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1476 results found
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Campaign Waitlist Option
I would like the ability to have a waitlist option for campaign tickets. When the max tickets are met, a waitlist option is presented for those to choose. This option sends an email notification after submission that can be customizable and would not include an attachment.
2 votes -
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
Please consider the ability to automate a person assigned to a particular stage inside an Opportunity.
2 votes -
Allow payable amounts to stay in checking during balance swap
Each fund has an option to keep spendable amounts in the checking account. We use this for all invested funds. For several long term grants, we post the grant long before it's paid which will take it out of spendable so our program staff doesn't overspend the fund. However, during the cash swap process, CSuite wants to roll those funds back into the investment. Since we've already committed those funds, we don't want them at risk in the market. The only current option is to remember to uncheck those transactions when balancing the asset accounts so it doesn't swap. This is not a great solution. We would much rather depend on the system than our memories!
Each fund has an option to keep spendable amounts in the checking account. We use this for all invested funds. For several long term grants, we post the grant long before it's paid which will take it out of spendable so our program staff doesn't overspend the fund. However, during the cash swap process, CSuite wants to roll those funds back into the investment. Since we've already committed those funds, we don't want them at risk in the market. The only current option is to remember to uncheck those transactions when balancing the asset accounts so it doesn't swap. This…
6 votes -
Ability to Import Historical Scholarships that will also Automatically Generate Historical Grant and Voucher Records
It is important to have historical data accurately reflected in our records and currently the importing of historical scholarships does not provide for the automatic creation of the corresponding historical grants and vouchers. Currently, the creation of new corresponding grants and vouchers after importing new scholarships results in duplicate/erroneous records. How can we make sure that the import of new scholarships will result in accurate corresponding grant and voucher records?
3 votes -
Allow Multiple Promoted Fund Tiers/Groups on Donate Page
The current "Donate to a Fund" Giving Hub Page displays promoted Funds by default, with users able to view all non-private Funds by selecting "Show Additional Funds."
We would love the ability to further segment promoted Funds into two tiers/groups. Our preferred setup would be:
--Main page/default view: Internal Funds only ("Tier 1 Promoted")
--Additional tabs or sections beneath:
1). “Show Funds Actively Fundraising” (ideally with customizable tab text) ("Tier 2 Promoted")
2). “Show Additional Funds” (existing functionality)This would allow Community Foundations to better prioritize which Funds are highlighted on the primary giving page while still maintaining visibility and accessibility for select non-private Funds.
The current "Donate to a Fund" Giving Hub Page displays promoted Funds by default, with users able to view all non-private Funds by selecting "Show Additional Funds."
We would love the ability to further segment promoted Funds into two tiers/groups. Our preferred setup would be:
--Main page/default view: Internal Funds only ("Tier 1 Promoted")
--Additional tabs or sections beneath:
1). “Show Funds Actively Fundraising” (ideally with customizable tab text) ("Tier 2 Promoted")
2). “Show Additional Funds” (existing functionality)This would allow Community Foundations to better prioritize which Funds are highlighted on the primary giving page while still maintaining visibility and…
1 vote -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way for us when we void and re-issue a check for a grant it doesn't send an email? Or it is a separate template and we have an option to communicate a repayment or not communicate a repayment on a grant to fund advisors.
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
14 votes -
Add Campaigns to Vouchers without unposting the voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
With every other function, a user can add the campaign after the entry is posted except when dealing with vouchers. It is extremely frustrating to have to un-post, edit and repost to add a Champaign or change if required.
This idea has been achieved before.... But I think it would be very helpful.
8 votes -
Custom Reports
Is there a way, if not, could there be a way to filter the Custom Reports by employee. For example I'd like to only see my reports listed at times. Also, the headings of each area...could those be changed to a bold print or color print?
9 votes -
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api.
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api results for the fund.
1 vote -
Donation Notification Delay
There should be a system-wide option to delay sending automatic email notifications to fund advisors when a donation is posted. Delaying it for 2-3 days would give us more time to review and correct any errors.
5 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 -
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 to go into a fund, then open a statement in order to see their Fund ID#. We have approximately 700 nonprofit partners, including many with multiple funds and similar fund naming conventions. Making the numerical Fund IDs easily visible in Fund Manager along with the Fund Name would be a huge help to reduce confusion for our fund advisors and staff.
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 -
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 us to run a fee report and create journal entries from the fee report. We could then edit and delete entries as needed.
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
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