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2 results found
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Integrate C-Suite to Zapier
Zapier lets you connect to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible. In particular, we are looking for new ways to do online fundraising given COVID. We would like to work with GiveButter, a platform that will allow us to livestream an event and collect donations at the same time.
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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Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware
One of the most limiting things about using Foundant is the lack of connectivity to other platforms that we all use. Even in cases where there is some integration (like with MailChimp) that integration is extremely limited.
I found those ideas all via one quick search in the Idea Lab for the word "integrate." I bet there are many other requests that could also be solved this way.
If you're considering voting for this and want to know more, you can see all of the integrations available via Zapier, Make, and MuleSoft at these locations:
Zapier: https://zapier.com/apps
Make: https://www.make.com/en/integrations
MuleSoft: https://docs.mulesoft.com/connectorsFoundant is a relatively small company and obviously doesn't have the capacity to develop connectors between CSuite and the many platforms we all use.
Instead, I suggest that Foundant focus on developing a connector to one middleware platform like Zapier, Make, or MuleSoft. CSuite could connect to one of these platforms, then users could create integrations between CSuite and many other.
I did a quick search in the Idea Lab and found a number of suggestions that could all be solved by a middleware integration. Here are some examples:
Constant Contact
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/34929421-api-for-constant-contact
(would also work for MailChimp, Campaign Monitor, and many other email marketing systems)Analytics Platform
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44916346-integrate-with-an-analytics-platform-tableau-or-aGivebutter
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab?query=zapierMailChimp integration improvements
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44369310-batch-update-do-not-emailGoogle Data Studio
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/41468275-google-data-studio-integrationOne of the most limiting things about using Foundant is the lack of connectivity to other platforms that we all use. Even in cases where there is some integration (like with MailChimp) that integration is extremely limited.
I found those ideas all via one quick search in the Idea Lab for the word "integrate." I bet there are many other requests that could also be solved this way.
If you're considering voting for this and want to know more, you can see all of the integrations available via Zapier, Make, and MuleSoft at these locations:
Zapier: https://zapier…
27 votes
892 results found
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Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service user opens a new browser, goes through MFA and logs into CSuite. But, oh, guess what? They are now logged out of Login As.
Secondly, for any organization that uses a default browser and/or a password manager, we now have to maintain browser short cuts, password manager log in and MFA in two separate browsers! This is a lot to manage--especially when you have a customer on the phone.
We had previously had no problem proxying as a Fund Advisor and keeping our own version of CSuite open. We really need to have that ability back in the new portal, so that we are able to service our customers effectively.
The final issue with this is basic ability to validate and troubleshoot our own externally facing site. I'm trying to simply walk through the site to document updates and I can only do so without being logged into CSuite at the same time? How do we validate what is displayed vs what we see in Csuite? In the 10 minutes that I have been trying to document requirements, I have had to log into Csuite about 4 times now. This is not a good customer experience!!
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
126 votes -
Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
59 votes -
1099 - Add Mailing Address to Report
The 1099 report pulls the Primary address for a profile, but we need it to pull the Mailing address, the Primary for us is the Physical address. Please add a column for the Mailing Address so that we do not need to check each profile and update addresses before submitting.
I also suggest that you add a column for primary email address as then we could email the 1099s through the filing systems.
Thank you!
30 votes -
Formatting for "Amount" fields in all Content areas
Please format the "amount" field for all Content notifications to display as $#,###.## (e.g., $64,500.00). Formatting currency with commas is essential for clarity, especially with larger numbers.
I realized a similar idea was posted but later archived. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42438682-amount-formatting-in-content
43 votes -
Indicate required fields with an asterisk
A great enhancement would be to indicate which fields are required when creating a new record (profile, donation, grants, voucher, etc.) --- such as an asterisk to indicate that a field is required. This is a well-known standard.
Currently, the only indicator is an error message when saving/posting.63 votes -
Expand capability of "add note to CSuite" Outlook integration
Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).
