1343 results found
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Opportunity Stage Adjustment
Currently, when attempting to sort the stages within an opportunity, you need to use the numeric sorting method -- I believe a drag & drop option could be more impactful and user-friendly. This style of sorting is seen throughout the Csuite and would benefit opportunities.
8 votes -
bequests
Money In / Bequest Pledge -- our foundation deals with complicated bequests every year which need detailed reports for our Audit. Please create the ability to have a Pledges-Bequest section which can be booked to our GL account for bequests receivable, which could map to our correct net assets GL code. Using Opportunities for bequests receivable does not allow for our desired Audit reporting requirements. We have experimented in the Sandbox for setting up bequests as a pledge, but currently it is too cumbersome having to constantly change the pledge default codes.
10 votes -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
7 votes -
Make Fund Type Visible in Giving Hub
One Big Beautiful Bill includes a new above-the-line charitable deduction for non-itemizers that goes into effect 1/1/26 which specifically excludes DAFs. Between now and then, we need Foundant to offer a solution for noting which funds are DAFs in the Giving Hub, so donors know whether their gift is actually going to be tax deductible for them. Possibly "Group" and/or "Donor Advised Y/N" could become visible.
NOTE: This is a customer service issue that will impact ALL Foundant clients that sponsor DAFs and use the Giving Hub.
Thanks! - TCF
12 votes -
Affiliate portal manual fund statements
Currently under the affiliate portal view there is not an option to run a manual fund statement as under the donor portal view. Recently we had to update many of our funds to become affiliate funds. To keep the same functionality as was previously given to our fund advisors, we must attach the parent fund to the portal to be able to run a manual fund statement. This fund has zero dollars and can be confusing to our donors. We would like Foundant to create a manual fund statement button within the Affiliate portal that rolls the funds statements together,…
2 votes -
Summit April 20th: AI Connector
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the AI Connector option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
UI Refresh Interface released on 10/1/2025
The UI Refresh looks great, however when a user decides to go back (disable the shiny new look) to the original look in the Styles Settings. It changes it globally for all the users in CSuite. Please make it so it doesn't change it for everyone and make it based on the users preference. Thank you.
7 votes -
Ignore Duplicates
Add an Ignore button under the Similar Profiles area when in a profile (next to the Merge and Tag Merge button). This would save a lot of time!
2 votes -
donation import file
Add the fields below to the donation import file so they can be populated during import, reducing the amount of manual work required after a profile is created:
Salutation
Mailing Label
Recognition Name
Address Type
4 votes -
Summit April 20th: Salesforce Marketplace - Feedback
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional fields or areas you would like to have pre-configured to connect between CSuite & Salesforce.
2 votes -
rhondap@lcf.org
Provide option to move a note that is in a profile to an opportunity that is also in the profile. Currently we have to manually move notes if a note is mistakenly added to the profile rather than the opportunity.
11 votes -
"Add File" option when creating a Note
Not too long ago they have us the ability to add a file to a note - this is super helpful because we can often attach email correspondences without junking up the "Files" tab with so many attachments.
HOWEVER - you can only "Add File" AFTER you post the note. So many staff members have forgotten that option is available now. Please put the Add File Option to the Add Note screen so we can attach at note creation.
Thank you!
11 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
13 votes -
email grant award letter
The notes that are automatically saved to grantee profiles when a grant award letter is sent do not include emails that were cc'd, nor is the attachment included. There is a link where a file could be attached, but it gives me an error and I don't want to have to manually attach grant award letters to each note on a grantee profile anyway.
When emailing grant award letters from CSuite, we have added a note in the Other Detail field on grantee emails that they are for grant notifications, but this detail isn't available as a field to pull…
4 votes -
paid invoices bucket
The paid invoices bucket has the oldest invoice at the top rather than the most recent. Please resort this bucket so newest invoices are at the top when you open the paid invoices bucket.
9 votes -
Sandbox Grant Approval
It would be helpful if the sandbox feature that prevented anyone but the creator of a grant from approving the grant was turned off.
I struggle to understand why would preventing other people from posting my grants help in training?
If the intent is for a user to be able to approve their own grant, CSuite offers a togglable setting that provides for this. Hard coding sandbox to prevent any user other than the creator of the grant from approving the grant is an un-necessary restriction.In reality it, prevents users from testing their internal control environments. It also requires…
8 votes -
Sub Category option for Files
The category function is great for organizing files but we would like to provide more organization by having sub categories. Like a main category would be Finance and sub categories would be documents finance would be concerned with such as W9s. Thank You cards would be a Donor sub category. etc.
4 votes -
Copy Note to an Opportunity
With the new note copy function, it would be great to include opportunities as one of the types of records a note can be copied to.
6 votes -
Integrate Foundant with eMoney to increase philanthropic decisions with our Foundation
eMoney is where many donors’ philanthropic decisions are modeled; integration lets the community foundation be part of those decisions earlier, more accurately, and more credibly.
We have wealth advisors requesting for us so our clients can see the full picture of their assets.
2 votes
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