1483 results found
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Giving Hub Cover Fee Options - Per Fund setting
Update the Cover the Credit Card Fee Option in the Giving Hub to be a setting on each fund rather than a universal Giving Hub setting.
We turned this on for a corporate fund but not all fundholders want to offer this option.
2 votes -
cash management column headers
Can we specify the column headers a little under cash management? I get confused and have to triple check myself which column is the actual invested dollars vs what our funds are saying they are invested. One of them as Investment Balance. The other can be Fund Balance or something? Thank you! :-)
2 votes -
Add delivery method to tax receipt template logic
Right now, it is not possible to set one tax receipt template to be used when printing letters and a different template to be used when sending email tax receipts. Our organization needs the email tax receipt template to be formatted differently than the print template, and there is no way to change which template CSuite will use without changing the default template every time we send receipts.
2 votes -
Alumni updates in the Portal
It would be great if a profile could update their alumni information in the portal...programs,degrees, activites, etc.
2 votes -
Recurring entries for flat fee admin fee
Allow a recurring entry to be set for Admin Fees that are the same amount every period without having to calculate and post each time.
2 votes -
Online Pledge / Promise Submission form June 2026
Please post feedback related to this release here!
2 votes -
Revshare to a diff fund - need a report
I need a report that shows funds with revshare that go to a different fund. I have a handful of these and need to track them to ensure accuracy.
I think the field name is 'revsharefunitid'. The field is called 'Give to' on the screenshot.
I just need this field to be made reportable, so I can pull it in a custom report.
I would expect I could create a report, using custom reports, that would show fund name/info INCLUDING what fund is receiving the revshare. Probably add a filter to only display records where the field is…
2 votes -
Ability to Stop Background Jobs
I would like the ability to stop a back ground job that may have been submitted by mistake.
2 votes -
Bulk Add Fund to Fund Advisors
There's currently no clean way to bulk assign funds to fund advisors. The profile fund categories workaround exists, but it's primarily a FIMS migration tool, creating duplicative work for foundations that didn't migrate in this manner. A dedicated bulk setup option for fund advisors would be a meaningful time saver, especially for larger foundations onboarding many advisors at once.
2 votes -
Fund Advisor Self-Management via the Portal
Setting up and managing fund advisors currently falls entirely on the admin side, which becomes a significant burden for foundations with many affiliates and funds. Allowing the primary advisor on an affiliate or fund to manage additional advisors directly in the portal (adding advisors, setting access levels, removing advisors) would distribute that responsibility appropriately and reduce admin overhead. Essentially, bringing the advisor management capabilities that exist on the admin side into the portal for primary advisors to use.
2 votes -
Resend "Forgot Your Password" Email from Admin Side
Admins currently have no way to trigger a password reset email on behalf of a portal user. Adding the ability to resend the "Forgot Your Password" email from the admin side would reduce friction for onboarding and login support without requiring the user to initiate it themselves.
2 votes -
import attachment url
When importing vouchers you should be able to import external attachment url at the same time.
2 votes -
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
2 votes -
Description: We would like to request native DocuSign integration within CommunitySuite (CSuite). Currently, DocuSign integration appears to
We would like to request native DocuSign integration within CommunitySuite (CSuite).
Currently, DocuSign integration appears to be available in other Foundant products such as Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM), but not within CSuite. This creates a gap in workflow efficiency for organizations that rely on CSuite for fund management, donor engagement, and grant processing.
Adding DocuSign integration to CSuite would allow organizations to:Streamline document workflows (e.g., fund agreements, donor acknowledgments, and grant-related documentation)
Reduce manual processing and duplicate data entry
Improve turnaround times for signatures and approvals
Maintain a centralized system of record within CSuite2 votes -
Customizable access to Donor tab of Portal
We would like to limit access to the Donor tab (and the options within it) in the Portal as we can with the Fund Management tab. It would be ideal to show/hide the Donor tab and the category options offered on each profile.
2 votes -
Mailchimp and Newsletter Opt In
It would be great if there was a way to sync those who check the newsletter opt in button on the giving hub to Mailchimp. Currently we are having to run a custom report to capture those profiles and manually add them to Mailchimp.
2 votes -
clear on hold grants
It would be nice if we could bulk clear grants that are on hold. For example we do approximately 250 spendable grants and place them on hold at the time so that they do not accidently get mailed out ahead of schedule. When time to cut the check, it would be nice if we could take all of them off hold at the same time. THX
2 votes -
Auto rebalance
Why doesn't CSuite auto rebalance? The process is so manual. The technology exists and other platforms are using it. Why not CSuite?
2 votes -
Summarized Voucher Details Toggle Option before Paying
We would like for the option to be able to toggle the Voucher details view to show only the details for that voucher before payments (like the high-level view we see in the grant request bucket before it gets moved to “New”). The expanded details view is very busy, moves items around, and includes empty fields + added buttons. It would be very helpful to be able see, at a glance, only the details pertaining to the voucher before it’s paid without the added buttons (edit, add, remove, etc.).
2 votes -
Affiliate portal manual fund statements
Currently under the affiliate portal view there is not an option to run a manual fund statement as under the donor portal view. Recently we had to update many of our funds to become affiliate funds. To keep the same functionality as was previously given to our fund advisors, we must attach the parent fund to the portal to be able to run a manual fund statement. This fund has zero dollars and can be confusing to our donors. We would like Foundant to create a manual fund statement button within the Affiliate portal that rolls the funds statements together,…
2 votes
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