262 results found
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Map GLM/SLM Evaluator profiles to/from CSuite
Most of our evaluators in GLM and SLM are in CSuite already. It would be nice if these people could be mapped so that contact information syncs. It would also be good information to have in CSuite that the person is a scholarship or grant evaluator
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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Ability to Select Unfunded Grants to Void with Check boxes
In the approval screen, you can click Approve All and then manually check the boxes of the grants that you want to approve. This would be very helpful in the Unfunded Bucket as well when you click Void Unfunded.
1 voteHello,
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Thank you
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Add comment to Batch Deactivate and Activate Users
When batch deactivating and activating users in GLM from the user search page, add a Comment field that will populate within each user's record. This will allow Admin to reference the note or comment that explains why the user was deactivated or activated.
1 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.
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Show Liability Account Breakdown in Fund
Just like you can see the assets listed by account when viewing a fund, please add the ability to see the liabilities listed by account when viewing a fund. We have many accounts with outstanding grants payable or accounts payable that cause a disconnect between the fund balance and the asset balance but takes quite a search to determine what those are. Having the same view for Liabilities as you do for Assets on a fund would be incredibly helpful.
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.
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Thank you
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Email notification of Grant
When we process a grant, we notify the grantee of a forthcoming grant via email. It would be helpful to receive an error message back via email that the email was rejected, similar to email apps send a rejection email back to the sender.
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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Add the Grantee ID When Creating a Grant or Adding a Student Number
When adding a student number if there are grantees that have multiple profiles, it is impossible to be sure that you are selecting the correct one. This also applies when creating grants. If the Grantee ID were displayed in parenthesis next to grantee in the dropdown (example below), then it would eliminate the time spent finding the correct grantee and reduce errors.
"Grantee (1234)"
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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Nested Lists in Custom Fields
I am exploring various options in the Custom fields and thought that the Nested List option would work well. However, when I tested my results in a report it only shows the second nested choice, not the entire classification string.
For example - I have a main Grant category of Arts, Culture, and Heritage with several dropdowns including Education. But in the report I only see Education, but not that it's attached to the Arts category.
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.
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Thank you
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HTML and Merge Field Compatibility for Grant Letter Email Template
Please make the grant_ letter_ email_ body template in site custom content HTML compatible! It appears every template is html compatible except this one.
It would also be helpful to have more merge fields available within this template. For example, payment amount and payment description/memo!
Without the html compatibility, you are unable to create line breaks or format any text which is very frustrating. Without additional merge fields, very limited information can be communicated to grantees.
Thank you!
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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reply address
Customize Reply to Address
Foundant added a new feature to be able to have one real email address for all emails sent by CSuite. See - System Data: Streamlined the Default Email Reply To functionality in System Data. There is a new setting, Use Default Email Reply To For All. Released on 5/4/2022.
I'd like to be able to customize the reply to email based on the type of email sent. My grants team should get emails from donors on grant questions and philanthropy team about fund statements and donations.
1 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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1 vote
Hello,
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.
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Thank you
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To please enable the "Fund Public Name" Field on the Interfund-letter when merging the recipient fund
For the inter-grant letter. The merging field for the recipient fund does not accept the fund- public name.
1 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.
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Thank you
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Household or Individual Fund Advisor selection for grant entry
When a fund advisor submits a grant online, allow the advisor to select if the grant is from an individual advisor or the full household. This will then populate the appropriate contact information within the grant to merge into the grant letter for appropriate acknowledgement. At this time this is a manual change for each grant as it only pulls in information for the 1 advisor submitting the grant request.
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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1 vote
Hello,
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.
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Thank you
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Donor Portal grants on home page
Remove list of grants from the home page in the Donor Portal. We have professional advisors who manage donor's funds and would like to give them access to fund balance info and maybe total donations and grants but not details to have more timely information than the quarterly statement we send. The donors don't always want their advisors to know what organizations they support. I can turn off the grants tab but all the grants are listed on the home page and I can't get rid of those. This would allow for greater flexibility in the use of the portal.
1 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.
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Thank you
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Option to merge the fund public name only.
Under grants - content. Public notifications ie. Grants Post Notification.
To have the option to be able to merge the public name only. Right now this is the only merging option {{fund_name}}. This field includes the fund Id.1 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.
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Thank you
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Sponsored Org for GLM synced grants
It would be helpful when syncing GLM grants to have the ability to use the 'Sponsored Org' link. Grant applicants requiring a fiscal sponsor should be set as the 'Sponsored Org'; by CSuite definition: "The name of the organization that is not the qualified nonprofit" and the fiscal sponsor would be the grantee.
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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Warning Before Deleting on All Pages
It would be great if there was always an "are you sure you want to delete this?" message before something is gone forever. There is no warning message when clicking delete on the recurring grants page. There might be other pages where this is the case as well. Thanks for considering!
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.
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Thank you
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Grant Import - add Grant Letter Template ID to the grant import template
When doing a mass import of grants - it would be great if we could pull in the grant letter template ID number with that import so we don't have to manually change the template to use. Since each template gets an ID it seems like it would be easy to add as a field in the template.
1 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.
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Thank you
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GL description for a grant
Please allow the system automatically populate the grant description entered on the the transaction id description so that it is not blank when looking at a GL report.
1 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.
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Thank you
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Expand the character allowance for Fund Beneficiary descriptions
Please find a way to make the Fund Beneficiary description field capable of containing unlimited characters.
Currently the Fund Beneficiary description field allows only ~254 characters. Some descriptions are significantly more characters than this (one of our longest, which MUST be merged into the grant agreement/grant letter, is more than 2250 characters!).
Please find a way to make this field capable of containing unlimited characters, so we can actually create spendable AND use templates directly from CSuite for our annual distributions.
Currently we have a very laborious workaround: manually pasting any 'spillover' description text into the Grant Summary field (meant…
8 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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