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1218 results found
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Drop down list Icon on Previous Grantees
Many of our donors have called in after switching to the new C-Suite portal stating that none of their previous grantees are showing up. I have found that the issue 90% of the time is that they are not clicking in the blank box to view the list.
Once I ask them to try the issue is solved and they all mention that this box should have the drop down icon or in someway make it more obvious that they have to click the blank field to pull up the list.
3 votes -
receipt donation function shows unposted donations
Currently, donation receipts show in list before posted for receipts. If they only appeared after posted, it would reduce the potential error in sending out a donation receipt too early, but allow for a placeholder to be made.
2 votes -
Customize MFA Text for Portal Login
We would like to be able to update the MFA communication from Foundant when our clients login to the Fund Portal. Currently the MFA sends a text with just numbers. Some of our Fund Advisors are weary of Spam/Phishing. Can we add the ability to customize the message.
Example: Austin Community Foundation is sending your one time passcode: 000000
2 votes -
open pledge/promise page details
Please add a description to the open promise/pledge page under a profile. We can currently only see ID, Donor, Type, Date, Amount. It would be helpful to see a Description that would allow user to know which promise we need to apply funding towards. Without more information, we must click into every single ID until we find the precise entry needed.
3 votes -
Display age based on birthday
Calculate and display the age based on the profile date of birth.
8 votes -
Add Email Subject field for Scholarship Award Letter
It would be very helpful to have a field for the email subject when sending out scholarship letters. Currently needs to be populated every time and also the body of the email doesn't keep the format set within the field under content.
2 votes -
check labels
ALL labels and envelopes should be downloadable in Word for easy editing. The area where they are not that I have had issues with today is in check batches. I use that feature when we do our large designated check run each year and the labels always need adjusted. Even with Acrobat Pro, this is difficult to do.
7 votes -
1 vote
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Bulk Edit Fund Statements by Fund Type
Ability to bulk edit fund statement type by fund type, via custom reports. We are migrating to email all fund statements to just agency funds and would like to bulk edit all advisors to receive email statements.
3 votes -
Create Grant Request - Enhancement Option to Rename the Button
In the new portal there is an option to rename the Grant Request left navigation menu tab, which is great. However, the persistent Create Grant Request button on the top left is not something to rename. So if we want to rename the left navigation to "Recommend a Grant" which is the language our fund advisors are used to seeing, the language of Create Grant Request is not consistent. So, regardless of the option to customize the tab name, because the button is fixed we are going to be restricted to naming it consistent to the button. If we can make the button an option to customize the name, that will allow us fully leverage the flexibility of customizing the language around requesting a grant.
In the new portal there is an option to rename the Grant Request left navigation menu tab, which is great. However, the persistent Create Grant Request button on the top left is not something to rename. So if we want to rename the left navigation to "Recommend a Grant" which is the language our fund advisors are used to seeing, the language of Create Grant Request is not consistent. So, regardless of the option to customize the tab name, because the button is fixed we are going to be restricted to naming it consistent to the button. If we can…
17 votes -
Portal: Change Profile Content Area
Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!
9 votes -
Make Promote Date reportable?
With the new ability to create a "promote end date" for a promoted fund (awesome!!) it would be great to be able to report on those. Our public-facing fund descriptions often change after a period of promotion, and it would be great if we could easily find funds whose promotion has expired so that we can adjust the fund summary.
Than you!
2 votes -
Show Additional Funds - Sort Order and Groupings
Please implement additional sorting options for funds that are not promoted, but show up on the "Show Additional Funds" page. Currently, this page sorts alphabetically.
It would be great if those funds could be sorted in different ways, including but not limited to fixed numerical ordering, like you can with promoted funds.
Also, it would be helpful if the funds could be grouped based on fund group, sub-group, division, or segment. Then, sorting within each of those groupings as well.
4 votes -
More Relative Date options: Yesterday and Today
Please add yesterday and today for relative date filtering. We have a lot of scheduled reports we have set to this week, when we really need to check yesterday's or today's information. There is also not a great way to see only today's date unless you put the date in the range which is not intuitive and would take more work than just having a relative date option.
4 votes -
grant to spendable
It would be very helpful to have the option to post internal grants to receiving fund spendable during grant entry. As it is now, we have to post the internal grant, then click on the Donation ID, then click on Apply to Spendable [change].
6 votes -
User configurable recurring donation intervals
I would like to have more options for recurring donation cadence, or for it to be user-configurable. For example, I would like to add twice per month (to align with donors who are paid twice a month) and semi-annually (ie: 2 times a year) as options.
3 votes -
Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
49 votes -
All in One Master Report
A common issue when reporting is building multiple different types of custom reports to pull all necessary data. This splits the information across multiple reports and requires Excel knowledge to combine them together. Instead, it would be much better if there was a single report that had all of the most commonly used/reported fields.
Most of the custom reports in CSuite contain many extraneous fields that are never even reported on. Given that trying to load every single one of the fields on a page would be difficult, let's ignore the unused and un-reported fields and include only the most commonly reported fields in our master report.
A common issue when reporting is building multiple different types of custom reports to pull all necessary data. This splits the information across multiple reports and requires Excel knowledge to combine them together. Instead, it would be much better if there was a single report that had all of the most commonly used/reported fields.
Most of the custom reports in CSuite contain many extraneous fields that are never even reported on. Given that trying to load every single one of the fields on a page would be difficult, let's ignore the unused and un-reported fields and include only the most…
21 votes -
Include note/task type in note import
currently, note type has to be manually updated after completing a notes import.
3 votes -
Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
41 votes
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