251 results found

1. Outlook integration - attach to a fund or funds, profile or profiles and note type, and sticky; create a task

   When we use outlook, we have to manually add the fund name and note type. We also have to manually add the sticky. Would be helpful if we could choose this. Would also be helpful to be able to create a task from the outlook email. And, if multiple funds/profiles could be chosen, bonus!

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   Proposed Idea  ·  0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
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2. 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.

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   2 comments  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   You will receive a yellow warning if you are trying to merge the profile that has ach credentials into one that doesn't.

3. 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 note this task/workaround anywhere!

   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… more

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   1 comment  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, 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.

4. "Requests" and "Request Types" should be chosen by the user during the Check-out process

   If someone is registering for a tournament and they need to select their T-shirt size, choose their level of difficulty, etc., it is very inefficient to assign these to the profiles after they have checked out. If we have 100 users signing up, we need to contact each one for this information?

   As a workaround, we are using the notes tab hoping the majority of users use it to enter their team name, t-shirt sizes and difficulty level, but this should really be an option for users to complete for all campaigns/events during checkout.

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   Proposed Idea  ·  1 comment  ·  Campaigns  ·  Delete…  ·  Admin →
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5. 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 days to complete these catalogues.

   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… more

   5 votes

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   0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
   Not Planned  ·  Holly Spitz responded

   The 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.

6. Campaigns for programming sign-up

   We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.

   1. Can the button that says “ADD TICKETS” be customized?
   2. Is it possible to limit the number of “tickets” a person can register?
   3. Is it possible to make the registrant’s address required?
   4. If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
   5. Can we skip the screen that comes up after the registration is submitted, and go straight to the “add guest information” screen
   6. Can the button that says “ADD GUEST INFORMATION” have different text? This screen is the biggest pain-point in all of our campaigns. If there has to be a screen like that on all online registrations, it would be great if it was moved to before checkout.
   7. Can the “GUEST REQUESTS” text be edited so that question can be a more flexible space to gather guest information. The attached screenshot shows one way we use that question.
   8. See screenshot attached--the text at the top is very confusing to our guests.

   We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.

   1. Can the button that says “ADD TICKETS” be customized?
   2. Is it possible to limit the number of “tickets” a person can register?
   3. Is it possible to make the registrant’s address required?
   4. If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
   5. Can we skip the screen that comes… more

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   Proposed Idea  ·  1 comment  ·  Campaigns  ·  Delete…  ·  Admin →
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7. 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 the login. Was this via PIN or ID/PW? This would be good information.

   Thanks

   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… more

   5 votes

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   Proposed Idea  ·  0 comments  ·  Portal  ·  Delete…  ·  Admin →
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8. Birthday/Anniversay alerts

   A simple idea that would help us a lot is to have checkboxes for alerts of important dates such as birthdays, anniversaries, etc when creating profiles. A step better would be receiving an email with this alert . Would be much easier than setting a task for each date for every profile .

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   0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   You could create a report with a relative date filter that is sent to your email. That might help with this request!

9. 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.

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   0 comments  ·  Delete…  ·  Admin →
   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   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

10. 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 vote

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    0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    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

11. Funds: Ability to archive fund groups, subgroups, division, segments

    I'm putting this under the "Funds" category but it would be equally useful on many other objects.

    When we first migrated to CSuite from a different accounting system, it was recommended that we keep our old funding structure in place, and only change it once we had time to get used to the system.

    That worked well in most respects. Now that we have been using CSuite for about a year, we finally undertook the project to reorganize the way we code our fund records. This means we have all new values in Fund Group, Fund SubGroup, Fund Division, and Fund Segment.

    We have completed the transition of reclassifying all of our open Funds to the new categories. But, because the old categories were in use for many years, we have Closed funds that still use the old values. Because of this, we can't just delete the old values from those picklists.

    This causes confusion for people when they're creating new Fund records. The picklists for Fund Group, SubGroup, Segment, and Division are all more than twice as long as they need to be, making it harder for people to easily pick the value they're looking for.

    I've worked in other systems that allow you to keep old picklist values, but deactivate or hide them from current use. This allows for much cleaner data across the board.

    In my attached example you can see our Fund Group picklist as it currently stands. We've put "not in use" at the beginning of each old Group name, and moved them all to the bottom, but the list is just too long to allow users to easily glance at it and pick the correct value, and it also leads to user error where people still select one of the "not in use" values because they're so accustomed to the old values and their eyes just skip over the "not in use" label.

    I'm putting this under the "Funds" category but it would be equally useful on many other objects.

    When we first migrated to CSuite from a different accounting system, it was recommended that we keep our old funding structure in place, and only change it once we had time to get used to the system.

