38 results found
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Function before Form
Please stop adjusting the form/appearance of the modules in cSuite. You are making it more complex with more clicks and issues finding information. There is so much functionality we need that has no impact on how something looks. cSuite is making the appearance more complex but not focusing on the functionality issues we have and need adjusted to function with less barriers. Where is the gift adjustment without unreconciling? Why do idea lab ideas get 'implemented' when they clearly are not functioning in the way the poster intended? I understand that design is easier and cSuite can say 'look what…
24 votesThank you for reaching out to us with your feedback.
While it is very difficult for us to hear that you are no longer satisfied with our product it is necessary to take your valid criticism to heart so we can keep improving, and for that we thank you.
We do want to assure you that each change is based on the future state of our product and client feedback. As additional fields and functionality are added, we do our best to organize the fields for easy consumption and with that has come change to our fund and profile areas. We continue to strive to improve the lives of our clients by offering a very robust system. After all, loyal clients such as yourself are the backbone of our company – we never forget that.
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Search by Fund Number
It would be great if we could use the FUND ID to search for a fund, similar to how we can search by short name.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Remove Automatic Capitalization on Fund Names
The system is automatically capitalizing every word in a fund name at the top of the fund screen even though it is not entered that way. I thought i had typed the name of a new fund incorrectly when I saw it at the top only to discover that I had entered it correctly and the system is doing the capitalization at the top. The top heading should match exactly the fund name as entered. (See screen shot).
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Searchable Fund Public Name
Make the fund public names searchable. This is used when searching a profile name a/o the legal name. Why can we only search for the fund name, but not the public name of a fund?
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Files keeping on the same page/screen when uploading
When I upload a file, it takes me back to the details page instead of staying on the files page screen. It would be nice to stay on the page you are working in rather than it detouring you back to the fund home page.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add ability to BULK EDIT to ADD Beneficiary to funds
Please add the ability to bulk edit to add beneficiary to a group of funds. I had to manually add beneficiary of a fund to 353 funds!
7 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Fund group list count
It would be great if you look at any group data, whether it be a fund group, list of specific donations or anything of that nature that the bottom of the screen can give you a count of how many are in that listing. The idea of having a count for the number of funds in a certain group was archived, but I don't see why this would be an issue. It would really be helpful.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Sorting - Csuite vs. Excel
Csuite does not sort names like Excel does. We run into this issue often.
For example, the fund name "M. Scott Myers Award Fund":
- in Csuite, this is alphabetized as MS...after funds beginning with "Mr. and Mrs..." etc.
- in Excel, this appears at the top of the list of M'sAnother example is the fund name "#FRONTLINEPROUD TM Fund"
Csuite - this is sorted as "frontline..."
Excel - this is at the top of the list because it begins with #So much of what we do is exported to excel . If you're looking at an excel…
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Current FY Spendable Amount
We would like to have a separate bucket for current fiscal year spendable on funds in addition to having the current spendable bucket.
Example: 2021 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’.
2022 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’ plus the $100 from 2021.
2023 calculated spendable is $1100. There is a total of $1300 available.
We would like to see current year calculated spendable of $1100 AND total spendable of $1300.4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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annette@icfoundation.us
Foundant should add all donations net of fees to the principal balance vs. the gross donation since the fees are never deposited into the fund. Adding the gross amount overstates the principal amount.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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fund list
Please add "CLOSED" to the funds that are closed in the LIST ALL and LIST DAFs and LIST AGENCY. When you are scrolling through the listing the Title Bar disappears so you have no idea what the Yes and No even stand for.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Summary
Fund Summary
'List All' funds would be most beneficial - we have 70 groups - so 70 summaries to combine.
Also, to add filters and save as new report would be great.3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Schedule When Funds Are Eligible for Distributions
It would be great if there was an option to schedule when newly established funds are to be included in the granting calculations.
For most of our funds, we require them to sit idle for at least one calendar year after being realized to allow for some earnings to build up before we grant. Currently, we either have to remove them from the granting calculation altogether and just remember to add them back in after 1 year, or uncheck them from the distribution list before it's posted. Either way, we're relying on our notes and memories for this process. An…
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Vendor results to Reports (Fund Summary)
We would find it beneficial to have Vendor and totals also reported under the 'Reports' fund summary. We are aware we can use the >Reports dropdown to run a vendor specific report. Having Admin Fees, Grantees, Donors and Vendors on one report would help clarify money in and out across the board. (On my attachment example, the blue boxes shade proprietary/confidential information.)
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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interfund grant
In the same manner as this original idea (that has been archived) and the comments, we are looking for a way to send an acknowledgement letter in bulk when we receive interfund grants. (Or even if they ended up in the donation tab that has the existing option to bulk create letters)
As a side note, it seems like CSuite functions as if the only reason a donor would receive a note would to be receiving the tax language they'd need for a donation, however some donations come from another foundation or external DAFs, so it would also be…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Require Fund fields
You recently implemented a feature that allows us to require that certain fields on a Profile record be populated before the user can save the record (detailed on this page https://support.foundant.com/hc/en-us/articles/6042827206807-Profiles-Settings).
It would be extremely useful to have this same functionality available on the Fund object. We frequently have data hygiene issues when users forget to fill in a particular field when they're creating a new Fund record. As much as you remind people that they must fill in certain fields, they sometimes forget. This causes all kinds of reporting issues, fund management issues, etc.
Ideally, it would be…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Grants tab on Fund profile
For quick reference it would be nice to see all grants made by a fund on their profile page. Please consider adding a tab to see grant history.
Thank you1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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How to identify a fund that is both a scholarship fund and a grant fund?
When identifying a fund, CSuite offers only one choice for "group". We have a fund that offers both scholarships and grants. It would be very helpful to be able to identify this fund as both on their profile. It is not two separate funds. Rather one fund that offers both.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Reclass Permission Within Funds / New Permission
There's a Reclass option now available on Funds. It's for initial setup, but anyone can change that if they have the Edit permission on Funds. We'd like this broken out, having a separate permission within Funds for "Reclass". It seems too dangerous giving anyone who can edit a fund to be able to change this.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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short name
We are new users and are quite surprised (disappointed) that there is no field to record the account ID number used by our investment manager on a Fund profile. Our work-around is to use the SHORT NAME field for the ID No.
Also, it would help if the SHORT NAME field - for our purposes anyway - would appear in the uneditable Audit Detail Reports in Admin Fees and Rev Share sections.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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