682 results found
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Assigning 2 employees to an opportunity
Some opportunities are successfully closed when approached in a team. We'd like to have the ability to assign 2 employees to an opportunity, with 1 being the primary or lead and the other being support or secondary.
1 vote -
Notification for Admin Login
We have split out the admin access from the responsible employee's normal user (they have two user accounts). Since there is no reason for them to be in the admin user except to change permissions or add users, they should not be using it regularly as they could easily override all controls with the admin access. Is there a way that you could notify specific users when admin accounts have had a login?
1 vote -
Decision Date
Bulk update Decision Date for non competitive grants created in CSuite.
1 vote -
bulk clear needed
Be able to mark donations as not needed in bulk.
1 vote -
Payments - Search by name.
Need a search method by name or list in order to view if an individual made a payment. Possible add to donor profile under donor designation tab along with grants/donations/etc.
1 vote -
Users v. Fund Advisors
Fund Advisors are literally users with unique access and it would be valuable for Foundant users to always consider them this way. I know some will disagree, but adding User as a designation made things more simple. Categorizing a User as a Fund Advisor - if coded efficiently and for effectiveness - could make things more simple as well.
1 vote -
Existing Tribute Drop Down When Entering Donation in CSuite
It would be nice if there was an existing tribute drop down option when entering a donation in CSuite similarly to the one that can be added on the online donation portal. This would help keep things streamlined and organized!
1 vote -
Distribution Calculation Base Proposal
Bank and Investment Balance (excludes pledges receivable)
Less Grants Payable (dollars already committed & likely held in checking)
Less Spendable Fund Balance (remaining dollars to be spent)I tried to set this up using the "By Account" setting with the Endowment and Default Fund Balance accounts. Belatedly I discovered that the "Default" retained earnings were only included in the 4th quarter of each FY. This is explained in the online documentation Distributions/Set Up Types in the light blue section. Was it there when I set up Distribution Types 2 years ago? Maybe.
We could use the "Total Net Assets" setting…
1 vote -
Improved chart info selection for reports
Currently to change your Chart Info selection from one field to another, you must unselect the current field and then select your new field. Otherwise it will show Null for your labels or nothing in the chart values. Ideally you would be able to select your new field and it would automatically unselect the other field from that Chart Info type (Description/X-Axis or Data Value) since only one can be selected for the current chart types.
1 vote -
Two-Factor Authentication on both live site and Sandbox
I would like the option to enable two-factor authentication on both the live site and sandbox without one overriding the other.
1 vote -
990 report grant types
Grant Types on the 990 report (from the "Grantees (Orgs)" option) populate based on what the grant type is in the fund record. When multiple funds provide the award, the field does not populate because it can't select from multiple fund records. Because this report is a cumulative report, and for 990 reporting purposes, it would make more sense for the grant type to populate from the grantee record. That way the field would always populate because it's based on one record, and it would always be applicable because the grant was serving the org's mission.
1 vote -
Profiles with Numbers
Can the search include pulling up organizations that use numbers in their name ie. 1st Bank or 34th Street Vet? Right now they don't appear in the drop down.
1 vote -
Reports to automatically filter on "last date" and default by the user's report
Reports should automatically upload user's personal reports by default, and be able to sort by date
1 voteYou can see a list of your reports by selecting your name in the top right hand corner when logged into CommunitySuite.
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Donor Portal Logout Page
I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?
1 vote -
Nonprofit Profile - Sort Categories
Please add a sort field to Nonprofit Categories. Currently when adding or editing a category on a nonprofit profile they display in ID number order, which means the order in which they were created. With a long list this makes it very difficult to find and select the correct categories. We would like the option to alphabetize or a sort field so we can enter the number order like in other areas of CSuite. Thanks!
1 vote -
fund advisor settings - can we make them editable individually instead of universally?
We would like to give a few more system setting options to some of our fund advisors but these settings can only be done universally - any way we could edit the universal setting on the advisor itself just for that advisor?
1 vote -
Please add profile created date to profile filter reports
The profile "created date" is one of the most important filters - please add so we don't have to use a custom report. This will help us spot dupes quicker!
1 vote -
Table/Field Level Permissions/Security
Requirements include:
The system supports the setup of table and field level security for groups or individual
The system supports the setup of access security to attachments to defined actions1 vote -
please add "profile log" to custom reports for Profiles - for "Stripe" profiles identification
Please add Profile Log to the Profile options in custom reports so that we can identify which profiles are being set up by Stripe. This will help us with our Profile clean up process. Thanks!
"Profile 55715 Log
When What Who
2024-03-27 11:57:28.847463 Created from checkout system"1 vote -
Reverse Reconcile Check Numbers
Is it possible to add the check numbers in the Reverse Reconcile view? The column is already there, but it never populates any data. Thanks!
1 vote
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