966 results found
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Bulk upload files
Bulk Attach Files visible in each Fund
Reposting this to bring it back to consideration. When attaching a file in bulk to Funds to share on the Fund Advisor Portal, the file is visible in portals. But not visible in each individual Fund. It doesn't make sense to bulk attach a file and then not be able to see it in each fund.
2 votes -
Filter Checks Listings
Please add an option to filter posted and voided items on the Checks page in CSuite. Currently, there is no way to search for a check without having to page through 30 checks at a time (ctrl+F only works page-by-page) or export a list by date to Excel. I realize a custom report option exists, but the listing has already been built into CSuite. Please allow us to search it easily.
2 votes -
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?
2 votes -
Donation Import Template - Add Pledge ID
When using the donation import template there is no field to link the donation being imported to an open pledge or promise in CSuite. This requires clicking on the pledge ID & looking for any donations made by the donor & then linking them. Or going into each donation & then linking to open pledges. Either way it is a manual process to link imported donations to pledges or promises. For organizations that have a high volume of pledge payments this is a time consuming process. It would be beneficial to be able to do this as part of the…
2 votes -
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.
2 votes -
Authentication - UX
Make the authentication box on the login screen automatically populate the cursor and ability to type. Once you try to log in, it prompts for authentication. Then, you have to click on the text box, but most of the time, I forget to click the box because on most websites, it automatically is ready to have someone type in it. So I am left typing the authentication on my phone into nothing.
2 votes -
Receipt for multiple donations with import
Needing a multifund receipt option for imports. We are planning to utilize the file import for donations when we have large campaigns to save data entry time. When we go to pull the receipts however it's doing 1 page per donation instead of 1 page per donor.
I understand that we can manually enter the multi fund donation and get the same outcome but that is much more time consuming.2 votes -
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.
2 votes -
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
2 votesYou 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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note type different than task type
Can we separate Note Type and Task Type? We would love to have unique task types that are not Note Types.
2 votesWe do have many clients that label the types with N-... or T-... to more easily find task types versus note types.
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Add "Fund Statement Format" to the Fund Statement Template Area
I would like to see the Fund Template area of System Data show the Fund Statement Format(s) using the template. Additionally, this could help create greater visibility on what Fund Templates and Formats are actually being used on a per/fund basis.
Please let me know if you have any further questions for me!
2 votes -
Allow "Self Service" password resets in the Sandbox or add warning that password resets don't work in Sandbox
Because the Sandbox environment disables all system generated emails, the "Forgot Password" feature does not work (the email is never sent to the user).
Ideally the sandbox environment would be updated to all ONLY these password reset emails to send. But if that isn't implemented, at the very least the sandbox environment needs to disable to "Reset Password" options, or include additional language and warnings that the password reset will not work.
Currently our internal staff have to manually reset user passwords AND deal with staff that are attempting to do the right thing by manually resetting their passwords but…
2 votesOnce a sandbox is synced, the User Name/Password is the same as the live site. That should eliminate the need to reset your password.
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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!
2 votes -
Ability to show Promises as paid when paid by Internal Grant
Please provide a way to show a promise as being paid without having to link it to a donation "automatically". We have several promises that were paid via Internal Grant from various donor-advised funds, but CSuite isn't recognizing those as being linkable donations. In our campaign, we expect to have several others in the same situation. Or is there another way to show those paid by Internal Grant as being paid? Thank you!
2 votes -
Add a date field to Profile Type
Add a date field option to Profile Types. We are adding CAP program and have classes and to track classes, a date field would be a great add. Otherwise we would create a profile type for each year to track classes.
2 votes -
Internal grant envelopes
Is there a way that the envelope option become available to accompany a letter that is processed for an internal grant? This is a letter for the person/organization that requested the grant and currently there is no envelope option that matches the grantors name and address that appears on the letter.
2 votes -
Donations - please bring back the option to use the enter button to process a donation
Prior to a recent update, when entering a donation and getting to the tax receipt template field, we were able to use the enter button on the keyboard to have the system process the donation.
For those of us that prefer using the keyboard instead of the mouse, It would be great if you could bring it back.
Since the update, we have to tab 2 more times before the enter key will work again or scrolling to the bottom of the page and using the mouse to click on process.
2 votes -
Navigate back to approval bucket after approving a grant
As a grant approver, my workflow would be greatly improved if I had the option to navigate back to the Approval bucket after I have approved a grant. The current options don't work for us because we move grants to the Approval bucket to encumber multi-fund requests. They aren't necessarily ready to be paid out yet, so jumping to the oldest grant in the approval bucket isn't helpful at all. It would be much more helpful to go back into the Approval bucket to scan for grants that are ready for us to pay.
2 votes -
Single Sign On with Microsoft 365
Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.
2 votes -
Report to export profiles with pictures
It would be great to be able to export a report with profile pictures. We would love to use this report for events to circulate among our staff before the event.
2 votes
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