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  1. 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…

    23 votes

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    2 comments  ·  Other  ·  Admin →
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  2. 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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  3. 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.

    18 votes

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  4. It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.

    18 votes

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