- or
281 results found
-
Make Campaigns Compatible with Grants
UPDATE- I've found a way but it's a quite a few extra steps. Involves going to the GL transaction level detail.
I've been looking at using campaigns as a way to track multiple grant projects in the same fund. I'm successful in associating a grant received via donations and attaching vendor payments. It has the option for a very tidy income statement, which I love. The only thing needed to complete the picture is grants made by the program. At present you cannot assign a campaign to the grant or the voucher associated. This fix would basically make it as…
2 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.
-
Donation thank you option on every donation entered
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you…
1 vote -
Add an Affiliate or Service Area field for Opportunities
Not all Opportunities relate directly to a fund or have giving as their aim - especially if an organization is using Opportunities as their functional CRM where the emphasis is on tracking and capturing relationships. However, for reporting from Opportunities, there is no ability to segment reporting if the Profile linked to the Opportunity does not also have a fund relationship - for example, if I am working with a donor who has a fund, the Tasks or Notes report will allow me to include a column for Division, but that reflects the Division of the fund. There are many,…
1 vote -
donation
Please change back the donation page. Why would you put the Reference, Task, Files, Notes in the middle and have additional information below that when that is more important. Is there ever communication with your customers to see if this is what they like or want?
1 vote -
Grant Report Due Notifications
It would be great if you could create a task for grant reports that are due and link them to the grant report due, assigned to the individual responsible for collecting and reviewing the reports. That way there would be an easy spot to see any overdue reports and follow up with grantees without having to track in an external location.
1 vote -
Mailing
Hello,
I've noticed when I create a campaign and go to export my invitee list, there is no option to pull their work title. This includes profiles that have work addresses as their prime. When you're mailing an invitee, their work title should be included as an option to have a complete mailing label. Thank you!
1 vote -
Print/export all info on a profile option
It would be great when on a profile page you can print and/or export all data related to a specific profile to get a complete snapshot of their association with the Foundation instead of having to try to create custom reports for this.
1 vote -
pledges
Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
Add the event id to the pledge journal entry to complete the “link” to the campaign.1 vote -
Goal feature for each opportunity type
When you create a new opportunity type, I think it'd be super helpful to be able to create a monetary goal, and then as you complete opportunities within that type you could easily see how much left you have to go. This could show up in the form of a fundraising meter or something like that.
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
-
Fund History Report
On the Donor - Fund History - page, how do I show the actual amounts of the grantees on the pie chart? Currently the amounts are only visible if the mouse is hovered over a piece of the pie chart. Is there a way to make this completely visible in the settings so we can use this in meetings with Fundholders?
Thanks!
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
-
Move Grants tab from Donor profile to Fund Advisor profile
Currently, the Grants tab (showing a profile's grant history) is on the Donor designation profile but it needs to be moved to the Fund Advisor designation. Two reasons: 1) There are grant advisors that are not donors and 2) only data related to Donations should be on the Donor designation if we want to use Is Donor filtering to define actual Donors. If grant history "turns on" the Donor designation but that profile doesn't actually have any donations, then it completely negates the use of the Donor designation to define actual Donors.
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
-
Moving individual Custom Reports to new Categories
I'm so pleased that we have the ability to create our own Categories in Custom Reports to classify them in areas that make sense to our organization.
However, having to 'Save As' to access the Category menu is proving painful. I have to Save the report to the new category which leaves me with duplicate reports. I then have to go back and delete the report under the CSuite defined category.
Can you please allow us to edit the Category to move the report to complete the reclassification in one simple move?
1 voteThe is a Bulk Update option in the left side menu in Reports. This will populate a report list and allow you to add a description and update the categories without navigating one by one.
-
Suggested edit to "Contributions" tab on Fund Advisor Portal
In the Fund Advisor Portal, there should be a way to remove the column titled "Contributor" from the "Contributions" tab? We want to show our donors the dates and amounts of contributions to the fund, but we do not want to show donor names nor do we want the word "anonymous" to appear on each row. We would love to have the ability to hide or remove that column completely.
1 voteDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
-
Fund Statements - PDF for Online Statements
It would be nice if we could review the online statements prior to posting them to the donor portal as one batch instead of having to click on each one individually - similar to the paper copy option. In addition, still keep this PDF as a static PDF after they have been marked complete.
We check specific funds for errors before we upload them but if there was a PDF file we could check random funds as well.
1 vote -
Invoice Confirmation Receipt Letter
With enhancements being added to CSuite for Invoices, having the ability to send a confirmation receipt once payment is received would be beneficial. Currently when we have organizations request an invoice prior to fulfilling their contribution, we have to complete this outside of the software and then enter as a donation in order to acknowledge their gift.
But if we were able to send a receipt as we do donations this would allow for us to record the entire process in CSuite.
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.
-
Filter grant reports by grant letter template
It would be very useful to be able to pull a report of all grants that were assigned a grant letter template. For example, we occasionally receive requests from grant advisors asking for the grant to be mailed to a different address from the grantee's main payment address. We have a letter template that includes a receipt form that grantees are asked to complete and return to us. The Grant Letter Template filter would allow me to quickly look up any grant that we need to track for this receipt.
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
-
Adding a Question to Grant Recommendation Tab in the Fund Advisor Portal
We often have times when a grantee will reach out to the CF asking for donor contact information (either mailing address, email, etc) so that the grantee can thank the advisor who recommended the grant. It has always been our policy that we do not share donor contact info. Is there a way to add a question to the Grant Recommendation Tab when an advisor is completing a grant request asking if we are allowed to share donor contact info with a grantee if ask? For example:
If requested by a grantee, do you give the CF permission to share…
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
-
grant catalog field on bulk donation upload template
When we integrate GLM to CSuite for Grant Catalog use, there is no way to add the grant catalog identifier to the bulk donation upload template. We have several foundations that do Giving Day and they have nonprofits apply in GLM to participate, we integrate to CSuite for Grant Catalog. While some donate online and it works great, many people donate in person on Giving Day with a check or cash. In these cases (and could have upwards of 200-400 cash / check donations), our accounting department has to add the grant catalog field after they complete the bulk upload…
1 vote -
Checking Account on closed funds
All funds, even closed funds are required to have a checking account. However, if a checking account is listed on any fund, that account can't be closed when the bank account is no longer in use. We are running into an issue where we have a bank account that has been closed, but there are many (44) old, closed funds that have it listed as the checking account, so the account can't be closed in Csuite. While I can reopen and change the checking account on the closed funds, this is time consuming and I still have to change it…
1 vote -
Recurring grants - Add additional confirmation to delete a record
Currently, if you click "Delete" on a recurring grant, there is no page to say "Are you sure you want to delete this item?". Once deleted, there is no way to find the recurring grant record to add a note.
We have an internal policy to NOT delete recurring grant records for this reason, and instead max out the occurrence so the record moves to closed/inactive, but we maintain the records.
I have accidentally hit "Delete" when I am intended to click "Edit", luckily only for recurring grant records where I am trying to close out the request, but one…
1 vote
- Don't see your idea?