965 results found
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Fund Advisor Overview
For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?
1 voteThere is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal
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User login
Both of our audit group users - who only access the system for a few months annually - couldn't remember their passwords to log into CSuite. Unlike Fund Advisors, there is no "Send Login Email" in the left margin of the User tab of a profile. Since there were no instructions on any Foundant Help webpage or in Compass, the only work-around I could figure out was to "login as" each of them, send them their home screen once I assigned a temporary password.
The process for sending a User a new link to login should be much easier. Support…
1 voteIn the left side menu of the Home menu, there is an option for System URL's. Selecting that option returns a list of all the needed URL links to the system. Copy and paste the CSuite Login URL to send to a User in an emai once you have reset their password.
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Assigning task to yourself & Outlook event
In CSuite, there is an issue where if you assign a Task to yourself as the assignee, the Outlook calendar event does not show up in your calendar even if you check off the box to send it. It would be so helpful to have that option to automatically receive the Outlook calendar event when a task is assigned to yourself.
1 vote -
Add contact information for organization on envelope/labels
When we generate fund statements for mailing, we also export a CSV of the fund advisors who should be receiving the statements to merge into an envelope. When the CSV is generated, contact information is not exported for organizations, only individuals. This is critical as fund statements should go to certain people within the organizations and sometimes even multiple people within the organization. Please fix the CSV export!
1 vote -
invoice
We hold a paid program for executive directors for other local nonprofits every other year. We use C-Suite's Invoices to invoice the nonprofits. For those nonprofits that pay by credit card, the transaction ends up in Donations. It would be great to link their "donation" to their open invoice.
1 voteIn the new portal, a profile will be able to pay an invoice by credit card with the customer tab enabled. This could eliminate this problem. To apply a credit card payment to an invoice, it must be a profile payment, not a donation.
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stripe total line
It would be helpful to have a total populate when reconciling Stripe donations in the Till, similar to the checks. When processing numerous Stripe donations on different days, it can be difficult to ensure that all boxes are checked.
1 vote -
Set Grant Letter When Creating Grant, not have to edit then set grant letter
When creating a grant, I need the option to set which grant letter I want during the creation of the grant instead of entering the information, then saving, then having to go back and edit the grant to set the grant letter. I usually end up forgetting to set the letter. My way would save a few steps in the process.
1 vote -
opportunity letter - need option to email
When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.
1 vote -
Donor Portal App
We would like the ability to have a donor portal app, with our Foundation's branding, that users could access from mobile devices.
1 vote -
reference
Voucher Reference Numbers - please either allow duplicate reference numbers in a voucher and/or pop up a warning when entering the voucher that it is a duplicate and then allow a bypass. When we pay certain bills (phone bill, insurance, etc.), we put our account number in the reference number spot which is appropriate in those cases and doesn't change from year to year. Not every payable has a different invoice number each time.
1 vote -
Balance Swaps - Exclude Accounts
I want to select accounts to be excluded from balance swaps. I want everything in my grants payable, scholarships payable and spendable accounts to be in my checking account. The system only keeps amounts that are going out in the short term in checking. Giving the option to exclude those specific accounts would be very helpful.
1 vote -
international phone number
Allow to enter an international/non-domestic phone number in the Giving Hub.
1 vote -
Scheduled Report Pickup within System instead of Email
Could you all add a report pickup location within the system for scheduled reports to be run and then downloaded from within the system? Currently, scheduled reports only have an email option which raises security concerns for donor or financial information being sent unencrypted over email to users.
Ideas could include putting a time line for expiration for scheduled report downloads (i.e., they are only saved in the pickup location for 24 hours) to prevent clutter.
1 vote -
Please allow description field to be pulled into transfer letter template
We just sent our first bulk batch of transfer requests using the functionality in CSuite and were so excited! Previously, this was so tedious and having this "new" option was so optimistic!
Could we please have the ability to pull the transfer "description" into the transfer letter? We request both grants and fees and have one template for this, however, there is no way for the advisor to know what we are requesting whether it be a grant reimbursement or admin fees without this description line pulling.
Hopefully, since it's an existing field in the system, it would be an…
1 vote -
grant catalog
We've had increased interest from the nonprofits that submit requests through the Grant Catalog to see the progress of their requested funding. Would be great if there was a way for the Nonprofit Grantee to track this during the Catalog cycle to know if they were getting partial or full funding prior to the close of the Catalog cycle (we process all the grants at one time at the end of the cycle). This would enable the nonprofit to plan accordingly if they are asking for an emergent need.
1 vote -
Journal import field/column mapping
it would be nice and save a tremendous amount of time if the journal entry import was a field or column mapping process. The strict formats provided are tedious and take a lot of time to format prior to import.
1 vote -
Add ability to bulk edit Add Beneficiaries to Funds
We have several fund groups that have the same beneficiary and we have to add them individually. It would save a lot of time if we could bulk edit the fund group to add beneficiaries.
1 vote -
Alerts
Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.
1 vote -
Move Grants tab from Donor profile to Fund Advisor profile
Currently, the Grants tab (showing a profile's grant history) is on the Donor designation profile but it needs to be moved to the Fund Advisor designation. Two reasons: 1) There are grant advisors that are not donors and 2) only data related to Donations should be on the Donor designation if we want to use Is Donor filtering to define actual Donors. If grant history "turns on" the Donor designation but that profile doesn't actually have any donations, then it completely negates the use of the Donor designation to define actual Donors.
1 vote -
Fund Drop Down Color
CSS suggestion - could the color coding of the Fund drop down box be different than the content? If you make it anything other than white or a light color, the fund drop down box gets lost.
1 vote
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