968 results found
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Bank reconciliation: confusion with ref & check # columns
May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.
5 votes -
Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes -
Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
4 votes -
giving hub
It would be great if a fundholder could make a credit card donation to their fund through the Fund Advisor Portal, rather than through the public webpage of the giving hub. We would prefer if not all our funds were listed on the giving hub, since most of our funds are not trying to publicly fundraise and some of the funds would like to be anonymous. However, if we make a fund "private" a fundholder can no longer contribute money to their fund via a credit card donation on the giving hub. Thank you for your consideration!
4 votesA fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.
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Add Household Steward as a field in custom reports
I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.
4 votes -
4 votes
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Giving Hub Customization - Radio Buttons
It would be great to have Giving Hub customizations (radio buttons for instance), which can be linked to parts of the donation approval/recording process on the Finance side of the transaction.
For instance, a radio button for Endowed/Spendable that allows donors desiring for a donation to be flowed through to their Spendable balance, which is linked to the Spendable checkbox in the transaction record.
An option to split the donation between Endowed and Spendable would be great too.
4 votes -
CommunitySuite Upcoming Releases Page should have a link to the product roadmap
I like to check the Community Suite release notes and frequently visit the upcoming releases page (https://support.foundant.com/hc/en-us/articles/8239927327127-CommunitySuite-Upcoming-Releases). Right now there there isn't anything upcoming and has this message:
We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
Coming SoonCheck back later for more upcoming releases.
What would be helpful is if it also linked to the product roadmap on this page so we can see the ideas that may become an upcoming release: https://idealab.foundant.com/discovery/roadmap/16777
4 votesThe link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
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Giving Hub Fund Order - Fund Advisors Funds should be first when the are logged in
In the giving hub the funds that are promoted are listed in alphabetical order. When fund advisors are logged in and switch to the giving hub to donate to heir fund(s), their funds are organized in that promoted list in alphabetical order. A fund advisors funds should show up first, not mixed into the list of promoted funds, so that they can easily identify their funds and make a gift. Because many funds start with 'The' their fund tends to be listed lower.
4 votes -
Discount Codes for Event Tickets
I'd like to have the ability to offer discount codes on event tickets. Right now, there is the ability to create a private ticket, but that is more suited for complimentary tickets. I would like to allow discount codes for a certain dollar amount off. This would help us not have to use ticketing platforms such as Eventbrite, which offer the discount code option.
4 votes -
Recurring Donations & Tributes
It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.
4 votes -
4 votes
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Customize Fund Advisor portal
I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request…4 votesNote: Files can be uploaded and submitted with a grant request through the portal.
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NPD: Add breadcrumb for navigation back from a category page
After clicking on a Category, there is no breadcrumb back to the Nonprofit Directory Home page. Please add this.
4 votes -
Grant Recognition Options
When requesting grants, fund holders should be able to select how they would like to be recognized. They should be able to select between fund name only, fund holder name, address, and email.
Often times our fund holders select different recognition options for certain organizations outside of anonymous or not. We encourage organizations to send thank you letters to the donors and this helps make that connection.
4 votes -
Allow users to have their own personal dashboard that tracks stats relevant to their role.
Allow each user the ability to set up their own dashboard so they can see at a glance some data that is of interest to just them, tasks, etc, all in one place.. Perhaps by using widgets or similar.
4 votesThe following was released on 8/8/2024:
Site: Updated the Home page to have a personalized Dashboard or landing page. This option can be accessed by going to "Me" information where a new "Dashboard" option has been added to the left-hand menu. This will prompt you to edit your dashboard if no charts have been selected. Users can select from the list of dashboards available from: Donations, Events, Funds, Grants, Opportunity, Profile, Scholarship, and Vouchers. Dashboards can be organized in Rows and users will move items between rows by dragging the chart name. Row can be removed using the delete button to the right of each row and rows can be added by using the add row button at the top of the table.
Users can choose to make the dashboard their landing page for a more customized start to their CSuite experience by selecting the Set As Landing Page left…
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All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
4 votes -
Anonymous for publication option
Create an "anonymous for publication" option on the donate page. This would allow the gift to be known within the organization, committees of volunteers, etc., so we could accurately thank and track the donor, but not include the donor contact info in publication. Looking at our annual report we want to make sure we aren't listing funds that don't want to be published. Right now we just put (Do Not List) on the fund name and hope that we all catch them.
4 votes -
Archiving Reports/Writing Over Reports
It feels like it should be an option to archive reports that may need to be used in the future but not at this moment.
We have noticed since you are unable to write over reports not made by you and there isn't a permission to change that, we're saving similar reports over and over. Whereas if we could archive similar reporting, we might be able to keep the Custom Reports clean and still manage information needed in the future.
4 votes -
Allow donor to opt out of automatically generated tax receipt from online donation
Please allow an online donor to opt-out of automatically generated tax receipt and/or allow fund advisor to opt-out of donations they make to their own fund.
4 votes
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