1412 results found
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Secure option to obtain ACH information
We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.
194 votes3/5/2025: Portal-Profile: Added the ability to collect Bank Account and Routing information. Added a left hand menu, Banking Information. This is a setting that can be enabled through Portal Options, Portal Settings, and then Edit Profile-Show/Edit Banking Information. This will allow users to enable the ability to collect bank and routing information from profiles. On Portal, there is a Set ACH button to allow setting of bank account and routing number, if fields are blank. If there is data in the account and routing, the profile will need to Clear ACH to enter new information. Portal-Profile: Added the ability to collect EIN/SSN on Portal. For organization profiles, the EIN will display with the address information. For allowing individual profiles access to SSN, users can use enable this through Portal Options, Portal Settings, and then Edit Profile-Allow Set/Clear SSN. With this enabled, a profile will see SSN field with Address information…
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Stripe duplicates
Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.
Please also:
- add 'date created', and the ability to sort by date created in the duplicates form
-devise a bulk de-deduping process188 votes -
Freeze Profile and/or Fund Name at the top of the page
when working in a fund or profile record it would be really helpful if the name was pinned at the top of the screen so that as you scroll down it is easy to see which record you are working in.
176 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
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Making someone deceased should automatically mark them do not call, email, mail
When marking someone deceased - the system should automatically mark them and any linked household as do not call, email, or mail. We are spending alot of time updating this.
152 votesProfiles: Enhanced checking the deceased checkbox to have functionality. Now when marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. Clients will also be able to use bulk update for the deceased field. (Released May 2024)
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Inactive profile should not allow you to process any transaction against it. (Gift or Grant)
When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.
152 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
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Fund Advisor Portal Enhancements Please
Although the current fund advisor portal element of the C-Suite platform does offer fundholders the opportunity to make grant advisements, the process is not very engaging and the design appears to the user as more of a back-office accounting process, rather than an engaging user experience. This is resulting in limited use by fundholders, resulting in more manual processing in the advisement and accounting work required in approving the advisements and processing the grant payments. Do others feel that you would benefit form a more engaging fund advisor portal experience? We appreciate all that C-Suite does for us, we are…
150 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Recurring Donation - give donors option to end or change amount on portal
It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.
144 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Split donation
A split donation with more than one donation destination is not the same thing as using a profile payment. Donors make gifts, not payments; that's a different process, which requires an invoice, and multiple transactions. We should be able to honor a donor's request to split their gift however they need and keep the records clean.
This idea is not "implemented."
Just today, I had the ability to get as far as a screen that showed the donation, how much of it I applied to one fund, and then I had the option of entering a second fund for the…
142 votesDonations: Added the ability to create a multifund donation when creating a donation from the donations menu. Clients can create a donation and select “make multifund” from the left hand menu. This will allow clients to enter more that one fund receiving a portion of this donation. Multifund donations can only be processed for checks, other payment, or stock payment types. Once the process button is selected, clients will see the profile payment had been created for them. They can then post the donation from payments or use the bulk posting process within donations. Also added a quick post option next to the individual donations within payments. With this enhancement, the fund has moved up in the donation creating screen just below amount.
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Organization of attached files
It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?
144 votes -
Bank reconcile - approvals and log
For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:
Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.
Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…
128 votes- (02-13-2025) Bank Reconcile - Settings: Add a new setting "Enable Bank Reconcile Approval". Enabling this setting will add a new column to the Bank Reconcile list of accounts titled Approved By. This will allow a user (with display and list permissions to Bank Reconcile) the option to approve the reconciliation. The user that approves the bank reconciliation must be different from the user that reconciled the account. If the account is unreconciled, the approval will be removed. Two additional columns, reconciled by and approved by, were added to the bank reconcile page. These columns will be populated by the user that reconciled and approved the reconciliation from this point forward. Historical reconciliations will display Foundant Technologies in the Reconciled By column.
