1461 results found
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Multi-fund donation - Payment Date
When entering a donation and using the multi-fund feature, a payment is automatically created. The payment date is defaulting to today's date - it is not pulling the date used when entering the donation. Unfortunately there is no way to adjust the payment date after the fact. This used to not be the case and something has changed.
3 votes -
Ability to hide "out of the box" fields
I am curious to know if it is possible to hide non-custom fields? For example, if we never utilize the Recognition Name field in a profile, can this field not be provided as an option in the creation and view of a profile?
5 votes -
Opportunity Assignment
When assigning opportunities -- The initial assignee and secondary assignee selections function and look differently. It would be appreciated if these were consistent for system literacy. Apart from this, it seems that you can continue to re-add a secondary assignee.
8 votes -
event
Allow fund advisors to see guest names/rsvps for events tied to their fund. Right now they can see the payer name only and export their contact info, but if there are multiple tickets bought in a pack, they can't use the information in the portal to create a guest list/plan catering, etc. It would also be nice if the campaign name was visible to them in the portal as well. We have a handful of fundholders that hold multiple fundraisers throughout the year, and the stop Foundation staff from what they're doing to pull multiple guest lists for them takes…
1 vote -
Make Fund IDs More Visible in Portal
It would be very helpful to make Fund ID numbers visible more easily on Fund Manager. At the Community Foundation of the Ozarks, we regularly urge agency partner fund advisors to use Fund Manager to initiate grant requests, but we still have several who email in their requests or simply reach out with questions about their funds. We have been encouraging them to use their fund ID numbers when emailing a grant request or questions, so we can ensure we look at the correct fund, but fund IDs are NOT currently easy to find in Fund Manager. They usually have…
4 votes -
Donation page settings
It would be great to allow us to add a section that asks how the donor heard about the fund they are donating to. They could make a selection from options we provide, such as website, event, referral, etc. This would help greatly with marketing efforts.
5 votes -
Automated Campaign Emails
It would be helpful if we could set up automatic emails for individuals registered for an event campaign to send reminder/event details, and follow-up emails from CSuite, instead of having to download the list and upload it to another platform.
1 vote -
1. Is there a way to set up alerts when we are approaching our ticket limit? 2. Is there a way to set up automatic emails to individuals reg
Adding a feature to campaigns that would send automated alerts as we are approaching our registration capacity, so that we have time to access before the campaign defaults to sold out.
1 vote -
Move the "Send to GLM" option away from "Post & Get Approval"
Recently, an option to "Send to GLM" was added for grants in New status. That option is right above "Post & Get Approval". Our staff has accidentally clicked the GLM option several times, because it is red and is located directly above the Post & Get Approval option. Please move it somewhere else in the left menu - anywhere that is not right next to the option we want to choose 90% of the time.
1 vote -
pledge adjustment
Please allow the ability to adjust pledges and promises down if they accidentally get adjusted higher than the original amount. The inability to delete and start over, or adjust it back down, makes it appear on the pledges tab that someone paid that adjusted, higher amount rather than the corrected amount. It makes accounts look messy and inaccurate.
1 vote -
Print page.
I really liked the feature that brought up the print window [blue button] after hitting Print Page when doing balance swaps. I hope it reappears.
1 vote -
Better Notes layout in Reports - include carriage return
When note text is output in reports it loses all carriage returns. This makes it rather difficult at times to read notes that have been laid out in a specific manner.
20 votes -
Description: We would like to request native DocuSign integration within CommunitySuite (CSuite). Currently, DocuSign integration appears to
We would like to request native DocuSign integration within CommunitySuite (CSuite).
Currently, DocuSign integration appears to be available in other Foundant products such as Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM), but not within CSuite. This creates a gap in workflow efficiency for organizations that rely on CSuite for fund management, donor engagement, and grant processing.
Adding DocuSign integration to CSuite would allow organizations to:Streamline document workflows (e.g., fund agreements, donor acknowledgments, and grant-related documentation)
Reduce manual processing and duplicate data entry
Improve turnaround times for signatures and approvals
Maintain a centralized system of record within CSuite2 votes -
toggle budget timing
I would like a statement of activities that shows percentage of monthly budget and also percentage of annual used, but would be happy if I could toggle the budget calculation to run separate reports for each time segment. Currently if you want each calculation you have to make manual changes to each fund/account combination which if not time effective.
1 vote -
internal grant letter template field
In the Internal Grant letter template, I would love to have the advisor household salutation. You have included the advisor household label, but my only option for the salutation is one member of the household. So, we are manually editing all the internal grant salutations. Please help us be more efficient by providing the advisor household salutation!
4 votes -
Batch Process Manual Fees
We would like to add more than one fund to a manual fee entry. We frequently have to process manual fees for more than 100 funds, and it would be cleaner and less time consuming if this could be all in one manual fee entry with different funds (like journal entries where you can add a fund). In addition, a duplicate or copy function would be ideal so we can simply edit information as needed each quarter after duplicating last quarter's fees.
The current manual fee entry process is so very time consuming compared to our previous software which allowed…
4 votes -
Edit default subject field for fund advisor login emails
We would like to be able to customize the default text of the subject line sent to fund advisors for the portal login email.
4 votes -
Customizable access to Donor tab of Portal
We would like to limit access to the Donor tab (and the options within it) in the Portal as we can with the Fund Management tab. It would be ideal to show/hide the Donor tab and the category options offered on each profile.
2 votes -
Fund Advisor Portal Inconsistencies
Adding a fund to the grant catalog functions differently in the fund portal-facing catalog than it does in the public-facing catalog. There are also differences in how funds function when added to a portal-facing catalog, as opposed to all other imported requests. I’ll give an example and explain the problems this presents.
In the portal-facing catalog, there is no “Learn More” button. This is inconsistent with the “Learn More” buttons on other requests imported from GLM or added manually. Additionally, clicking on a fund does not take you to an intermediary screen to read the full fund description (as do…7 votes -
Grants with Tribute
We would like the ability to create a grant tribute notification letter to advise individuals when a tribute was created through a grant.
1 vote
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