Name" field name and description from the Checkout area of the donation portal/giving hub. Our donors don't interpret that field in quite the same way our staff do, and we would like to customize how it appears as we can with the Cover CC, Anonymous, and Newsletter fields.
9 votes -
Font styling needs to be added to CSS
We really need a way to manage font color/size/weight in the CSS page. Menus / navigation font is so light in color and weight that it cannot possibly be meeting contrast/visibility requirements for accessibility. We need an easy way to adjust that without having to build all the styling within our content html.
9 votes -
File Category Sort Order
Please can we have the ability to assign sort orders to file categories.
9 votes -
URL for newsletter campaign
Would love to allow people sign up to our Newsletter Campaign from our website.
Currently I've set up a separate event campaign that I will be linking to from our website to but it looks a bit weird as the form is meant for a "ticket" and it will require us to transfer profiles from one campaign to another.
9 votes -
Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…
9 votes -
Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
9 votes -
Revenue Share option for Impact Investing
It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.
9 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
8 votes -
Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On
Foundant for Outlook is a great App but it doesn't allow for specifying a Note Type which is important for our internal reporting. Please add the option to specify the Note Type when using Foundant for Outlook.
8 votes -
Award Letter
Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.
Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.
8 votes -
Show Tribute Detail on Portal Donations Tab
In the Portal for a Fund Advisor, on the donations tab of a fund, I see the description; however, I have to click into the Donation ID or Export to see if there's any tribute information. It would be great if there was a way to show the tribute information on the initial donation listing page and not have to click into the ID or export. Thanks for considering!
8 votes -
Add Campaign to Voucher Import
It would be great if an additional column for Campaign could be added to the Voucher Import template. Importing vouchers helps a lot, but it would be even more helpful if a campaign could be tagged during the import as well. Thanks for considering!
8 votes -
Tax Receipt Template in Donation Reporting
It would be beneficial to be able to add the Tax Receipt Template field available in reporting.
8 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
8 votes -
Make PDF Names customizable
Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.
8 votes
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