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118 results found

  1. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    Adding the fund open date and investment strategy fields to the Underwater Funds Report would make this report more useful and informative.

    41 votes

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    Under Consideration  ·  3 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 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.

    41 votes

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    Under Consideration  ·  0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Permissions Audit Capability or Report? Permissions definitions?

    We have just gone into our second year using CSuite and are ready to take a hard look at Permissions. We are finding we would rather have 'departmental' user groups than just the default distinction between Accounting and Staff that was set up at implementation. We have just been granting specific permissions on the fly, as staff run into tasks they are unable to complete, and would like to re-establish a controlled structure.

    We are running into a few hurdles as we try to approach this project, specifically:

    1: there aren't any good definitions on WHAT each permission actually does…

    34 votes

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    Under Consideration  ·  3 comments  ·  Permissions  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Docusign Integration

    Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    61 votes

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    Under Consideration  ·  2 comments  ·  System Data  ·  Flag idea as inappropriate…  ·  Admin →
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  5. to be able to enter the contact persons name and position at the same time of setting up a new organization.

    to be able to enter the contact persons name and position at the same time of setting up a new organization.

    45 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 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.

    134 votes

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    Under Consideration  ·  3 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 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.

    131 votes

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    Under Consideration  ·  0 comments  ·  System Data  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 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.

    23 votes

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    Under Consideration  ·  3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Obtaining 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.

    22 votes

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    Under Consideration  ·  0 comments  ·  Checks/Bank Reconcile  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Include the type of profile in header (i.e. Individual, Household, Org)

    In the gray box where it says "Profile," include the type of profile it is (i.e. individual, household, organization). At first glance, it is sometimes hard to tell if you are looking at an organization or individual -- causing donations to sometimes be attached to the wrong profile. Or update the gray bar to different colors for different profiles.

    51 votes

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    Under Consideration  ·  0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Pronoun

    Pronoun Field

    We need a place to capture pronouns on profiles. This must be an editable field - not a drop down menu, as pronoun preferences and combinations may not match what we would anticipate in advance. I consider this request of critical importance.

    It is a sign of respect and care to use a person's proper pronouns - we know from scientific research that mis-gendering people by using incorrect pronouns can have a serious impact on their mental health.

    I searched Idea Lab for this topic before creating this suggestion and was disappointed to see that another user's suggestion…

    12 votes

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    Under Consideration  ·  2 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 19 votes

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    Under Consideration  ·  5 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →
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  13. stock gift entry

    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

    98 votes

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    Under Consideration  ·  2 comments  ·  Public Securities  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 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

    103 votes

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    Under Consideration  ·  3 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 990 tax class

    Auto populate the 990 newly created tax class field using Charity Check but allow for manual overrides..

    See the implimented tax class implientation below:

    This functionality was released on December 1st, 2021. Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types.

    19 votes

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    Under Consideration  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →
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  16. Inactive addresses should not populate as option for print envelope feature

    When utilizing the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the inactive ones. To be sure, one must use the back button to confirm the primary. Please list the primary address as the top option and PLEASE do not list inactive addresses. This could save time and avoid many slip ups when mailing via USPS (sharing for a friend...) Thanks :)

    9 votes

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    Under Consideration  ·  0 comments  ·  Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Allow Fund Advisors to See Household Receipts

    Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.

    42 votes

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  18. Add All Tabs to Fund Advisor Fund Custom Report

    Currently, in the Fund Advisor Fund Custom Report, only a few of the tabs are available (Donation, Files, Grant, Grantcatalog, Grantrequest, Statement). Is it possible to add all tabs to this report?

    That would include Pledges, Receipts, Voucher, Invoice, Split Interest.

    This would be very helpful in our data validation process to confirm that the correct tabs were selected for each fund advisor.

    11 votes

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    Under Consideration  ·  3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Fund Advisor Grant Notifications when a grant request is submitted

    I see that it appears fund advisors used to received notification once they had submitted a grant request, and that, after user feedback, it was changed to send the notification after the grant was approved and paid. However, I would love to see both options available. We do have some fund advisors who want a confirmation email of their submitted request in real time, as immediate back up. While I recognize that they could print the home page showing the submitted request, for some of our "older school" advisors, this is still not satisfactory.

    38 votes

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  20. Recurring Journal Entries

    It would be very helpful if we could create recurring journal entries like we can for vouchers. This would be helpful for things like payroll or benefits.

    39 votes

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    Under Consideration  ·  0 comments  ·  General Ledger  ·  Flag idea as inappropriate…  ·  Admin →
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