1483 results found
-
Send Login email does not function. Please make Login Info tab able to edit.
Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.
3 votes -
Donation/events check out page: remove option to donate/ register as organization
We are encountering a problem when an individual registers for an event as an organization. This results in duplicate profiles of the organization, and we are unable to merge or delete the profiles because a ticket is associated with it. Additionally, we have difficulty knowing which individual from the organization is attending the event because the person registering does not usually go back to edit the guest information with their name. To solve this, we would like to have an option added to the donation and ticket check out page, allowing donors/attendees to input their Organization Name/Work Organization on the…
3 votesYou should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.
-
Edit campaign after tickets created
We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.
3 votes -
Reports: Freeze Headers
It would be great if the column headers in reports would freeze/be sticky as you scroll down through the report - especially when reports end up being 100+ results!
2 votes -
users notifications
It would be GREAT to have the ability to customize the email notification that is system auto delivers to USERS as a New Grant Notification, We would love to be able to add the fund id and a note for approval.
2 votes -
Embed C-Suite Reports into Website
It would be extremely helpful to have the ability to embed C-Suite custom reports into our website using an embed code or widget.
The report should remain connected to the C-Suite data so that when information is updated in C-Suite, the version displayed on the website automatically updates as well.
This would be especially valuable for nonprofits that want to publicly share current grant, scholarship, fund, or impact information without having to manually recreate and update reports on their websites.
We would specifically like this to keep a list of our donors on our website.
2 votes -
Providing Total Historical Grants Since Inception on the Fund Statements
In the past through Endowment Solutions, our fund statements always showed the total dollar amount for grants distributed from an individual fund. This was a great marketing tool where you can compare total gifts, to total grants, to current balances. Many of our customers use the fund statement to share with their members, so having it just on the fund advisor portal doesn't always get it in front of others who may contribute.
With our transition to Foundant, we found that for all-time grant totals, there isn’t a standard/automated way to show a fund’s all-time grantmaking total on Fund Statements.…2 votes -
Ability to print out an excel version of a year's budget
Ability to print out an excel version of a year's budget
2 votes -
Gmail Integration
Utilize the Google Suite, would like to have integration with Gmail so they can send emails from their inbox into CSuite.
2 votes -
Reporting and Data Viz Templates
Every reporting system: Tableau, Power BI...have templates for standard reports that give you a starting point.
If you're going to spend time creating something, please make it useful and easy to get started. Even the AI on the Data Viz bombs out for no reason.
If you're unable or unwilling to do this, create a simple way to share Report and Viz templates.
2 votes -
1. Is there a way to set up alerts when we are approaching our ticket limit? 2. Is there a way to set up automatic emails to individuals reg
Adding a feature to campaigns that would send automated alerts as we are approaching our registration capacity, so that we have time to access before the campaign defaults to sold out.
2 votes -
Print page.
I really liked the feature that brought up the print window [blue button] after hitting Print Page when doing balance swaps. I hope it reappears.
2 votes -
Term Investments
Right now funds are limited to ONE term investment only, even if that term investment is paid and closed. We use this function for internal loans that our DAF holders are increasingly interested in. Please escalate a need to allow for more term investments within a single fund.
2 votes -
Bulk Adding Profile Types from a Campaign
I would love to see a new left side menu option in a Campaign to "Bulk Add Profile Type" for profiles that are included on a specific campaign. I end up spending far too much time figuring out which fields to use in the custom reports area trying to achieve this. It would be a great way to streamline bulk adding/removing profiles to/from profile types for things like memberships.
2 votes -
User favorites
You should create a favorites page for each user or make it part of their dashboard. Users should be able to select or favorite the items they frequently use, so they don't have to navigate menus to find them. If I want journal entries, vouchers, donations, account transfers, and reports as my favorites, then I can just see those instead of all the menus.
2 votes -
Grant Catalog Donation Review
If you have the Review bucket turned on in donations, grant catalog funding doesn't update until the Review (Needs Review) button in Donations has been clicked. This unnecessarily delays the grant catalog update.
Can grant catalog funding and other internal donations (from one fund to another) be excluded from the Review bucket?
2 votes -
recurring grants
It would be nice to have a report that shows when a recurring grant expires - showing on a report to easily know what donors to contact.
2 votes -
Restrict Visibility of Custom Fields by Staff Role/Permission
Currently, any staff member with access to view a profile can see all fields on that profile, including custom fields. This creates a challenge for foundations that want to store sensitive information, such as wealth screening data or estimated net worth in CSuite, but only want certain staff members to have visibility into those fields.
We would like the ability to:
- Mark a custom field as restricted or private.
- Control which staff roles or individual users can view that field.
- Hide the field entirely from users who do not have the appropriate permission, rather than simply displaying a blank value.
…
2 votes -
Add "Not Anonymous" Option on Grant Request Form for Anonymous Funds
When a fund is marked as anonymous at the fund level, that setting applies to all grant requests by default. However, it's common for fund holders to occasionally want a specific grant to be non-anonymous. For example, when they want their information passed along to the receiving nonprofit.
Currently, when a fund is not marked anonymous, the grant request form includes an "Anonymous" checkbox so the fund holder can make a specific grant anonymous. But the reverse does not exist: when a fund is marked anonymous, there is no "Not Anonymous" checkbox on the request form for the fund holder…
2 votes -
record payment and voucher at the same time
Record vouchers as paid and the payment method in the same screen. Record credit card transactions and payment method without the need to do a check run.
2 votes
- Don't see your idea?