1058 results found
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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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account transfer
Would like to suggest a change to what happens when you click on the menu item "account transfers." Currently you get two part display of a limited number of physical transfers on the top and balance swaps below. If I need to "see more" to get to an older date, I lose the ability to see the other type of transfer. It would be helpful to be able to choose which type of transfer and display more of each by opening separate windows so I can see them side by side, or to have both the top and bottom sections…
4 votes -
'Balance Change' report cannot be drilled down by month/qtr/year
While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.
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 -
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 option to filter assigned tasks
We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.
4 votes -
Comprehensive Money In Daily Report
Comprehensive Money in Daily Report --- why is there no Money In Report which will capture Donations AND Profile Payments/Event tickets which can be filtered/run per day? Currently these buckets of money in live in separate sections in CSuite and we have to pull two different reports.
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 -
Google Translate Display
We are in an area that is multi-lingual in addition to English (mostly Spanish, Russian, Arabic) and would love to be able to use the Google Translate option to help non-English speakers (or English as a Second Language) interact more easily with us. However, as it currently loads, you have to zoom out on a browser screen to be able to view more languages with the way the columns cascade to the right. For most of the languages spoken in this area, a standard laptop screen will not display them without zooming out on the website, which is not something…
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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Custom Field Groups to organize custom fields
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…
4 votes -
Portal: Customize or Options for Home Page
Create customizable options for the Top Donor's and Top Grantees charts on the home page. Many of our donors fund their DAFs with a single contribution, like an endowment. In this situation, when the donation is past the default date, which looks like the last 12 months, the donor is welcomed to a blank and confusing screen. A sample is attached. If there was a way to change the default date that is shown in the top right corner that would be great, or simply showing all donations, would be good. A blank chart looks really bad and is confusing…
4 votes -
Add Rich Text Editor for Fund Detail Summary
Having the Fund Detail Summary is a great addition for the Giving Hub. But what would make it even better if there was a WYSIWYG for that field to easily add links and photos. Having to use HTML coding makes it extremely cumbersome and there are already WYSIWYGs in other CSuite fields.
4 votes
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