1461 results found
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@mentions
Please consider adding the ability to @mention team members to easily keep them in the loop of activity.
3 votes -
ACH Direct Debit through stripe
It appears that there is no way for a donor to use the donor portal or advisor portal to make a ACH direct debit with out Stripe charging a transaction fee. Can Foundant please update and establish an ACH Direct Debit payment option.
1 vote -
Expand Link Profile to Fund Feature
We would like the profile-fund link feature to function more like profile to profile linking and org role feature, with the ability to add start/end dates, mark the link as active, and have a record of historical links.
We are utilizing profile-fund linking to track folks who participate on committees for specific scholarship funds. It would be very useful to have a record of who has participated in the past and when folks began participating.
11 votes -
List both Individual and Household opportunities under Household profile
It would be great to access both Individual and Household opportunities under the Household's profile. I am imagining something similar to how you can view all the donations under the household whether it be the individual or household.
9 votes -
Mailchimp and Newsletter Opt In
It would be great if there was a way to sync those who check the newsletter opt in button on the giving hub to Mailchimp. Currently we are having to run a custom report to capture those profiles and manually add them to Mailchimp.
2 votes -
clear on hold grants
It would be nice if we could bulk clear grants that are on hold. For example we do approximately 250 spendable grants and place them on hold at the time so that they do not accidently get mailed out ahead of schedule. When time to cut the check, it would be nice if we could take all of them off hold at the same time. THX
2 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.
7 votes -
Make radio button options more visible on giving hub checkout
Please make the choice between individual vs household vs org more visible. They're easy to miss!
That, or add the option for a customizable header for further instruction.
7 votes -
Add option for customizable header on Giving Hub checkout page
We would like to add instructions on when to use individual vs household vs org on the checkout page. Currently, a lot of households use the individual setting and we can't change it on the back-end.
That, or make the choices more visible. They're easy to miss!
6 votes -
Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
41 votes -
Bulk Adding Profile Types from a Campaign
I would love to see a new left side menu option in a Campaign to "Bulk Add Profile Type" for profiles that are included on a specific campaign. I end up spending far too much time figuring out which fields to use in the custom reports area trying to achieve this. It would be a great way to streamline bulk adding/removing profiles to/from profile types for things like memberships.
1 vote -
Student Name Display on Scholarship Record
On a scholarship record the name from the profile comes over as Last Name, Title, First name. We would like to have student names read first, last retaining the ability to sort alphabetically by last name. This causes problems with the award letter(see previous ideas) and with the check name when we use the student as the payee- it comes out as Last Name, First Name. Most banks don't take that so we need to fiddle with it in excel.
20 votes -
Copilot (AI) data integration
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we…
13 votes -
Public Security Ticker Symbol Verification
Run a ticker symbol check or allow users to edit ticket symbols without unposting/deleting. Currently, if the symbol is incorrect, the current workflows requires the transaction be deleted, then reentered with the correct symbol. There is no way to edit. Requested on behalf of Alaska Community Foundation.
1 vote -
Add Ability to 'Show/Display' Vendor ACH Details
Add the ability to 'show/display' a vendors ach details. Requested on behalf of Alaska Community Foundation.
1 vote -
User favorites
You should create a favorites page for each user or make it part of their dashboard. Users should be able to select or favorite the items they frequently use, so they don't have to navigate menus to find them. If I want journal entries, vouchers, donations, account transfers, and reports as my favorites, then I can just see those instead of all the menus.
1 vote -
3 options for grants in the donor portal
allow fund advisors in the donor portal to be anonymous, share their name, and a third option to provide their home address to the grantee for thank you letters.
5 votes -
Auto rebalance
Why doesn't CSuite auto rebalance? The process is so manual. The technology exists and other platforms are using it. Why not CSuite?
2 votes -
Allow decimal points in quantity for AP import voucher
Please allow decimal points in AP voucher import for quantity - I recently had an expense report with 22 lines of mileage and I thought I could save some time doing an import; however, you cannot use a decimal point in quantity for an import, only in a manually entered voucher.
Allowing the decimals would make mileage much easier to manage using an uploaded AP voucher template!
Thanks!
Michele Jeican
Director of Finance
Northern New York Community Foundation
Watertown, NY 136011 vote -
manual fund statements
Currently, Manual Fund Statements can be created to include days that are outside of the closed period -- This has caused issues for Fund Advisors when they (through the portal) create a manual fund statement. They are including periods that the foundation has not closed, and it is leading to confusion.
Ask:
Can there be a warning associated with the Manual Fund Statements to alert a Fund Advisor that the time period they've selected is not within a closed period and therefore the information may not be accurate?Thank you, Team!
15 votes
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