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Support Multiple Fund Advisors in Grant Letters (One Letter Per Advisor)
Many foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the granteeCurrently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisorThere is no out-of-the-box way to automatically:
-Pull multiple fund advisors
-Generate one letter per advisor
-Or include all advisor addresses dynamically in a templateRequested Enhancement:
Enhance grant letter functionality to allow:
-Access to all associated fund advisors (not just Grant Advisor)
-Ability to generate one letter per advisor automatically
-Or merge multiple advisors into a single template in a structured wayImpact:
This would:
-Reduce repetitive manual steps
-Improve efficiency for foundations with multi-advisor funds
-Improve communication consistency
-Support more complex fund structuresMany foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the granteeCurrently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisorThere is no…
4 votes -
Remove "Review Grant Request" and add Submit
Currently in the donor portal, before a donor submits their grants, there is a button that says "Review Grant Request". Can we please change this to say submit the grants? I have had numerous phone calls from our donors because they are frustrated with the clicks before the grants are submitted. We have several older donors who are confused by that button and let their grants sit in the cart. I would love to see an easier process/button to submit grant requests.
5 votes -
Submit Idea
When checks are generated in CommunitySuite, the written dollar amount currently appears in the following format:
Two thousand two hundred and forty-eight dollars and 47/100
This format includes “and” within the whole-number portion of the amount. While grammatically correct, it differs from the more common U.S. check-writing convention, where “and” is typically reserved for the cents portion.
Example of the commonly used U.S. format:
Two thousand two hundred forty-eight and 47/100 dollars
This wording is standard in many U.S. accounting systems and check templates, so the current format can appear unusual to finance teams that are accustomed to the U.S. convention.
Suggested Solutions:
Update the default wording to follow the U.S. convention, or
Provide a configuration option allowing organizations to choose between the current format and the U.S. format.Providing this flexibility would allow organizations to align their checks with their internal accounting standards and maintain consistency with other financial systems.
When checks are generated in CommunitySuite, the written dollar amount currently appears in the following format:
Two thousand two hundred and forty-eight dollars and 47/100
This format includes “and” within the whole-number portion of the amount. While grammatically correct, it differs from the more common U.S. check-writing convention, where “and” is typically reserved for the cents portion.
Example of the commonly used U.S. format:
Two thousand two hundred forty-eight and 47/100 dollars
This wording is standard in many U.S. accounting systems and check templates, so the current format can appear unusual to finance teams that are accustomed to the U.S.…
4 votes -
Approval Log on Scholarships
Please consider adding an approval log (or something similar) to a scholarship record. Currently there is nothing that mimics the 'Approval' log that appears on a grant. When a scholarship record has 'auto-approve' turned on, it auto runs through the grant stage, and still does not receive a logged approval. There is no easy way to see which user made the approval on the scholarship record, at any point in the system (SLM through to CSUITE). The lack of this transparency means we have to upload additional documentation to CSuite, showing who approved the scholarship to be paid, even when the record is linked to SLM.
For scholarships that are approved via SLM, an option could be including which user approved the scholarship on the SLM side.
Please consider adding an approval log (or something similar) to a scholarship record. Currently there is nothing that mimics the 'Approval' log that appears on a grant. When a scholarship record has 'auto-approve' turned on, it auto runs through the grant stage, and still does not receive a logged approval. There is no easy way to see which user made the approval on the scholarship record, at any point in the system (SLM through to CSUITE). The lack of this transparency means we have to upload additional documentation to CSuite, showing who approved the scholarship to be paid, even when…
5 votes -
User Experience for "ADD" Button & Basket
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it does on a desktop browser.
It's great that Csuite made updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
It's great that Csuite tried to make updates to allow for donors to give to multiple requests from the main grant catalog page, but the user-experience needs improvement.
The "basket" is hard to find, and the new "ADD" button below each grant catalog request is not intuitive. Please change "ADD" to "ADD TO BASKET" or allow us to edit the "ADD" button language. (It's surprising this is not editable).
On mobile, the "Basket" is especially hard to find, buried under the menu, which is how most donors give. And, the basket total amount does not update on mobile like it…
7 votes -
aallieri@cfpbmc.org
Display a “Fund Donation Total” on the Advisor Portal showing the all-time total donations made to a fund. This can be placed on the Donations tab or another location on the portal where it is best suited.
6 votes -
Embed C-Suite Reports into Website
It would be extremely helpful to have the ability to embed C-Suite custom reports into our website using an embed code or widget.
The report should remain connected to the C-Suite data so that when information is updated in C-Suite, the version displayed on the website automatically updates as well.
This would be especially valuable for nonprofits that want to publicly share current grant, scholarship, fund, or impact information without having to manually recreate and update reports on their websites.
We would specifically like this to keep a list of our donors on our website.
1 vote -
Summit April 20th: CSuite API - 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 feedback about how the CSuite API can be made better. List any additional endpoints & the actions you would like to take with the endpoints.
2 votes -
Require Primary Advisor Approval
Require Primary Advisor Approval - Multiple Advisors
On a fund with multiple advisors, currently only one Primary may be indicated when requiring approval of a grant request. If someone other than the Primary submits a request, the Primary is notified to log in and approve the request. If the Primary submits a request, none of the other advisors are notified for approval. We need to be able to require equal approval from all advisors, so that when any advisor makes a grant request, the other advisors will be prompted to log in for approval.