37 votes -
Simplify/Merge the Grant Request screens
It would be so helpful to have the Grant Request primary screen be combined with the Grant Request > Choose Type screen. There are SO many screens for our donors to click through on the new Grant Request options. We liked in the legacy portal that you had the options on the same primary page. Also, would be helpful to have the option to edit the Type buttons text.
30 votes -
Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
24 votes -
Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
31 votes -
Household Donations on Donor Portal
Is it possible to show the donations of linked households on the donor portal? Our Foundation processes donations from the household, however users login under their individual profile. It would be great if donors could see donations from their household as well as their individual profile.
56 votes -
Fix Mobile View for Portal
I just logged into my personal Donation/Fund Portal using my Google Pixel 8 and it does not look good. Many of the fields are overlapping and cannot be read properly. Please update/modify for responsive use, it's not built taking this into consideration.
26 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
89 votes -
Ticket Purchasing: Multiple Ticket Types option on one screen
I would like to see the option to purchase multiple types of tickets on one screen. Currently, users must add one type to cart and then have to go "back" two screens (or more) to add a different ticket type. It would be better to have a drop down option or the ability to add multiple types of tickets on one screen. This is inconvenient for both desktop users and mobile device users.
60 votes -
Update Manual Fund Statements to only allow you select through a closed time period
In the fund portal, we'd like to be able to enable the Manual Fund Statements, however, as of now it lets you run a statement to include a time period where the books are still open. We currently only run monthly fund statements. We want fund advisors to have the option to select any time period they'd like to include in a fund statement...but need it to only have the option to go through a closed month. If the month is still open and the investment returns/losses or admin fees have not yet been allocated to the fund, then the fund statement isn't correct.
In the fund portal, we'd like to be able to enable the Manual Fund Statements, however, as of now it lets you run a statement to include a time period where the books are still open. We currently only run monthly fund statements. We want fund advisors to have the option to select any time period they'd like to include in a fund statement...but need it to only have the option to go through a closed month. If the month is still open and the investment returns/losses or admin fees have not yet been allocated to the fund, then the…
19 votes -
Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods? I've been told that investment reporting only occurs on closed periods, so it seems like the functionality may already be available or easily converted to be similar. Obviously, staff still need the full access, but the donors do not need this confidential information until we are ready for it to be published.
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…
33 votes -
Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields in one spreadsheet, one upload.
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…
29 votes -
New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
19 votes -
Ability to edit Profile Fund Link categories versus deleting and relinking
Allow Profile Fund link Categories to be edited vs having to delete the Profile Fund link and adding the fund back with the newly desired Category. Example, we are changing 'advisor' to 'primary advisor' or 'secondary advisor' and having to delete the Profile Fund link w/ 'advisor' category and then adding the fund back with the Profile Fund link of 'advisory-primary' or 'advisor-secondary'.
29 votes -
profiles: display relationship and engagement tab numbers
It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.
63 votes -
Limit Profiles that can Login to the New Portal
We are enabling the new portal for Fund Advisor only for now. However, the portal does not LIMIT access to the portal to just Fund Advisor.
The portal currently allows anyone with an email address associated with a profile in our system to use the primary email and a pin to get into the portal and manage their contact information.
Is there a way to detect if the email entered is in our system and does NOT have a designation associated with an area we have enabled on the portal and then display a message that can be customized by us?
In our case, we would want to tell them that they do not have access to the donor portal at our foundation and to contact xxxx if they have questions. We would then customize the message as we open more areas of the portal.
We see this as a problem specifically for our grantees who often end up on our donor portal when they were trying to get to GLM. We do not want them to think that because they are seeing their profile, they should also be seeing grant applications.
We are enabling the new portal for Fund Advisor only for now. However, the portal does not LIMIT access to the portal to just Fund Advisor.
The portal currently allows anyone with an email address associated with a profile in our system to use the primary email and a pin to get into the portal and manage their contact information.
Is there a way to detect if the email entered is in our system and does NOT have a designation associated with an area we have enabled on the portal and then display a message that can be customized by…
11 votes
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