1144 results found
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CGA Split Interest Federal Withholding
One of my CGA annuitants has federal withholding withheld from her payment. There isn't an option on the Split Interest Payment Schedule for this amount. Please include a column for this amount.
1 vote -
Restricting access to funds
A way to restrict users' access to internal funds, either through permissions or other means. We have sensitive operating funds related to compensation that we wish to restrict access to.
1 vote -
Adding an Org to a Household for Roll-Up Reporting
I am wondering if CSuite could make it possible to add an Org profile to a household. This would be extremely helpful for donor roll-up reporting. We have many donors who hold DAFs outside of the foundation. When necessary, we create an Org profile for these DAFs. Over time, our donors may give from different entities (as an individual, as a household, and/or from their external DAF). For internal reporting, it would amazing if we could add the external DAF to the household so that in a roll-up report we get a summary of donations from all entities.
In the…
1 vote -
grantee tab
Grant tab on Grantee page: I would love to see "Grant Award Summary" and "Grant Paid Summary" be separate tabs from "Grants" OR be able to collapse them. For certain grantees this is a VERY LONG list. We use the Grants section much more often and it is a lot to scroll through. It is easier for us to find a grant when we can see the description. Thank you!
1 vote -
Allow the File Categories list to be visible for users but not editable
We'd like staff to be able to reference the active list of File Categories within Files, without the ability to edit the categories. Can permissions be changed so that's possible?
1 vote -
proxy new portal
New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself.
This is a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.
The suggestion to login in two browsers, still results in the staff person having to log in repeatedly to CSuite in the second browser.
1 vote -
Show total (combined) balance of parent and sub-funds for fund advisors
Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?
1 vote -
unused "create grant request" button
When the user is on their main portal page, the "CREATE GRANT REQUEST" button appears on the upper right. Once they click on it, they're brought to a page that has three buttons (PREVIOUS GRANTEE, SEARCH GRANTEE, & MANUAL GRANTEE).
The page is .../portal/fundadvisor/grant_request
"CREATE GRANT REQUEST" still sits on the upper right. This button does at that point. That is, it brings the user to the same page. That button on the ".../grant_request" page should be deleted because it's confusing.
1 vote -
Implement Template Logic for the Yearly Tax Receipt
Please introduce template logic for the Yearly Tax Receipts. Currently, you must change the default in order for the Yearly Tax Receipt to generate a different template.
It would be great if, like the normal Tax Receipt, the Yearly Tax Receipt template was able to be configured to discern when the system should use it. This would be achieved by including the options for assigning logic to the template (payment method, donation type, etc.).
1 vote -
Total in Till for Other Payments
Can you all please include a total in the till for Other Payments? This would be a meaningful improvement for when there are quite a large number of other payments to reconcile in the till.
1 vote -
Reporting
Currently, if you want to create a custom report only showing certain GL accounts, when you filter a bunch of accounts, it lists all of them at the top of the report in the filter section and when you export the report. It would be nice to be able to hide that field so when looking at the report or exporting it looks clean. The goal is to use some of this reporting for managers, but listing 20 accounts that are being filtered makes the report look messy.
1 vote -
Parent Org Unable to View Child Org Details in Portal
We utilize the parent and child org relationship quite a bit in our system. In CSuite, when you review a parent org's grant history, all grants received by both the parent and child are listed. It does not appear to do the same within the portal. When the advisor for the parent org logs in, only those grants received by the actual parent are listed. This means a separate log in would be required for each profile within the parent/child family....and often this would be the same person. It would be great that a single log in as the parent…
1 vote -
Export List Views - Pledges Specifically
It's great that pledge balance is available in list view, but I would love to either be able to export that table to excel and/or be able to pull that same information into a pledge report.
1 vote -
check box to include zero balance quarters when calculati
Could you add a check box to include zero balance quarters when calculating Average trailing Quarter balance when establishing fund fee types?
1 vote -
Include reporting of notes for all records they can be added to
It would be nice to be able to report notes with a profile, fund, or recurring grant or any other object on the same report. And the report still report the main object (profile, fund, grant) information even if a note is not present. We are trying to monitor recurring grants the donors initiate from the portal. They often include a note that never gets seen unless you expressly go looking for notes.
1 vote -
donation & grant advisor - populate one should populate the other on interfund grants
Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!
1 vote -
Raisely Integration - automatic campaign donation recording
The integration of Raisely to Foundant would be very useful for campaigns held externally, highlighting the automatic recording for donation details (donor contact information, donation amounts, and Stripe fees) could be directly populated and tied a specific fund. Similar to how Stripe donations and its donor details are automatically fed through Foundant, rather than having to import a list.
Currently, Funraisin’s integration can only import a donation list and cannot auto/bulk populate donor profiles unless they are individually and manually added and this is very time-consuming when met with extreme amounts of donations.1 vote -
Add Profile ID to Profile Type Report
Would love for Profile ID to be be added as a Field on the Profile Type report. When working to maintain the data integrity, particularly within Profile Types, it's incredibly difficult and time consuming to do when you cannot easily get a count of profiles that are associated with each Profile Type. By adding Profile ID, I'd at the very least be able to export all to Excel and create a pivot table.
1 voteProfile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.
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Print current spendable balance in the portal for donors to see.
Print current spendable balance in the portal for donors to see.
1 voteThe spendable balance of a fund should display (unless $-0-, this is feedback we are going to update in the next few months). There is a setting on a fund to hide spendable. Is that enabled? It is in Portal Options>Portal Settings.
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Have the option for a specific fund to not display the "anonymous donation" checkbox when checking out.
We have a specific fund that needs to track everyone who is making a donation as they are using their fund as a flow-through. However, a few members had made their donations and accidentally marked their donations as anonymous when checking out. This made it difficult for the Fund Advisor to follow up with those who had not made their donations. To make it easier for both the Fund Advisor and the members who are donating, it would be nice to have the option to disable/remove the "Anonymous Donation" checkbox from the checkout screen, but only for this specific fund…
1 vote
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