1023 results found
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Candid Search in Portal
We are thrilled to have the ability for our fund advisors to search Candid. However, there are still too many clicks in the process and it is buried. Our donors don't want to think about whether a grantee is already in the One Valley database or not. Please make Candid the default search for "search for a new grantee". Or let us choose that as a setting. If the fund advisors add an org that is already in our database, it is easy to manage through the CSuite grant request bucket. This would simplify things for our advisors.
4 votes -
Remove Grant Request from Left Nav Menu
In the new portal if Grant Request is turned on the Create Grant Request button displays on all the pages - which is great. However, there is a Grant Request item in the left Nav bar that is VERY CONFUSING. This does not navigate to anything useful, it's a list of past grants, that is already available on the Grants nav page. Please remove this Nav item and simply toggle the Create Grant Request button on or off depending on the system settings for this.
4 votes -
Giving Hub: Edit "Continue Giving" Options
At the time of testing (1/27/2025) The "Continue Giving" option in the Giving Hub is awkwardly placed at the top of the shopping cart and checkout screens. It is easy to overlook and does not make it clear how to continue adding donations to your cart. I would like to reposition this element to the bottom of the fund list summary. Ideally the text could be editable as well, at least providing a short caption to explain if we cannot edit the language on the buttons or headers.
4 votes -
tribute
When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.
4 votes -
Budget % Over year automation
When putting in a budget for a fund, is there a way to have it not spread evenly out over the 12 month period? For example, can you allocate different % to different quarters? Like 20% Q1, 25% Q2, 35% Q3 etc. I know there is a manual way where you can put in a specific number for each month, but automating this with % amounts per quarter/month would be great.
4 votes -
Add Grant Service Area to Bulk Action options in custom reports
Please add "Set Service Area" to the options under Bulk Actions of a custom report just like there is the ability to "Set Grant Type" from this menu. This field does not have the ability to be required on all grants and it very important to have filled in to report on who our grant dollars are serving, so if it is not filled in for a group of grants that can mean manually updating hundreds at a time.
4 votesUpdate: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.
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Allow Nonprofit Address to be private in directory
Please allow the address of a nonprofit to be unlisted on the directory. We have organizations who work from a home and they don't want their street address to be public. Since it pulls from their main profile, there isn't a way to hide it without hiding it from all purposes.
4 votes -
Search results by profile # and name
When you search for a profile by profile number rather than name, the status of the profile (deceased, closed, inactive) is not displayed in the search results. When you search by last name, the profile status is parenthetically displayed in search results. It would be very helpful if the search returned the same information no matter what is used to search.
4 votes -
Option to delete more than one report at a time
Please add an option to be able to delete more than one report at a time. I'm searching for reports I've created by date last run (in this case 2022) and after I search, select a report to delete, then confirm delete, the screen goes back to all custom reports and I have to research and do the whole process again to delete another report. Add an option in the Bulk to also be able to delete reports.
4 votes -
Clear Tribute Verbiage
When selecting [clear] next to a tribute on a donation, you are brought to a confirmation page which says "Confirm Donation Delete" yes or no -> the wording on this page is confusing as it seems you may actually be deleting the donation, not the tribute.
Would be nice to update the verbiage to something more clear like "Confirm clear tribute" to avoid confusion4 votes -
Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
4 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
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 -
More details to email from "Fund Advisor Profile Updated"
This idea was already archived in the idea lab, but I'm bringing it back, as it is could still be improved.
When fund advisors update their account info in the portal (which is great!), staff receives an email notification with a link to the fund advisor record. We then click on the link, go to the profile, and then have to view the logs to determine what was changed. The email notification should included the details on what was changed OR when in Csuite, the updated information should be an alert for staff to acknowledge or "approve" the change.
4 votes -
Personalization of "Make A Donation" button - to display FA's fund only
When a Fund Advisor is on the (new) Donor Portal page, a button shows up that says "Make a donation". This takes them to a donations page with all of the promoted Funds along with the user's DAF. This is a bit confusing for our user base, and we would like the option for that button to instead direct them to a page that only shows their own Fund(s). To be clear, it directs them here: https://topjfoundation.fcsuite.com/erp/donate We would prefer that it directs them to their own fund (fund id 1111 in this example) https://topjfoundation.fcsuite.com/erp/donate/create/fund?funit_id=1111
4 votes -
Embed Donations into Personalized Donation Pages
We utilize personalized donation pages on our website to promote specific funds. We want to be able to embed a link to the C-Suite donation page directly within our own unique URL that donors recognize as ours and trust. This is something we were able to do with CanadaHelps, but C-Suite functionality doesn't currently allow it. And the C-Suite donation pages look and feel very different from our web page, due to their limited design capabilities.
4 votes -
Fund Sort Key searchable
Some of our funds have fund names that do not indicate the donor name. In the sort key we reference the donor name. However, the sort key is not a searchable reference. We can't leverage the short name because we use our legacy fund ids there and want to continue that system. We would like the sort key to be a searchable term so if we were searching it pulls up the fund wherever we would put a fund name/id.
4 votes -
4 votes
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Notes on Group records
Add ability to add a note to a Group record under System Configuration. As a system admin, I am currently keeping a separate record of notes for each of the user groups I create. Different teams, and members on those teams, have different access requirements so I am documenting the purpose of each targeted Group. It would be more convenient to have these notes included on the Group record but there is currently not a button to add a note to that type of record.
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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