- or
No existing idea results
- ~ No ideas found ~
922 results found
-
Add a receipt interval to the recurring donation setup
Add a receipt interval to the recurring donation setup. We have some recurring donors who would prefer to only receive receipts at year’s end. Currently a profile’s email must be temporarily removed or set to inactive to ensure a receipt is not sent at the time a recurring donation is processed. When processing recurring donations they currently bypass the Receipt Bucket and move straight to the Posted Bucket.
8 votes -
Link the Contact Person field on NonProfit designation to the Contact Field on Organization profile
The Contact Person field on the Nonprofit Designation should be linked to the (Primary) Contact Field on the associated Organization profile. This way, when one of the fields is changed, the other is updated automatically with the most recent contact information.
Currently, changing the Contact Person field on the NonProfit designation does not automatically update the Organization profile and requires the update to be done in two places which is redundant.
4 votes -
Capture Account creation or copy in Logs
When a new Account is created (via Create or Copy), include that information in the Log for the account.
It's important info that isn't currently captured.
6 votes -
specify expense account when importing grants
When importing a batch of grants, you should be able to specify an expense account at the time of import. Currently you can't, so if you import a huge batch of grants that needs a specific expense account, you have to go through and individually edit each grant to the correct expense account anyway, which defeats the purpose of being able to batch import grants.
7 votes -
Make tasks viewable to all when in a profile or household
Copied task from an idea that was flagged "implemented" ... it is not implemented!
It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks
12 votes -
User login
Both of our audit group users - who only access the system for a few months annually - couldn't remember their passwords to log into CSuite. Unlike Fund Advisors, there is no "Send Login Email" in the left margin of the User tab of a profile. Since there were no instructions on any Foundant Help webpage or in Compass, the only work-around I could figure out was to "login as" each of them, send them their home screen once I assigned a temporary password.
The process for sending a User a new link to login should be much easier. Support indicated this has been "a problem that multiple clients had." If that is the case, why doesn't the Support team submit improvements without us having to put it out for a vote?
Both of our audit group users - who only access the system for a few months annually - couldn't remember their passwords to log into CSuite. Unlike Fund Advisors, there is no "Send Login Email" in the left margin of the User tab of a profile. Since there were no instructions on any Foundant Help webpage or in Compass, the only work-around I could figure out was to "login as" each of them, send them their home screen once I assigned a temporary password.
The process for sending a User a new link to login should be much easier. Support…
1 voteIn the left side menu of the Home menu, there is an option for System URL's. Selecting that option returns a list of all the needed URL links to the system. Copy and paste the CSuite Login URL to send to a User in an emai once you have reset their password.
-
Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
7 votes -
On/Off Toggle for Post By Payment
Adding an On/Off toggle to the "Post By Payment" dimension for scholarship creation would be helpful for our Foundation. We’ve requested that members of our scholarships team not use the “Post By Payment” feature when creating scholarships, but it still happens on occasion by mistake. This causes a variance between the General Ledger and the Grants by Fund Report which our Finance Team prefers to avoid when possible for a variety of reasons.
11 votes -
Viewing vouchers under a vendor
It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.
Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.
I realize I could Zoom out and see more of my screen, but I need to see my screen at 100% not at 80%, as my eyes aren't what they used to be.
The Fund column seems excessively wide here. It doesn't seem to be pushed to that width by the length of our fund names, and it doesn't allow me to adjust the width of that column to my preference.
Aha! As I am typing this, I literally do now see why it is so wide in my particular example (and it's a vendor whose history I frequently dig into as a reference). This particular vendor has been with us for years, and therefore the Voucher Summary (above the Voucher list) is very wide, with a lot of columns for the various years of history.
It seems that the Voucher table below it stretches to match the width of the Voucher Summary (which I don't believe it used to). Would it be possible to break that sizing dependency? Could the Voucher table just be a fixed width? It becomes harder to read and use the wider it gets.
Many thanks for all you do!
It used to be that when I clicked on the Vouchers tab underneath a Vendor record, I could see the information listed in a tighter table. What I mean by this is I could view the date column and the clickable voucher ID column, at the same time that I could see the Amount column.
Some change over the past year or so expanded this table, so that I now have to scroll far to the right to see the amount, which makes it hard to click on the corresponding ID when I scroll back to the left.
I realize…
11 votes -
Tributes sent - should be in the logs for the profile receiving the notification
Again, with my struggle for documenting when a tribute was sent and who & how it was sent to - please make this reportable.
7 votes -
delete donation record
Currently a user is able to delete a historical donation, there is NO pop up or confirmation to delete BEFORE the record is blown away! YIKES! Please add a confirmation similar to deleting a historical grant, thank you!
7 votes -
Calculate CGA/CRT Payments based on % of FMV.
Need the system to take the FMV and calculate the new year's payment on CRTs based on a specified % of FMV. His example was 8% payout annually of FMV. But that FMV updates every year, so payment amounts need to change; the % remains static.
2 votes -
Update Split Interest Values
Need the ability to update split interest values at the end of the year. Would currently have to write adjusting entries for their over 600 CGAs and CRTs, which is not a feasible solution.
2 votes -
Auction Bid Sheets: Ability to edit/template
Would like the Auction Bid Sheet editable or able to make a template
5 votes -
Check detail attachment
Please put the voucher item description on the check detail attachment
5 votes -
Profiles: Move Similar Profiles to the relationship tab
Place "Similar Profiles" under the Relationship Tab of a profile record rather than having it under the Engagement Tab. I think Similar Profiles has more to do with Relationships and in my opinion, it is not part of an engagement.
8 votes -
Fixed Assets and Depreciation
I would love a Deprecation Schedule module in Community Suite! Currently, we pay our auditors to track our fixed assets and we could purchase software, but it would be great to have it integrated. Thanks for considering!
3 votes -
Grant Request Bucket - checkboxes for requests to create grants
For the Request bucket in Grants, it would be helpful if there were individual checkboxes for requests to create grants, similar to what’s available in the Award Letter and Voucher buckets. There are times where we just want to select one or a select group from a list and we don’t have that option now.
6 votes -
Fund Advisor portal - Not view all fund advisors
When a fund advisor logs into the fund advisor portal, is it possible to not list the other fund advisors for the fund?
On endowed funds, beneficiaries receive statements/have access, and I would rather not have one beneficiary know who all the other beneficiaries are.
3 votesThe list of Fund Advisors will not display in the new Portal that is released in sandbox environments (live on 8/7/24). Enhancements to the current Fund Advisor portal will not be made in anticipation of the sunset date of 4/1/2025.
-
General Ledger Alert notifications
I would like the ability to add an alert at the General Ledger account level like I can add in profiles when making a payment to alert grants and vouchers? I sometimes have to notify other staff members when using certain GL numbers for payables and grants for other processes that may be needed and I don't have a way to create the alert at the GL level which would be extremely helpful.
8 votes
- Don't see your idea?