14 votes -
Recurring entries for flat fee admin fee
Allow a recurring entry to be set for Admin Fees that are the same amount every period without having to calculate and post each time.
2 votes -
Providing Total Historical Grants Since Inception on the Fund Statements
In the past through Endowment Solutions, our fund statements always showed the total dollar amount for grants distributed from an individual fund. This was a great marketing tool where you can compare total gifts, to total grants, to current balances. Many of our customers use the fund statement to share with their members, so having it just on the fund advisor portal doesn't always get it in front of others who may contribute.
With our transition to Foundant, we found that for all-time grant totals, there isn’t a standard/automated way to show a fund’s all-time grantmaking total on Fund Statements. The only way this can be done is to have a custom field on a Fund, and manually keeping it updated. This works since custom fields can be included in fund statements. But this isn’t a great option, requires manual work, and is prone to error. I've attached one of our past statement example to show how easy this was to share.In the past through Endowment Solutions, our fund statements always showed the total dollar amount for grants distributed from an individual fund. This was a great marketing tool where you can compare total gifts, to total grants, to current balances. Many of our customers use the fund statement to share with their members, so having it just on the fund advisor portal doesn't always get it in front of others who may contribute.
With our transition to Foundant, we found that for all-time grant totals, there isn’t a standard/automated way to show a fund’s all-time grantmaking total on Fund Statements.…1 vote -
Generate a Ticket when you "Add Profile" to an Event
When I add a profile to an event, I'd like to auto generate a ticket id for them to ensure all guests are tracked and accounted for
1 vote -
tax receipt email subject line
The tax receipt email subject line currently says "Donation tax receipt". It would be very helpful if we could edit the subject line in the thank you/receipt email to donors. Sometimes we want to send an email to thank a donor for an advised donation or a grant from a foundation. Those do not contain a tax receipt.
0 votesProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
Restrict logging in as other Users to the Admin security group
The current functionality allows any user with permissions to Login As (UserA) to login as another user (UserB) and act as UserB with UserB's permissions which may be different than UserA's permissions. For example, someone who assists Fund Advisors and has no financial permissions could Login As someone with Accounting group membership and surreptitiously generate and print checks. There is currently a security feature that prevents users who are not in the Admin security group from logging in as a User who is in the Admin group. Could this feature could be expanded so that only Admin users can Login As other profiles with the User designation? Implementing that, and the other IdeaLab suggestions to log when actions are taken by proxy would address this security concern.
The current functionality allows any user with permissions to Login As (UserA) to login as another user (UserB) and act as UserB with UserB's permissions which may be different than UserA's permissions. For example, someone who assists Fund Advisors and has no financial permissions could Login As someone with Accounting group membership and surreptitiously generate and print checks. There is currently a security feature that prevents users who are not in the Admin security group from logging in as a User who is in the Admin group. Could this feature could be expanded so that only Admin users can Login…
3 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email is logged as sent even when a secondary cc email is included. This is important for tracking who received the grant letter and confirming it was sent. Thanks for considering!
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
8 votes -
Online Pledge / Promise Submission form June 2026
Please post feedback related to this release here!
2 votes -
donation advisor
Change the way CS searches names when adding a donation advisor: Currently, when you search names to add a donation advisor, the search factors prefixes and suffixes. It would be much easier if it just search Last Name, First Name. In some areas of the system, this is how the search function works, but it's not consistent across all area.
5 votes -
Opportunity Task Workflow (Repost due to archived)
We are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating a number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be CUSTOM designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would automatically add:
A call to set up the meeting with a date selected.
A lunch task with no date or 14-21 days out
A Mailed thank you task 1 day after the lunch.Credit:
JacobStoneWe are using opportunities and opportunity tasks to help with reporting on development activities. This often requires creating a number of tasks to detail some of the ongoing activities in a more dynamic way than is offered by a recurring task.
I would love to see a new function in opportunities to add a "Task Flow" which would add a list of tasks and time frames at once. These flows could be CUSTOM designed for different development activities in an ideal world and could even further follow advanced logic if built out completely.
For example: A development lunch.
Flow would…
4 votes -
Revshare to a diff fund - need a report
I need a report that shows funds with revshare that go to a different fund. I have a handful of these and need to track them to ensure accuracy.
I think the field name is 'revsharefunitid'. The field is called 'Give to' on the screenshot.
I just need this field to be made reportable, so I can pull it in a custom report.
I would expect I could create a report, using custom reports, that would show fund name/info INCLUDING what fund is receiving the revshare. Probably add a filter to only display records where the field is not null.
Thank you.
I need a report that shows funds with revshare that go to a different fund. I have a handful of these and need to track them to ensure accuracy.
I think the field name is 'revsharefunitid'. The field is called 'Give to' on the screenshot.
I just need this field to be made reportable, so I can pull it in a custom report.
I would expect I could create a report, using custom reports, that would show fund name/info INCLUDING what fund is receiving the revshare. Probably add a filter to only display records where the field is…
2 votes -
Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
12 votes
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