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Multiple note types on one note
Want to be able to add more than one type to a note. Sometimes the note involves two activities, we currently create two notes. One note with multiple types attached would be better. Thank you!
7 votes -
Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
7 votes -
Allow notes to be added to closed funds
We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.
13 votes -
Make Service Area a Multiple Choice Option
Currently Grant Service Area, Profile Service Area, and Fund Service Area are all a dropdown options and a user can only select one option. It would be extremely helpful for reporting and tracking to have these fields as a multiple choice option to improve reporting and tracking.
3 votes -
Make Linked Individuals Reportable
The new functionality for linking more than one individual to an org profile is great! But we need the ability to report on it. This is a huge help in creating mailing lists, but we can't use it if we can't report on it. Thanks!
2 votes -
Profile Information Updates via RSVP'S
When campaigns are created for events, and a linked is shared to RSVP, is it possible, for people who RSVP with demographic information, for CSuite to identify if they already have a profile in our system? And if so, could it prompt them to update their demographic information in there profile?
2 votes -
Review all letters in CSuite similar to the Fund Statement review function
Implement the same viewing and reviewing capabilities that exist for fund statements for all letters including tax receipts, grant letters, and award letters—possibly adding the send option after it is reviewed.
9 votes -
User Sign In: Always include "Forgot Password" link on login page
The "Forgot Password" link on the login page only appears after a user has a failed login attempt - but it should be present on the login screen always.
Many staff members know they've forgotten their password and thus don't even bother trying to log in. This leads to a significant number of calls to our internal helpdesk, and we always have to tell users "it's a dumb thing that Foundant does, but you'll need to have at least one failed login attempt and then you can reset your password." This is how the first encounter with CSuite goes for much of our staff - it's a terrible "front door" for the application.
The "Forgot Password" link on the login page only appears after a user has a failed login attempt - but it should be present on the login screen always.
Many staff members know they've forgotten their password and thus don't even bother trying to log in. This leads to a significant number of calls to our internal helpdesk, and we always have to tell users "it's a dumb thing that Foundant does, but you'll need to have at least one failed login attempt and then you can reset your password." This is how the first encounter with CSuite goes for…
8 votes -
Transfer Requests
It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what we are requesting or create a net request and then void the request after printing.
It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what…
2 votes -
Donation Notes/Purpose in Giving Hub
For the Donation Notes Label in the Giving Hub - Is there a way to expand the character max or at least show all of the words? It is cutting off the limited amount. Ideally, we would love to use a drop down for folks to choose purpose of donation. (ex. Sponsorship, Mitzvah Moment, Board Contribution, General Support, Event Ticket, Registration, etc)
2 votes -
fund statement permissions
It would be helpful to have the ability to choose different fund statement types for Fund Advisors who advise on multiple funds.
Example: John Doe's statement type is set to online. He is a Fund Advisor for Doe Family Fund and Designated Fund for ABC School. John needs to be able to view online information and make grant recommendations in the fund advisor portal for the Doe Family Fund. He needs to receive an emailed statement for the Designated Fund for ABC School but because of his role should NOT have access to see fund information online.
3 votes -
Distribution Rounding
It would be helpful if we could select more rounding options for distributions, particularly a $500 round. A $250 round might also be beneficial.
2 votes -
Grant Letter Email Subject
Create Grant letter email subject in Grant Content so we can edit the subject line when sending Grant letters
4 votes -
Same Beneficiary, Different Purpose
Ability to add a grantee as a beneficiary to a fund more for more than once would be helpful. We have several funds in which the same grantee is designated for two very different purposes and different percentages. The current text field isn't large enough to account for multiple purposes, and having two separate line items would create the individual spendable grants when creating them in bulk, which would be extremely helpful.
9 votes -
Recurring Donation List - show fund in table
When home Home/Donations/Recurring donations - a list of recurring donations is listed. However, it doesn't show the FUND the donation will be applied to on that screen (or when you export the list), I find it frustrating as our recurring donations list is growing. A post about it was archived. I hope to get some traction with this one!
3 votes -
portal access: details on pages that profiles are viewing
Would love ability to see where a "fund advisor" is accessing, fund statements versus documents versus tax receipts. We are trying to evaluate if our newsletter is being read that is provided at the time of fund statements. Our email directs them to click in documents to see but we have no way of knowing if they actually are.
3 votes -
voucher portal
Please provide options to remove left navigation items from the Fund Advisor portal. We aren't using Vouchers, and that would confuse our users. Also, the "DONATE" tab is currently not useful to us.
My hack solution is to rename "DONATE" to " "..... But (I can't do that with "VOUCHERS" because it appears in the middle of the left navigation so people will notice the gap while DONATE is at the bottom so a blank menu item will be less obvious.)
(Sidebar: The donate lands on a page showing where Promote Funds are listed and, as I've mentioned in another idea submittal, our users are looking for local options to donate, so I need those Funds on the promoted page to be sortable.)
Please provide options to remove left navigation items from the Fund Advisor portal. We aren't using Vouchers, and that would confuse our users. Also, the "DONATE" tab is currently not useful to us.
My hack solution is to rename "DONATE" to " "..... But (I can't do that with "VOUCHERS" because it appears in the middle of the left navigation so people will notice the gap while DONATE is at the bottom so a blank menu item will be less obvious.)
(Sidebar: The donate lands on a page showing where Promote Funds are listed and, as I've mentioned in another…
2 votes -
Grant Approvals in Csuite - Skip a Grant
In the grant approval in Csuite, there should be a way to skip a grant and have the system keep moving through the remainder of the list. Right now, if I need more information before approving, I have to either reject a grant (which I don't want to do) or go to manually selecting the next grant to review. The "go to the next grant" functionality will always bring me back to the grant that I wanted to skip. Also, it would be nice if the grants that I did approve displayed with the grant number as highlighted/in-focus, so that when looking at the list, I know which ones I already approved or opened. Only if I manually click on the grants do they turn to purple (indicating that I have already opened that grant).
In the grant approval in Csuite, there should be a way to skip a grant and have the system keep moving through the remainder of the list. Right now, if I need more information before approving, I have to either reject a grant (which I don't want to do) or go to manually selecting the next grant to review. The "go to the next grant" functionality will always bring me back to the grant that I wanted to skip. Also, it would be nice if the grants that I did approve displayed with the grant number as highlighted/in-focus, so that…
5 votes -
statement vouchers
It would be helpful to be able to Delete Item lines in Statement Vouchers after copying. I typically copy the previous month's voucher to create a new one. Some months have Realized Gains and some do not. I put a 0 when we don't have one, but it would be much cleaner if I could delete that line and add it back in the next time it is needed.
4 votes -
Maximum Account Balance
For Cash Management and Balance Swap purposes, I would like to see an account maximum. We have several checking accounts that need balance transfers if they exceed a certain amount. For example, any balance over $500,000 in one checking account needs to be transferred to an investment account.
9 votes
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