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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…
33 votes
1422 results found
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Full System Audit Trail / User Activity Logs should be mandatory
CSuite would benefit greatly from having a comprehensive system-wide audit trail that logs all user activity across every module and function.
Recently we discovered grants had been entered using the “Create Spendable” function, but no user log was available to identify who performed the action. Without that information, the only way to determine what happened is to ask staff individually if they made the entry. When you have multiple staff entering grants, this is important. Not only from an operational standpoint, but from a chain of custody one. We have also had issues with profiles being marked inactive and no log showing who inactivated it. It seems like there are many areas where logs are not being generated.
For organizations that rely on CSuite for financial and grantmaking operations, this presents a significant gap in internal controls and auditability as well as inefficiencies in daily operations.
Ideally, every action in the system should generate a log entry, including:
User name
Date and timestamp
Module and record affected
Type of action (create, edit, generate spendable, delete, etc.)
A system-wide activity log would allow organizations to:
Maintain proper audit trails
Strengthen internal controls
Quickly troubleshoot data discrepancies
Identify the responsible user without staff-wide inquiries
Given the financial and compliance responsibilities of organizations using CSuite, comprehensive activity logging should be standard across all system functions.
CSuite would benefit greatly from having a comprehensive system-wide audit trail that logs all user activity across every module and function.
Recently we discovered grants had been entered using the “Create Spendable” function, but no user log was available to identify who performed the action. Without that information, the only way to determine what happened is to ask staff individually if they made the entry. When you have multiple staff entering grants, this is important. Not only from an operational standpoint, but from a chain of custody one. We have also had issues with profiles being marked inactive and no…
75 votes -
Mobile application for Fund Advisor Portal
We have fund advisors who would like the ability to access the fund advisor portal via a mobile application. Is this request a possibility in the near future?
69 votes -
Create VIEW ONLY proxy / "login as" permission
My team finds it incredibly helpful to proxy in / login as a donor to help them navigate the portal. Right now, if you have the proxy in permission, you are able to make grant requests and changes to the constituent's profile and fund. The system log does not mark those actions as the person who proxied in. It marks those actions as though the constituent made the changes. This is critical for audit purposes and creates several security and control issues.
My request for fixing this issue is to either create a VIEW ONLY option for proxying in as a constituent.
OR
Update the system log to be able to identify that an action was done by an employee who proxied in as the constituent.
My team finds it incredibly helpful to proxy in / login as a donor to help them navigate the portal. Right now, if you have the proxy in permission, you are able to make grant requests and changes to the constituent's profile and fund. The system log does not mark those actions as the person who proxied in. It marks those actions as though the constituent made the changes. This is critical for audit purposes and creates several security and control issues.
My request for fixing this issue is to either create a VIEW ONLY option for proxying in as…
49 votes -
portal grant request
Change the term "Description" on an online grant request to "Grant Purpose." Description is too confusing and donors don't know what to enter in that field.
75 votes -
Profile type directory suggested improvements
First of all, THANK YOU for creating the profile type directory! I was super excited to find out it existed while at Summit. I would love for you to expand the capacity of it and make it similar in function to the Nonprofit Directory with the ability to decide what information to share--even if it was in the setup and not particular to one person/organization. For example, I would love to be able to share a person's name, title, workplace and address in addition to the phone and email. I appreciate you Chris and team!!
13 votes -
Add Secondary Steward to Profiles/Funds
Similar to having secondary assignees to opportunities, it would be extremely beneficial if we could add secondary stewards to profiles and funds. Right now, the limitation to one steward per profile is problematic as we have profiles with more than one fund which have different stewards.
40 votes -
Top Navigation Bar
The top navigation bar changed today to follow the new UI updates. The option to revert back to our previous navigation bar is not available now. Please give us back the option to use our previous navigation bar!
25 votes -
Statement Type Editing
The Set Statement Type area (Home > Fund Advisors > Set Statement Type) applies bulk changes immediately, without a confirmation step. Unlike other bulk edit functions in CSuite, selecting a statement type option (Online, Paper, or Email) takes effect the moment it's clicked -- with no prompt to confirm the action. This lack of verification increases the risk of unintended changes being made to statement types across multiple records.
17 votes -
Opportunity Notes - Make Custom Field(s) reportable
With the addition of custom fields to Notes, we know the custom field is available for use in regular Notes and Opportunity Task Notes, as well as available on Opportunity Notes. The custom field appears as a reportable field in custom reports for Notes and Opportunity Task Notes but NOT for Opportunity Notes. My assumption is the custom field should show on the Opportunity Note report based solely on the objects being used in that report (i.e. Opportunities and Notes). Can the custom field please also be connected/available for the Opportunity Notes?
26 votes -
Donation UI Feedback
Please provide feedback around the Donation UI update here.
