CommunitySuite Idea Lab

  1. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Transaction 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.

  6. 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 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
    Implemented  ·  Tyler Reichhoff responded

    Thank you for you feedback. The option to download fund statements to Word was added with the release on 12/7/2020.

  7. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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

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    Implemented  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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

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    Implemented  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    A 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.

  13. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. View Recurring Grants from Fund

    Add the ability to view recurring grants from the individual fund page.

    63 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This 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.

  17. 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 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    You 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.

  18. 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 votes

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  19. 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 votes

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  20. 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 votes

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