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241 results found
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Assign Scholarship Letter Templates to Grantee/School Profiles
Sometimes different schools have differing criteria for the student information they would like us to communicate along with scholarship payments and being able to accommodate those differences within the templates assigned would be a great convenience. At the simplest level, some schools request we include a student info form and it would be great if our letter could reference that form as part of the complete correspondence, while not referencing any attachments on letters to schools that do not request supplemental documentation.
7 votes -
Opportunities & Task reporting Shared assignments
I would like to add the capability to include the employee named that a task is shared with when an opportunity task is created so that both team members can share accountability for the outcome. We use this information in our development meetings and have a custom report created. It would be great to add this to our report to help with assignments.
1 vote -
Donor Report Vs Custom report
It appears that when creating a Donor Report for a Fund, which can give you helpful information immediately, does not translate very well to a Custom report.
You have the ability to "save" the Donor Report, but when you open it up under a Custom Report (Which is where it ends up) all the columns are completely different. Therefore, giving you different information.
Both the Donor Reporting tool and the Custom Reporting tool give you different abilities, which are not always available for both options. It would be nice to streamline these reporting abilities so you can add/remove more information.
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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Need to Disable Fund Advisor Portal Grant Tab Drill-Down
Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.
Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.
Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives…
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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Require Note field in Profile Information Update Feature
The fund advisor portal now has a new profile information update feature. Any information the fund advisor changes goes directly to the profile in CSuite. If the fund advisor completes the note section, a note is added to the profile. Love this! That field is not required. Vote here to make this a required field so you have a note in the CSuite profile on why the profile changed.
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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Stock Proceeds and Year End Tax Receipt
We need the ability to use stock proceeds fields in the yearly donor tax receipts area. We have to do these 60+ letters manually each year. The are fields available on the donation receipt and should be available on the Yearly Tax Receipt. We need time to work on our templates before the end of December. Please add these fields ASAP so we can complete the tax letters for donors who gave public securities through cSuite.
6 votesThe following fields have been added as available fields for the year end tax receipt template: Today’s Nice Date, Public Security Fields in loop: Symbol, Quantity, Description, Unit Cost, Initial Value.
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Saving Original Grant Recommendations from Donor Portal
Hello,
We have noticed that the original online grant recommendation does not get saved with the grant if any changes are made. Any editing / changing of the grantee changes the original request, which is in fact editing any true backup of the grant. It would be nice to save the complete untouched original way the grant came into the "Request" bucket. I have been having to take screen shots, as to ensure I am not messing up the original request, because once it's changed that back up is gone.
Thank you,
Reid6 votes -
Layout/Necessary Fields for Additional Donation Campaigns
When building a Campaign, when you choose to have an additional donations as an option, it changes the checkout process and requires the registrant's address even if they do not choose to to donate. This has caused confusion for some registrants with the extra steps as many of our events are free but have additional donation as an option.
It would be much more ideal for the additional donation and the registrant info field to be on the same page, then have them enter more complete info if they need to enter payment info.6 votes -
990 financials
Reports for 990. Create a way to use the CSuite system for a complete accounting with all of the financial information to prepare the 990 return. There needs to be a way to include basic 990 required information like the gross amount of sales of assets and cost basis as required on the return. Right now the only part that is even in the system is based on the donations of assets, and there's not a gains and losses report to extract that part of the information, let alone the cost and proceeds of sales of all other investment assets.
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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Combining Checks per Vendor into 1 Grant Check or keep them separate for same checkrun
At today's check processing I had 2 vendors that had multiple grant vouchers/checks to process. 1 vendor needed their 2 grant vouchers combined into 1 check while the other vendor didn't need their grant vouchers combined into 1 check. Can't Foundant place a check box at the end of the Voucher ID rows at the Pay Vouchers screen for combining instead of "One Check Per Vendor?". I had to do 2 checkruns to ensure I had 2 separate checks for 1 of the vendors. Completing 1 checkrun for all checks is much more efficient, especially when producing the grant letters…
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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Promoted Funds - End Date
It would be very helpful to have the option to put an end date on a fund promotion so that they would come off the promoted funds list on the donation page automatically. Many of our promoted funds are for memorial gifts. As a practice, we generally leave a fund on the promoted list for 1 month after the passing of the individual being remembered. Yes - we can make dated task reminders and calendar reminders but it would be great if the system would just do it.
