281 results found

1. 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!

2. 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.

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   1 comment  ·  Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
   Implemented  ·  Holly Spitz responded

   The 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.

3. 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,
   Reid

   6 votes

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

4. 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.

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   0 comments  ·  Financials & Budgeting  ·  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.

5. 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 as well.

   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… more

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   0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  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.

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. 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.

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   0 comments  ·  Funds  ·  Delete…  ·  Admin →
   Implemented  ·  Skye Weber responded

   8/2/2023: 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, Fund Advisors, Fund Profiles, Linked Donors and the corresponding actions.

   On the Setting's tab, clients will find the Fund Settings such as: Admin Fees, Distributions, Restrictions, and Approvers.  Clients will also find that the Options Card has been replace with several different cards: Donation Portal, Fund Advisor Portal, Fund Statements. An additional card, Fund Template, has been added and will list all of the templates that are assigned to a fund.  For promoted funds, an option to set the sort order is available in the left side menu when List Promoted has been selected. A new Promote Sort Order and Promote End Date has also been added in the options card within the Settings tab. Setting the sort order will list the funds in the assigned sort order by Fund Group.

   In the Fund Statements tab, the Fund Statements are now listed from newest to oldest based on start date and grouped by year.

   Permissions:  No permissions impacted with this release.

   8/2/2023: 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,… more

8. 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  ·  Skye Weber responded

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

9. 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.

10. 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

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Delete…  ·  Admin →
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11. "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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12. 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.

13. 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.

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    0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber 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

14. Quotation marks mess up letter formatting in PDF conversion

    Please consider either adding error handling for the description fields for donations and grant suggestions in the portals to prevent special characters, or adjust the PDF conversion software on the back end to better handle special characters. If the Word template has conditional formatting and any text with quotation marks comes through, Word processes it properly, but the PDF conversion removes or changes the text. This results in incorrect instructions and other text fields being sent in PDF lettters. To be clear, it is correct in the Word documents and in the Donor portal, but the PDFs that actually go out to grantees/customers are incorrect.

    Currently, if a customer enters a description in the portal and they enter text with a double quote("), the Word templates, such as the check letter, that use conditional formatting will work fine. The PDF documents that generate from the word conditional formatting completely mess up the description. This causes letter recipients(the Grant Check letter for instance) to get letters and other documentation in PDF format that have incorrect grant restrictions, special instructions, or other text.

    <3 TCF

    Please consider either adding error handling for the description fields for donations and grant suggestions in the portals to prevent special characters, or adjust the PDF conversion software on the back end to better handle special characters. If the Word template has conditional formatting and any text with quotation marks comes through, Word processes it properly, but the PDF conversion removes or changes the text. This results in incorrect instructions and other text fields being sent in PDF lettters. To be clear, it is correct in the Word documents and in the Donor portal, but the PDFs that actually go… more

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    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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15. 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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    3 votes

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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

16. 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 votes

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    0 comments  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber 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

17. Opportunity Name

    Have a convention called Naming or Description for the opportunity itself that will allow to name or describe the opportunity without adding a task

    3 votes

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    Proposed Idea  ·  0 comments  ·  Opportunities  ·  Delete…  ·  Admin →
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18. 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.

    1 vote

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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.

19. 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.

20. 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 →