714 results found
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board portal
Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.
186 votes -
Fund statements: Need school name in Grantee section
Please provide the option to list the school's name in the grantee detail section of a scholarship fund statement. This field is currently blank or will list the student's full name since the student is considered the grantee according to C Suite even though the payment was sent to the school. This is confusing for donors. This update would also protect the privacy of the student by including the school's name, and not the student's full name. We are not interested in the post by payment option as that feature can cause issues with financial integrity.
148 votesAfter review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
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Combine credit card fees with the donation amount
Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.
115 votes -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
107 votes -
birthday - option to not include year
Can we please have the option to select birthdays without a year or even a specific date?
Sometimes we may know the Month and Year
Other times, we may only know the Month and Day, but not a year.It is nice to capture this information for donor development
97 votes -
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?
91 votes -
Change Fund Group at a Point in Time
For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.
Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.
88 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
84 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.
83 votes -
Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
82 votes -
email - integration with Outlook
Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.
77 votes -
FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
71 votes -
Scholarship Directory (Similar to Nonprofit Directory)
We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.
68 votes -
Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality…
64 votes -
Donations: change fund
Change fund on donation
I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.
62 votes -
profiles: display relationship and engagement tab numbers
It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.
60 votes -
Back and Forward Button
To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.
59 votes -
online donations creating new profiles each time
A donor should have the option to use their existing profile in the system instead of creating a new profile every time they donate.
58 votesWhen both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
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Linking profiles to funds- multiple links at a time
It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…58 votes -
Household opportunities should show on Individual profiles
When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.
57 votes
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