5 votes8/2/2023: Funds: Updated UI to align with look and feel of profiles and campaigns. The fund record now has a header which contains the main fund information and is available on all tabs. In order to organize fund information and limit the left side menu options, the following tabs have been added: Details, Relationships, Settings, Fund Statements, Files & Notes.
On the Details tab, clients will see the main details of the fund such as: short name, creation date, fund groups, and the fund assets sections. We have also moved budget and loans, from the Options settings to Details card . Reports are still located on the Detail’s Tab, but have all been grouped under on left hand menu: Reports. Once Reports is selected a new page will appear and all of the Reports will appear in the left hand menu.
On the Relationship's Tab clients will find Scholarships, Beneficiaries,…
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Return Check
It would be great to have a return check feature. When you complete a bank deposit and a check gets return, there needs to be a way to show that check was deposited but returned. The current way requires you to unpost and delete the check/donation. This is problematic especially when crossing months and the reconciliations don't match your bank statement.
5 votes -
On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)
In Salesforce on the home page there is an option to view recent items. It displays the most recent records that the user last looked at. In Csuite this could be anything with a unique id (note, task, profile, fund, vendor, donation, grant, etc.). Even displaying the most recent 5-10. Sometimes you step a way or click out or you need to remember what you last looked at and this can be a helpful tool. I've included a screenshot from Salesforce (with information redacted) and from where I suggest it displays on the home page.
5 votes -
Merging profiles with ACH information
There should be a warning when merging profiles with ACH information on file, similar to the Stripe warning. If you merge a profile with ACH information attached to it to a new profile, the bank information is lost. There needs to be at least a warning to ensure that you are aware of a profile with ACH information on file before completing a merge.
5 votesYou will receive a yellow warning if you are trying to merge the profile that has ach credentials into one that doesn't.
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cash payments
Occasionally we will get cash to deposit to a fund from an event. I just sat in chat, after botching up entering/deleting this money and finding no way to make a cash payment entry, and after several frustrating minutes of the rep not even understanding what I was asking, was told to enter the cash as a check, and put cash in the check number space. Really?!? How about giving us a cash button to choose or rename the check field to be check/cash? I'm more frustrated from the inane chat I suppose, just needed a reminder, but you don't…
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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Program HTML in the backend of the Grant Catalog
I know that there are changes coming to the Grant Catalog and I'd like to ask that HTML be built into your back end.
I'm currently building a catalog with 71 listings. Having to go through each and every summary to add HTML for paragraph breaks, font size and consistency is ridiculous.
Add to this the time I have to take to learn the HTML code to do something so fancy as add a bullet point.
I would greatly appreciate formatting choices built right into the system where I could clean up these entries quickly rather than taking days and…5 votesThe look and feel of the pages will be updated to a card view. The option to use HTML in the descriptions will still be an option, but it will still be manual.
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Bringing the Login log up to date with portal login changes
With the coming changes to the portal, specifically, with the multiple paths to login (PIN or ID/PW), this would be a good time to bring the login log up to date also. Some changes to consider maybe be:
Completing the logoff field to indicate whether the logoff was via "Log off" or if the log off was due to a Foundant reset.
Consider an inactivity timeout. An hour would be a good start (an option to choose inactivity minutes would be better).
Log in and log off timestamps (log in Ts already exists).
Add information about the validation method of…
5 votes -
Expand Reports for Opportunities
With thanks to @Jessika Ellis: We really need this
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp…
3 votes -
Fund Statement Template Address Block Fields
Add the ability to customize fields within the "fund advisor address" block. Currently it includes Contact Title for org profiles which often creates a 6 line address block that will not display completely in a window envelope.
4 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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log filter by Task Type to better support staff and data integrity
Sort log by Task Type in CS, GLM, SLM.
We have a Task type of Record Adjustment Action, used to notifiy staff of specific updated (new address/cell/email, deceased, update in NPO Execs). Being able to sort by Type, give DB Manager opportunity to review changes, ensure data integrity and identify gaps in Standard Work or Training opportunities across CSuite, GLM, SLM.
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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