    That worked well in most respects. Now that we have been using CSuite for about a year, we finally undertook the project to reorganize the way we code our fund records. This means we have all new values in Fund Group, Fund SubGroup, Fund Division, and… more

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    0 comments  ·  Funds  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, 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

12. Bulk Edit the Type (Task Type Name) within Custom Note Report

    We have several notes without a Task Type Name associated with them.

    We would like to create a report to narrow down to a certain set of notes and bulk assign the type to the list of notes.

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    0 comments  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, 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.

13. Expendable Fund Distribution Alert

    Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a threshold for which the distribution requests could not exceed and have the ability to set the threshold in the system. For example: Our staff might create an internal policy that states that expendable fundholders cannot make a distribution request that exceeds 80% of the fund balance.
    With an alert a fund advisor who seeks to make a distribution request online that will exceed 80% of the fund balance, for example, will receive an alert and the distribution request won’t be processed until the fund advisor communicates with the key personnel. The community foundation key personnel will be given an alert via email. The distribution request would only be completed online or internally (captured via phone call or email) when the key personnel remove the alert in CSuite.

    An automatic alert on the fund profile would support the staff who process the distribution requests. The alert should be automated if possible. The idea is to allow the system to make the staff (admin included) aware. If the staff create and attach the alert to the fund the process won’t be as helpful.
    The integration of fund balance alerts in CSuite will support fund advisors and foundation staff meet their goals. Many financial institutions have alerts. I believe the creation of fund balance alerts will provide a welcomed solution for our expendable fund advisors, especially non-profit leaders, and position Foundant’s users for greater client retention.

    Thank you for holding space for your user’s thoughts. Any advancements made to support the members of our community is appreciated. Thank you for your time and consideration.

    Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a… more

    3 votes

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    Proposed Idea  ·  0 comments  ·  Admin Fees & Distributions  ·  Delete…  ·  Admin →
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14. Csuite email log

    Would be great to have a complete picture of all emails sent with the profile. If I send an award letter, that is only tracked/noted with the grant, not as an overall communication with the profile. That's not the best set up, as I think you'd want to see the full picture of any/all communications with a profile. Perhaps, since you have that capability in SLM to send and see status of emails (in rich text!) you could integrate in csuite as well.

    4 votes

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, 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.

15. grant catalog donors listed in portal

    After completing a recent grant catalog cycle, we have a fiscally sponsored group who likes to send out their own thank you notes. I told them they could find the donors in their portal, however, the grant catalog only comes in as one lump sum grant and does not show the list of donors that gave to their campaign, which I can see on the back end easily in the report. It would be nice to be able to click on the grant amount from a grant cycle in their portal so that they can see each individual who gave.

    4 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, 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.

16. grant recommendation

    Like the Task Red Alert Box, it would be nice when a grant request comes in from the fund advisor portal if a red alert box could show up around the Grants tab

    3 votes

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    Archived  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →

17. Alerts

    Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
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18. New grants workflow- document tab

    The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?

    I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting there. This is after all of my grants are completed and mailed of course.

    The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?

    I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting… more

    1 vote

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    1 comment  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    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

19. Continue "Login As (Legacy)" on the new portal

    As donor services, I work often with our DAF individuals who struggle using the portal. It is so important that we can "login as" them so we can talk them through creating a grant or how to add a gift to their DAF. I have donors tell me what they're seeing on their screen and ask me if they did their grant right. I can't see it unless I go to the List Cart in Fund Advisors and there, if they add any information in the Special Instructions, that information isn't on List Cart. And I can only see their grant if they have added the grant to their cart but not completed the grant. Please enable the LogIn As feature in the new portal!

    As donor services, I work often with our DAF individuals who struggle using the portal. It is so important that we can "login as" them so we can talk them through creating a grant or how to add a gift to their DAF. I have donors tell me what they're seeing on their screen and ask me if they did their grant right. I can't see it unless I go to the List Cart in Fund Advisors and there, if they add any information in the Special Instructions, that information isn't on List Cart. And I can only see their… more

    1 vote

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    2 comments  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  Holly Spitz responded

    To login as a fund advisor in the new portal, you must go to the login as tab on the main profile. There is a login as option in the left menu from that tab. Because of a change to profiles and enhanced security, this will log you out of CSuite as a User. You can login as in an incognito window, that will not log you out.

20. Bulk Edit Notes

    Just like we can delete bulk notes, it would be nice to have an edit option to change task type, who, etc.

    We have notes that were imported (more than 19,000) from our conversation in 2019 that we are now getting around to sorting through. It would be nice to bulk add the name of the employee for specific notes.

    3 votes

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    0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    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