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6 results found

  1. mobile app

    Has Foundant explored the idea of creating their own mobile app for CSuite? I see a lot of requests related to making content more mobile friendly and responsive. I know you are revamping the donation pages with this in mind. But what about if there are staff members who could be helped by having a true mobile app with limited functionality? I'd bet there are many that have to be in the field meeting with folks for at least part of their day, and they would find great benefit in being able to quickly look up profiles, view grant and…

    37 votes

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    Under Consideration  ·  7 comments  ·  Other  ·  Admin →
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  2. Donors getting Candid/Guidestar data via CSuite

    Would it be possible for donors to receive Candid/Guidestar data via CSuite? It would be great if donors could get that information.

    4 votes

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    Under Consideration  ·  1 comment  ·  Other  ·  Admin →
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  3. Multiple Email Options for Communications

    When individuals unsubscribe from Mailchimp emails, it is impossible to discern if they want to unsubscribe just from marketing/ communication emails and who should just simply be marked "do not email". If Foundant could add choices on emails that indicates something to the effect of, "Marketing Emails" and/or "Foundation business" as boxes to check as options, similar to "mailing" or "inactive" for mailing addresses, that would be very helpful. Currently, if someone unsubscribes from a MailChimp blast, there is no way to realistically remove that person from marketing email blasts unless you go 1-by-1 and remove them from every campaign…

    35 votes

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    Under Consideration  ·  1 comment  ·  Other  ·  Admin →
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  4. Opening a DAF

    Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
    Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.

    11 votes

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    Under Consideration  ·  3 comments  ·  Other  ·  Admin →
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  5. 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.

    2 votes

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    Under Consideration  ·  0 comments  ·  Other  ·  Admin →
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  6. Wealth search third party software to integrate with CSuite

    We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.

    23 votes

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    Under Consideration  ·  4 comments  ·  Other  ·  Admin →
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