27 votes -
Auto-Populate Names
When creating a profile, I would like to have the already entered First Name, Middle Initial and Last Name fields automatically populate into the Salutation, Recognition Name and Mailing label fields, in order to speed up data entry. Currently this is data that must be duplicated. If, for example, I enter John Michael Smith in the top line Name fields of an individual profile, I would like the Salutation field to be auto filled with John, and both the Recognition Name and Mailing Label fields to be auto filled with John M. Smith (taking the first initial of the middle name). The suffix field could also be an optional choice field to auto populate depending on each entity's preference or requirements. This would be a huge time saver.
When creating a profile, I would like to have the already entered First Name, Middle Initial and Last Name fields automatically populate into the Salutation, Recognition Name and Mailing label fields, in order to speed up data entry. Currently this is data that must be duplicated. If, for example, I enter John Michael Smith in the top line Name fields of an individual profile, I would like the Salutation field to be auto filled with John, and both the Recognition Name and Mailing Label fields to be auto filled with John M. Smith (taking the first initial of the middle…
41 votes -
Use organization domain for email communications
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from fcsuite.com.
Emails from fcsuite.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While we recognize that for it to work, it does take some DNS and authorization setup on our end as well, many modern cloud-based software systems allow this functionality for just these reasons, so we are proposing that this functionlity be added to Foundant products.
<3 TCF
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from fcsuite.com.
Emails from fcsuite.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…
101 votes -
Consolidated Grant Notify Emails for Multiple Grants Posted at Once
Currently, the Grant Notify feature sends one notification email per grant when grants are posted or unposted. When multiple grants from a single fund are posted at the same time, advisors receive multiple separate emails, one for each grant.
I am requesting an enhancement that would allow multiple grants posted from the same fund at the same time to be included in a single, consolidated email notification to the fund advisor.20 votes -
Tag More Than One Fund in a Note
It would be very helpful to be able to tag multiple funds in one note. Internally, we put notes on the fund advisor/donor profile and tag the note since we cannot do it the other way around. Would it be possible to tag multiple funds in a note, so we do not have to create duplicate notes on multiple funds profiles.
25 votes -
Ensure that the check memo line is being populated in the NACHA files for grants
We would like to ensure that the check memo line is being populated in the NACHA files for grants. Right now, we have to copy over the grant descriptions into the check memo line once they make it to the voucher module. For regular vendor vouchers this is not an issue because we are manually entering this data, but when it comes to grants the description is only copied to the reference number. However, the NACHA file pulls in the check memo line for bank payments which means that our team has to copy over the description for each electronic grant payment. Is it possible to have the reference pulled into the NACHA file for grants or have the reference copied into the check memo line for grant?
We would like to ensure that the check memo line is being populated in the NACHA files for grants. Right now, we have to copy over the grant descriptions into the check memo line once they make it to the voucher module. For regular vendor vouchers this is not an issue because we are manually entering this data, but when it comes to grants the description is only copied to the reference number. However, the NACHA file pulls in the check memo line for bank payments which means that our team has to copy over the description for each electronic…
18 votes -
An easier way to link a note to multiple funds or profiles
Right now you have to copy a note to a profile or fund - there is no way to automatically, upon the time of note creation, to link to multiple profiles for funds. For instance, when we add a note to an individual profile, it would be far more efficient to choose to link at the time of note creation to their workplace, other profiles, or to multiple funds.
18 votes -
French
There are formatting problems when creating reports, statements, tax receipts, etc. in French. In terms of the text, it is easy to select the correct language templates (FR or EN in our case). But when it comes to formatting of dates and numbers, it is important for these to come correctly from the system.
In French, the date format should be: YYYY/MM/DD or Le DD MM YYYY if written out in words, with the name of the month written in French (not English) and beginning with a small letter (not a capital).
For dollar amounts, they need to be presented as follows: 000 000,00 $ and NOT $ 000,000.00 as we do in English.
If the system can not provide this, we have to re-enter all these details manually, which takes time and is more likely to introduce errors.
There are formatting problems when creating reports, statements, tax receipts, etc. in French. In terms of the text, it is easy to select the correct language templates (FR or EN in our case). But when it comes to formatting of dates and numbers, it is important for these to come correctly from the system.
In French, the date format should be: YYYY/MM/DD or Le DD MM YYYY if written out in words, with the name of the month written in French (not English) and beginning with a small letter (not a capital).
For dollar amounts, they need to be presented…
18 votes -
salutation
Make Household Salutation and/or Donation Advisor Salutation available for tax receipt templates
20 votes -
Produce external user guides for the portals
It would be helpful if Foundant produced how to videos or user manuals that is appropriate for external users accessing any of the portals. With the changes to the number of portals and ways to access info, and the pending potential mobile app, it's a lot for us to try to keep up with communication-wise to our fund advisors, donors, grantees, etc. As managers of the system and its changes, if would be extremely helpful if this could be considered when new features are added or changes made?
13 votes -
New Look Navigation Top Menu
This was already posted and marked as implemented back in December, but now our top menu option has been taken away. Please give us back the option to use our old menu at the top of the page!!
Old post for reference: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/50537628-new-look-navigation-top-menu
21 votes
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