53 results found
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Create ability to attach files to a note
Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"
76 votes -
Bulk Delete Profiles from Campaign
Within a campaign, there should be an option to 'bulk delete' records when you are manually scanning the profiles tab. Similar to how you can select (or deselect) tax receipts to send from the donations bucket, you should be able to select certain records and then click "delete" vs having to click "delete" individually from a campaign.
27 votes -
Data Visualization/Customizable Dashboards
Need the ability to build customizable Dashboards within CommunitySuite so they can see their data in charts/graphs. Need year over year results on donations, pledges, donors, donor amounts.
27 votes -
idea lab
Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.
I wonder if Foundant support might develop a mechanism where, when they…
18 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
Thank you for this suggestion. We are working on improvements to Idea Lab and our process.
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Campaigns Without Tickets for Online Donations
Event Campaigns should be able to be created without needing to sell tickets. This would streamline online donations targeted for a specific purpose or campaign. The campaign could then have a specific URL and QR code created, like campaigns already do, but without needing donors to purchase a ticket, it could take them right to a donation page that is tied to the fund attached to that campaign. This would create more efficiency around event campaigns, continue the trend of online donations becoming more popular and accessible at events, and reduce the additional time it takes to manually attach donations…
90 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…
12 votes -
Revenue Share Deposits - Impact Investment Interest Income
Revenue Share for Deposits
We get interest income from impact investments which are in our investment pool. We would like to be able to revenue share these deposits rather than do a negative voucher to allocate the interest income.
11 votes -
Adding an additional column for Registration beside RSVP and Attended
To complete online registration, the registrar needs to provide their details, including credit card information, and optional the guest's name; the guest must be included to enable RSVP confirmation and appear on the guest list.
If the registrar represents an organization, the RSVP status won't be displayed in the profile. Is it feasible to incorporate a registration column for this purpose? Please note, that activating RSVP to yes will treat the organization as an additional guest, impacting the total RSVP count.13 votes -
Revenue Share Audit Detail CSV Export
Unlike the Admin Fee audit detail, the Revenue Share Audit Detail does not export as a CSV file. Instead, it gives a page that is much less friendly for providing to auditors. Please give us the option to choose how the Revenue Share Audit Detail is pulled out of the system, specifically, a CSV file.
5 votes -
Custom Additional Fields for Tickets in Event Campaigns
As a small community foundation, we have a fund holder who has the local artistic community creating about two dozen posters to promote freedom of expression. They'll be "sold" (given as premiums) for a donation to a C-Suite campaign. Each poster design is offered as one ticket.
We are running into the limitations of the C-Suite Ticket object here. We need each ticket to be able to add CUSTOM ADDITIONAL FIELDS similar to the way the Note field works at present. We would want Shipping Address for fulfillment on each item.
I know there are some order options that we…
29 votes -
Bank Reconciliation Note Section (Left Side Menu)
Can we add a Note Section to the left side menu of a completed Bank Rec?
9 votes -
Be able to update RSVPs in bulk
Our foundation manages certain donor-initiated events and fundraisers where the ticket buyers are not great at adding the Profile Campaign Ticket Guests after they check out. Please make it it possible to update the RSVP list in bulk or make the Profile Campaign Ticket Guests mandatory to be filled out before check out. This would be such a time saver.
26 votes -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
24 votes -
Secure option to obtain 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.
165 votes -
Automated Workflows for Donor Stewardship
Used to be a RE NXT user, and one of the best features was Workflow Designer. You could create processes — known as workflows — as an automated series of steps in the form of actions, emails, or conditions. You can assign actions to someone in your organization to complete, then add conditions to have the workflow move to the next action.
You could add emails to your workflow and set conditions to automatically send those emails to your constituents. You'll add actions and emails based on your chosen criteria and let the workflow do all the work, saving yourself…19 votes -
Campaign Ticket Guests
Three thoughts on potential future functionality for campaign ticket guests:
1). Implement a system for matching guest names to profiles (or creating new profiles automatically, a la Stripe payments) that lines up with the existing profile DEDUPE functionality. This could tie in with/be more robust if item 2 is considered:
2). Allow customization of the fields that purchasers fill out concerning their guests (for example, adding emails, phone numbers, etc.)
3). Implement a batch functionality for converting ticket guests to profiles (right now, it must be done on a one-by-one basis)
3 votes -
term investment - need 1099 interest report
A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.
1 vote -
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.
7 votes -
check reconciliation
In the bank reconciliation, checks paying multiple vouchers do not get matched with the csv upload and have to be reconciled manually. This makes the bank recon more time-consuming and leaves room for more errors. is there a way to fix this so that all checks get matched with the csv upload? We had over 100 checks paying multiple vouchers last month - would be great not to have to reconcile manually. Issuing several checks to the same vendor is not an option - sometimes there are dozens of vouchers linked to one check/vendor and it would make check signing…
7 votesUnder Consideration ·AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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Impact Investing
With Impact Investing becoming a more prevalent means of helping our communities, it would be very helpful to have a way to allocate these loans to multiple funds without having to have an outside massive spreadsheet to "revenue share" manually and account for repayment manually to each fund. The loan feature does not work for this as that is only allocable to one fund and Investment Strategy does not work as you can also only allocate one per fund.
16 votes
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