968 results found
-
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.
-
Pledges with non-charitable portion
Hello, we receive pledges for sponsorships, of which, the bulk is charitable. No problem linking the pledge tot he charitable portion. However, we cannot seem to find an easy way to link a non-charitable portion of the pledge (for instance if tickets come with a sponsorship). Is there any way to do this? If not, can you consider it for the future?
1 voteThere is an option to create a ticket for a campaign that has a charitable/non-charitable split. This can be created as a receivable. Here is a link to the support hub article for more information: https://support.foundant.com/hc/en-us/articles/4404630141847-Event-Campaigns
-
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 -
Grant Notify and Advisor Request Notify Email Management
It is so confusing with the grant notify checkboxes at the Fund Advisor level and the Advisor Request Notify checkbox at the Portal level. All of these should be at the Fund Advisor (or Profile) level, with the ability to bulk edit. Non of these emails should be set as an All or Nothing option, because it is often specific to the individual, but we do need the ability to manage in bulk, if needed. Administration of emails is really important and the user experience of doing so for these is pretty awful.
2 votes -
Be able to update RSVPs in bulk
Our foundation manages certain donor-initiated events and fundraisers where the ticket buyers are not great at adding the Profile Campaign Ticket Guests after they check out. Please make it it possible to update the RSVP list in bulk or make the Profile Campaign Ticket Guests mandatory to be filled out before check out. This would be such a time saver.
25 votes -
Next Check Number Used Process
When Checkrun is processed, C-Suite populates the next highest number check in the "What Is The First Check Number" prompt when a new check batch is created rather than the last check number used. When we converted data we had historical check number sequences higher than current check stock in use. Therefore, the wrong check number populates. Suggestion is that the system use a timestamp for the last check used rather than a sequential number currently used. There are valid reasons historical check numbers would fall out of sequence.Check, First Check, Checkrun, Check Batch, Confirm and Post Checks, Check Run
11 votes -
Stripe
It would be very helpful to have donor names tied to all stripe activity in fund statements- specifically fees (admin and stripe). We can sometimes have up to 4 or 5 line items under a donation and the only line that has the donor name is the actual donation line. If we get multiple stripe donations in the same day, the fees aren't always in order so it makes it difficult to see what fee is associated with a specific donor.
I've attached an example of a section of a fund statement in the activity detail.
2 votes -
Pledge Reminder Primary contact full name
Including the organization contact label field in the pledge reminder template would be highly beneficial.
Currently, the template displays the donor's name "(organization)" without providing the primary contact's full name field.
It shows:
Foundation Name
address1, 2
City, State, ZipDear salutation (primary contact first name)
9 votes -
Check Alert for Funds
We just got the ability to add an Alert Area for checks for profile notes which is great! However, we'd like to also have the ability to add the Check Alert Area for notes on funds, meaning when a check is paying a voucher from a specific fund, the alerts pop up for those too.
5 votes -
Donor Advisor Portal
My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…2 votes -
invoice
We hold a paid program for executive directors for other local nonprofits every other year. We use C-Suite's Invoices to invoice the nonprofits. For those nonprofits that pay by credit card, the transaction ends up in Donations. It would be great to link their "donation" to their open invoice.
1 voteIn the new portal, a profile will be able to pay an invoice by credit card with the customer tab enabled. This could eliminate this problem. To apply a credit card payment to an invoice, it must be a profile payment, not a donation.
-
Add a Documents/Resources tab to the new Donor Portal
Could you please add a Documents/Resources tab to the new non-Fund Advisor portal. We would use this tab to post announcements and news of our initiatives that these donors may not see otherwise.
2 votes -
Do Not Allow Admin Fee to make a Fund Balance Negative
Admin Fees should not make a fund balance negative. The situation we recently had was that a fund was set for closure, the final grant had been made and the balance was $0. However, the fund had not yet officially been closed in Csuite (we wait for the final check to clear.) Quarterly Admin Fees were posted which included this fund. It then made the fund balance negative. It seems an alert should pop that there are not sufficient balance to cover the fee. .....and yes, ideally we should remove the admin fee type on a fund when it is…
25 votes -
Combine credit card fees with the donation amount
Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.
112 votes -
Vouchers and Prepaids
Is there a way to enter a voucher for an annual subscription where it automatically records the prepaid and corresponding monthly subscription expense in each following month? Or can the prepaid only be spent down through journal entries? I think it would be very helpful to have the option to enter the prepaid voucher with corresponding monthly spend down at the initial input.
1 voteOnce the voucher is posted, you could create a recurring journal entry with an end date. Not a perfect solution, but you would not need to remember to create a new journal entry each month.
-
Fiscal sponsor: Display on Grantee tab of profile
Please include fiscally sponsored grants on the Grantee tab of the sponsored organization - similar to advised gifts on the donor tab
3 votes -
Allow Editing/Deleting the Automatic Pledge Adjustment
Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.
Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…
18 votes -
Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter
Please add "Admin Fee Type" or "Admin Fee Group" to Financial Filter. We have many different types of Admin fee types linked with many Admin Fee Groups. We would like to be able to quickly run financial reports by those grouped funds.
7 votes -
Custom Report - Event Campaign Guest List
Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.
Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).
12 votes -
RSVP Option for Households instead of guests
RSVP Option for Households instead of guests
We need an RSVP for a household where we can add the household members without going through the add a guest function. We are only using this campaign event to make sure each profile shows who attended.3 votes
- Don't see your idea?