1173 results found
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Philanthropic Interest to be set on the Fund
Possibility to have the "Philanthropic Interest Type" to be set under the fund. This could allow for staff to tag the preferred type, and maybe in the long run use that field to filter the donor portal based on the donor's interest.
3 votes -
Profile Engagement Tab - Campaign
It would be helpfuld to list all invited campaigns under the engagement tab of the profile. Currently it only lists active campaigns. We would like a way to see more historical enagament of individuals on their profile.
4 votes -
Edit Custom Filed for Scholarship/Grant
When a scholarship becomes a grant there is no way to open all the custom fields for editing, like you can with an original grant. We currently have to select each one individually to edit and we have a lot. Can an edit custom field function on the left nav bar be added?
5 votes -
Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
34 votes -
Fees per transaction report
The creation of a "most active funds" analysis report. I have done this analysis in the past, but not in C Suite. If we could have the ability to determine fees per transaction, it would be very helpful. It's a rather simple calculation to make, but harder to pull from the system and needs to be available on a per fund basis. Here's the formula:
Fees/transactional volume (Gifts + Grants)= Fees/Transaction.
Being able to access this information quickly over various time periods (year over year, 5 years, etc.) would enable us to analyze our "most active funds" and determine which…
2 votes -
Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)
Less an idea and more an observation of inconsistencies between the online version and paper version of fund statements within the same batch that requires attention. The page count of the online statement is accurate for that statement (i.e. "1 of 5"), however the page count of the paper statement gets recalculated for the full size of the paper file (i.e. "1 of 306"), as though a new batch of statements have been generated rather than compiling the already generated individual statement PDFs into a single document. Can you fix the process for generating paper statements so that the document…
6 votes -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
14 votes -
Add option to bulk delete emails and phone #'s from specific type of profile
Add functionality to be able to bulk delete emails and/or phone #'s from a specific type of profile. Two options that will help are:
1. add 'type of profile' to profile Download files
2. add 'email id' as a column option in custom reports6 votes -
New Grant Letter Type - Multiple Funds for One Project
My suggestion is for a template type that can be used for a grant letter to an organization for a single project/initiative but was supported by multiple funds.
I know that the Advanced Grant Letter allows you to pull multiple fund payment lines into a table (listing the Funds, Payment Amounts, etc). However, this appears to be more suitable to consolidate entirely separate grants from different funds that just happen to be going to the same organization into one letter. If I were to include the description field into this section, it would just repeat the same description on multiple…
2 votes -
Live Credit Card Fee Calculation
Csuite currently allows us to set a CC fee percent that donors have the option to cover when processing a donation online. It would be great if instead of a fee percentage, they could see a "live calculation" for their credit card fee. I have attached an image of another platform that uses Stripe as their payment processor and they have integrated a "live calculation" so that the donor can see a dollar amount versus a percentage.
6 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
24 votes -
advisor name and giving history for interfund gifts in portal
It is no longer possible to see complete giving history to a fund for Advised contributions to that fund or information about the donor-advisor.
Example: The Bob & Carol Fund at OCCF advised a grant out of their DAF to ABC Nonprofit's endowment fund at OCCF once a year for six years. ABC's fund portal shows the endowment contribution, but drilling into the contribution does not display that donor's impressive six year history of endowment gifts or their address, instead it displays every interfund gift from OCCF to that endowment fund. ABC Nonprofit is now missing critical information that might…3 votes -
move profiles to new campaigns
ability to move profiles in bulk from one campaign to another
2 votes -
"Invoice Me" Option for Ticket Purchasers
We've come across some businesses that require an invoice prior to the purchase of a sponsorship style ticket. Currently, the only way to do this is to have the purchaser call our office, and then we can purchase the ticket for them with the "create receivable" option.
It would be great to see an option available for purchasers to do this themselves when they navigate to an event to purchase a ticket or sponsorship ticket.
4 votes -
Add primary label to email and phone number on profile area of portal
"Primary Address" is labeled in the profile area of the Portal but Phone/Email are not. Suggest adding Primary to Phone and Email labels to reinforce the user may have additional contact information on file.
4 votes -
Develop Login Report that also shows Profiles logging in with PIN
Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,…
12 votes -
Editable Unique URL for Funds
It would be great to have the option to customize the fund URLs so they are more donor-friendly and better reflect the fund name. Instead of a URL like /create/fund?funit_id=xxxx, it would be nice to have something like /donate/EarlyChildhoodEducation.
12 votes -
Donor Portal Logout Page
I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?
27 votes -
Creating a Cashflow Statement under financials
The key components of a a Cash Flow statement exist in Csuite, between the Income Statement and Balance Trend under financials. However, in order to extract a report that encompasses Net Income, Beginning Cash, Revenue, and Expenses, we currently have to export these reports and merge the fields manually to create cash analysis. For foundations and nonprofits with high turnover in cash and fluctuations in liabilities due to grants, we require a method to measure cash flow based on activities.
I hope that Csuite will allow users to combine the activities within each report into one within the system.
5 votes -
Add "Do Not Enforce Spendable" as a Field/Filter in Custom Reporting
Please add the "Do Not Enforce Spendable" field from the fund restrictions settings as a field and filter to the fund custom report.
Currently, it is not possible to report or filter on this field whatsoever.
7 votes
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