CommunitySuite Idea Lab
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Merging profiles with attached files
When merging profiles, attached files do not migrate to the merged profile. Instead, the attached files from the deleted profile are lost. Please allow attached files to carry over to the merged profile.
82 votesMerged profiles will now include files, emails and notes. See release note from 9/7/2021.
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Drill down in financial reports does not include sub-accounts
When I drill down on a number in a financial report (income statement, for example), if any transactions exist in a sub-account included in that number, those transactions are not included in the drill down detail that appears. The detail that appears should agree to the number in the original financial report.
49 votesSub-accounts are now included in the drill down detail in financial reports.
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Historical grants - Newest to Oldest
When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.
84 votesThis was implement 12/1/2021. 4. Filtered Reports in Grants and Fund History will now be sorted newest to oldest
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First-Time Donors
Add the "first date" field to the Donor Reports Filters.
I had to delete 35 years of first date donations to get the 2020 first-time donors. Not efficient!
59 votesIn Custom Reports, a field has been titled "Donation_Event_First_Donation_Date. When you create a Donation Custom Report you will now be able to filter on First Donation Date. There are other new date filters available as well. Please refer to the release note on 8/25/2021.
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Transaction Audit Log
Please make transaction logs available for every type of transaction (included deleted) that show user, date, transaction number and action taken. I had a deposit deleted and cannot find out who did it (it was a mistake I'm sure). Every accounting program I have worked with has some sort of running record that shows who did what and when. It's an excellent tool when building roles for access and for auditing.
51 votesTransaction logs have been added to all areas of CSuite. Included with each transactions log, is the ability to track the entire transaction trail or just the transaction log. When selecting log, you will see the entire transaction trail. On the left side menu is the option to just see the entries’ log.
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Fund Statements
Please provide an option to create a WORD document instead of just a pdf of fund statements. All the other templates have the option of creating merged templates in WORD. Creating in WORD will allow us the ability to edit the Fund Statements.
89 votesThank you for you feedback. The option to download fund statements to Word was added with the release on 12/7/2020.
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Split / multi-fund gifts
It would be fantastic to be able to enter split or multi-fund gifts! Having to split into multiple transactions is cumbersome, more difficult to track, and generates multiple letters.
4 votesIf you enter the gift as a payment, CSuite will recognize the one check. You then add each donation to the payment. You will need an advanced tax receipt template to combine multi-fund donations onto one tax receipt. If you need help with this, please contact support or your CSM.
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Printed Checks Need Commas!
Please add commas to the formatting for printed checks. With the template the amount ten thousand prints as 10000 and it looks unprofessional and is confusing. Thank you!
59 votesThe default check options set in System Data>Check Option will print with commas. If custom check templates are enabled, and your numbers are not formatted correctly, please reach out to support.
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Fund Advisors Access
In our jurisdiction (BC Canada), it is against the law to reveal donors' personal information to anyone without their consent. Currently, when fund advisors are given access to their portal, they can see the names of donors to their funds. We cannot allow this. We would like Foundant to provide an option to "hide donor name" in the Fund Advisor/Donor Portal Options under System Data.
31 votes -
Allow up to 3 decimal places on public security quantity field
Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.
23 votes -
Custom Reports Filter Functionality
It would be helpful to be able to edit a custom report filter rather than having to delete the filter and then adding the item you want to change it to. For example, if you have a saved report to list profiles by a certain profile type it would be nice if you could simply click on the profile type filter and check a different or additional box vs. deleting the filter, finding profile type in the list, then searching the list of checkboxes that you wish to use
22 votesThe ability to edit filters is available. Please see the release note from 9/7/2021.
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Emailed Fund Statement Subject line
Ability to edit emailed fund statement subject line...
There needs to be a way to edit the subject line of the email when the system is sending the fund statements. Currently, it reads something to the effect of: RE: Fund Statements Reviewed 20200101:20200630 Fund Group: 10:Agency-Liabili...83 votesA feature was released today (9/1/21) which allows a User to enter content for the Subject Line of emails sent to Fund Advisors notifying them that Fund Statements have either been posted to their Portal or are attached to the email. This is a user defined field after a User creates the Fund Statement date.
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Voucher Date
Right now in grants, the voucher date defaults to the date it is created. It would be really helpful if we were able to define this date instead. For example, all of our scholarships have a July grant date because that's when they will be paid, but because of the large volume we process, the vouchers were created ahead of time in June. This means the voucher predates the actual grant. The opposite of this happens when we're entering grants for our supporting organizations after they've already occurred. For example, at the end of a quarter, we enter grants made…
7 votesPlease see 2021-07-22 release notes. You are now able to edit the Grant Voucher date by selecting edit in the Voucher Date line.
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View Recurring Grants from Fund
Add the ability to view recurring grants from the individual fund page.
63 votesThis feature was added today. Please see the release notes!
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Custom Reports Filter Options - Text Fields
It would really be helpful if we could filter text fields with options like "contains" or "begins with", as examples. Ideally the filter options would be similar to Excel, where options like "begins with", "ends with", "contains" and "does not contain" are available. But having just "contains" would be a great start.
4 votesPlease see the release note on 8/30/2021. Begins with, ends with, and contains were added as filters for text fields in Custom Reports.
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Cover Stripe Fees on Recurring Donations
For recurring donations through the donor portal where the donor has selected to add the stripe fee, the add stripe fee selection would follow through to the subsequent recurring donations instead of stopping after the first donation.
67 votesThis feature was released yesterday. Foundant added the ability to allow a donor to cover credit card fees on recurring donations. This will be viewable in the recurring donation record with the option to turn it on/off in the recurring record. If this is turned on and the donor elects to cover the credit card fee, they will see a message that this will be included with future recurring donations as well.
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adding historical grant information to organization
We have a cumulative list of grants for our foundations that date back to 1979. It would be nice to be able to add that information to an organizations profile so all of our grant information is in one place.
2 votesYou can already import “historical” grant information. From the Grant menu, select Import from the left side menu. There are instructions on the import screen and a template that you can download. Simply include a "Y’ in the historical column. You can test the import first in your sandbox. Contact your CSM if you have questions.
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Custom Report Deletion Permissions Change
None of our non-admin users have been given the ability to delete custom reports. That means they can't even delete their own. The reason for that is that there was one permission, and that permission allowed someone to delete anyone's custom report, not just theirs, and that was too dangerous.
Recently product added a new permission to reports, Custom Report Deletion. That allows someone to delete their own, but no one else’s. Even admins can’t delete someone else’s, unless they’re an inactive user. But now, with that one permission which we’d like to give to everyone to allow them to…
2 votesThe delete Custom Report option now allows a User to delete a custom report created by an inactive user. A User may delete their own custom reports.
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Add a Recurring Donation section to Custom Reports
We would like to run reports on our Recurring Donations to do some further analysis. Looking under Custom Reports I see that we can run reports on Recurring Grants and Recurring Vouchers but not donations. Please add this functionality.
3 votesThis is available in Custom Reports. There is a boolean field titled Recurring Donation that is available as a field and filter.
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Allow fundholder to copy past grant request from grants tab
Our previous portal had an option next to each previous grant where the fundholder could copy the grant, quickly verify the infmormation was correct, then resubmit it without having to re-enter the amount/description/notes.
2 votesThis functionality was added to the donor portal on 10/6/2021. Please see the release note for that day.
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