7 results found
-
Default Template - None
I would like the ability to set 'No Default Template', as opposed to leaving the field blank and having the system automatically assign the predetermined default template.
Most of our grant notification happens via GLM/SLM, and we do not need to generate a 'Grant Letter' or 'Scholarship Letter', or 'Award letters' for individual grants in CSuite.
However, we have some programs that run through CSuite only, and need a letter attached. Because these programs are the only ones using the 'Grant Letter' template type, the system automatically pulls this letter template for ALL grants, at this time. As it currently…10 votes -
API for Constant Contact
We recently switched from MailChimp to Constant Contact as it offers more options and we believe it is a better platform. Would appreciate it if you would revisit adding Constant Contact as an option for the Campaign API kep.
31 votes -
Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
15 votes -
Single Sign On with Microsoft 365
Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.
7 votes -
Visual Presentations Using Charts (with GL data)
In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:
Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.
Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart
Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.
17 votes -
Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
24 votes -
One Log In Across Foundant Platforms
It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.
225 votes
- Don't see your idea?