50 results found
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Review all letters in CSuite similar to the Fund Statement review function
Implement the same viewing and reviewing capabilities that exist for fund statements for all letters including tax receipts, grant letters, and award letters—possibly adding the send option after it is reviewed.
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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User Sign In: Always include "Forgot Password" link on login page
The "Forgot Password" link on the login page only appears after a user has a failed login attempt - but it should be present on the login screen always.
Many staff members know they've forgotten their password and thus don't even bother trying to log in. This leads to a significant number of calls to our internal helpdesk, and we always have to tell users "it's a dumb thing that Foundant does, but you'll need to have at least one failed login attempt and then you can reset your password." This is how the first encounter with CSuite goes for…
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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Foreign addresses
The ability to enter foreign addresses (Canadian & International) in the format that each country requires, so that we do not have to look it up every time, i.e., type country name first, then formatting shows accordingly & ensure that country name prints on envelopes e.g., Israel has a very specific format and is very different from Canada:
Mr. Israel Israeli (addressee)
16/2 Yaffa street (premise/door (apt.) + street
9414219 JERUSALEM
ISRAELCanada has a very specific format and is even different from U.S.A. (apartment follows street address)
Mr. John Doe (addressee)
7-123 Some Street (door/unit/apt. - street address)
Ottawa,…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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Bulk year-end receipts - remove extra $ above the Total line
When printing bulk year-end receipts, the Total of gift receipt amount is generated and added to the receipt although the receipt letter has an extra $ above the $ with the total gift amount. Small thing but it looks like a mistake when we send this to donors. And also add, to gift Total with no cents, .00. Right now it just prints gift amount without decimals if it is an even amount.
6 votes -
Restrict organizations from creating or accessing a donor portal dashboard.
In the new "Portal," we would like to be able to restrict organizations from viewing/accessing the "Donor" portal tab related to the "Donor" designation. This is confusing for the Nonprofit contacts. The "Donor" Portal access should be tied to the profile types of individuals and households, not organizations.
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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Term Investment - remove one of two options to calculate interest
When trying to automatically calculate interest on the term investments, if I go to Term Investments – Interest Calculations – Create, it is the same as when I go to Term Investments – Calculate Interest. If it’s the same, can one option be deleted as it is confusing? I’d rather have “Calculate Interest” be deleted since “Interest Calculations" gives you prior transactions.
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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Manual entries - Admin Fees, Distributions, Journal Entries
I'd like to see a link to "create" another entry immediately after posting a manual admin fee, distribution, or journal entry. It's cumbersome to have to back up multiple screens to get back to the "create" link.
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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Allow "Self Service" password resets in the Sandbox or add warning that password resets don't work in Sandbox
Because the Sandbox environment disables all system generated emails, the "Forgot Password" feature does not work (the email is never sent to the user).
Ideally the sandbox environment would be updated to all ONLY these password reset emails to send. But if that isn't implemented, at the very least the sandbox environment needs to disable to "Reset Password" options, or include additional language and warnings that the password reset will not work.
Currently our internal staff have to manually reset user passwords AND deal with staff that are attempting to do the right thing by manually resetting their passwords but…
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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Filter Checks Listings
Please add an option to filter posted and voided items on the Checks page in CSuite. Currently, there is no way to search for a check without having to page through 30 checks at a time (ctrl+F only works page-by-page) or export a list by date to Excel. I realize a custom report option exists, but the listing has already been built into CSuite. Please allow us to search it easily.
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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Increased Ability to Make Bulk Changes
Many issues we face could easily be resolved if we had more ability to apply bulk changes. This includes updates and deletions to records in most areas of the system, but particularly grants, donations, profiles, and funds. We realize that Foundant may be reluctant to do this, since bulk changes can be dangerous. However, at some point, we have to be accountable for our own actions. As long as these areas have permission levels, we could selectively assign them to our best people, taking responsibility for whatever changes are made.
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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Authentication - UX
Make the authentication box on the login screen automatically populate the cursor and ability to type. Once you try to log in, it prompts for authentication. Then, you have to click on the text box, but most of the time, I forget to click the box because on most websites, it automatically is ready to have someone type in it. So I am left typing the authentication on my phone into nothing.
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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Clean Up Idea Lab
Remove implemented and archived ideas from Idea Lab search results - makes it really difficult to look for whether my idea already exists or not.
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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Auto logout after period of inactivity
For security purposes, we think it would be a good idea to have C-Suite automatically log-out after a certain time (e.g. 30 minutes, 1 hour). Currently, it only seems to log-out overnight
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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Please add to the home page of C Suite links for our GLM live and sandbox sites as well as our live & sandbox sites.
Please add to the home page of C Suite links for our GLM live and sandbox sites as well as our live & sandbox sites. There are links to IdeaLab, trainings, chat, and so many other things. It would be so much easier to have access to all of our modules through this home page please.
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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Support Hub
When you are trying to find helpful information in the Support Hub, you should have CommunitySuite Release Notes 2021, 2022 or 2023. Please be more precise on where you can find the info. You have to scroll through the release notes to find what you are looking for. Please try to be more helpful.
1 voteThere is an option to use Microsoft's <ctrl>f function to search for key words in the different release note area's. Information on how to do this can be found at the top of the release note list.
Here is the link to that direct page: https://support.foundant.com/hc/en-us/articles/19612670098455-CommunitySuite-Release-Notes-2024
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Search: "AND" "OR" logic / combination of values in multiple fields
It would be nice to allow combination of searches in different fields / "AND" "OR" logic for searching.
Example: when we receive a name with typos (and we don't know what the correct name is), if we put in the first few characters/letters in the search, it can generate a gigantic dropdown, but it will much easier if we can search one of the below:
(1) Last name AND company
(2) First name version 1 OR First name version 2 AND Last name8 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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Name file downloads for what they are
It would be great if the default file name when downloading reports or fund statements included better identifying information. For instance, a fund statement could include the name of the fund and the date of the statement; and a custom report export file name could include the name of the report. It's not a terrible inconvenience when running one or two reports at a time, but when running many reports over a short period of time, it's easy to lose track of which report is which.
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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"Profile Type" Has Two Meanings in Foundant-Language Update?
I recently discovered that "Profile Type" is used twice in Foundant to describe two different meanings. Profile Type is first affiliated with labels such as 'individual', 'household' and 'organization.' It's second association is when you click into a profile, select the Relationships tab, on the right-side menu, "Edit Profile Type" is an option. This selection though takes you to a menu of other types of profile designations or "tags", not 'profile types'. Could this language be changed or updated somehow to reflect that when you click "edit profile type" you are adding a different tag or association with the profile,…
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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Completed tasks should have a notification ot historical log for the person who assigned the taks
The person who assigns a task does not receive notification, nor can they view completed tasks that they have assigned to others. Even the "shared with others" does not include completed tasks. It would be wonderful to have the option to email the person who assigned the task when the task is completed, especially since there is a Note that can be attached to the task. It would be a great way to leave a note and notification for the task assigner.
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 more identifies in Sandbox to remind users they are working in Sandbox
Additional identifiers would be useful in Sandbox to remind users they are working in Sandbox. Maybe font color of all fields can be different from production or red boxes around all fields? One banner isn't enough.
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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