- Bank Reconcile - Log: Add the actions for reconcile, approve, and unreconcile to the logs.
- Bank Reconcile - Notes and Files: Add a left-side menu option to add a…
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stock gift entry - import, update description and entry order
1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time
2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security
3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry
113 votes9/4/2024: Donations: Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left hand menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left hand menu to download the template for importing.
Public Securities: Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter…
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Custom Reports: Multiple Filters
When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.
I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.
112 votes9/13/2024:Custom Reports: Added the ability to create multiple filters for the same value. This will allow for is and is not filtering for the same value.
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Duplicate Memorial/Honorarium Profiles Created
Please give us the option to choose an existing profile for a memorial/honor contact INSTEAD of creating a new profile every time. This wastes our time later because we have to merge profiles. Thanks!
112 votes -
Search by EIN
Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names
108 votes03-01-2023-
Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
Resources:Create a Profile Payment
Profiles Overview
Profile Types
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Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
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Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor
We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?
108 votes3/31/2025:Idea Lab Live:
Funds: Added the Grant Advisor field to Grant Beneficiary table on fund. This will allow users to select from a list of fund advisors for the fund to complete the grant advisor field on spendable grants upon creation. This field will be a limited list of fund advisors on the fund.
Grants: Updated spendable grants to allow for the grant advisors to be populated from the fund record in the Fund Beneficiary table. When creating spendable grants, the field will populate on the table for users to review before processing the grants. Users will be able to remove and then edit the grant advisor from the grant new bucket.
Fund Advisors: Updated internal grants to send donation notifications to the fund advisor, if the Donation Notify checkbox is enabled for the fund advisor. Prior to this release internal donation did not send notifications to the fund advisors.…
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Income statement - YTD over YTD comparison
We appreciate being able to run YOY comparisons, but we would like the ability to do a little more fine-tuning of the dates for comparative purposes. Currently, we can only run a full year comparison (or a full year vs a partial year).
As an example, what if we wanted to run a YTD report for Q3... and compare that to the same YTD period for the prior year?
If we try and enter 1/1/2018 - 9/30/2019 and select YOY, we get a report comparing a full year to a partial year. It shows us figures for 1/1/2018 - 12/31/2018…
94 votes -
Closed Funds should appear in Red in Relationships tab
When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.
93 votes3/20/2025: IDEA LAB LIVE:
Profiles: Added a red closed date for a fund on the fund link table located on the Relationship Tab. This will allow users to easily see if a linked fund is closed from a profile record.
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Enhancement to templates
Desired change: Enhance how organization contact name / address is processed in templates
Currently: there is not a field that will pull the contact name AND the organization name for our donation letters. Any field I use to include organization name creates a blank space when the donor does not have an organization listed.
For donation letters I would like to include at the top of each letter:
Donors Name (Mr. and Mrs. John Smith)
Organization Name IF APPLICABLE (Food Pantry)
Street Address (123 Main Street)
City State Zip (Toledo, OH 43604)A person's title would also be ideal but…
93 votes -
Assigning School and Student ID in Bulk for UA Scholarships
We process around 200 scholarships to around 100 students annually. We love the SLM to CSuite integration, but we feel there is a huge oversight regarding assigning the school and student ID. This all has to be captured individually and manually entered into the payment in CSuite. This was quite an arduous process this year. It was easier to upload it into CSuite as we used to be able to do before SLM.
There was a release on 4/6/22 to implement this for standalone processes ("The School (Payee in SLM) and Student ID will sync between the two systems.") But…
91 votesThe ability to integrate the school and student id for a scholarship award between SLM & CSuite is available. Here is a link to the article in help: https://support.foundant.com/hc/en-us/articles/9863827205911-Integrated-School-and-Student-ID-Fields
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duplicate merge
When merging a duplicate with two identical addresses, merged profile should only include one address, as it does with email or phone numbers.
90 votes
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