1174 results found
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Donors getting Candid/Guidestar data via CSuite
Would it be possible for donors to receive Candid/Guidestar data via CSuite? It would be great if donors could get that information.
4 votes -
Change steward on household should ask to change on household members
If I change the steward on the household profile, CSuite should ask if I want to change this on the household member profiles. It feels like more work to have to jump into each profile when we are making a change in a household. But it should ask, because there are cases where the individual members may have a different steward.
2 votes -
Profile Permissions: Separate "Manage Login Info" from "Login As"
As the legacy portal end date nears, we continue to be bothered by the fact that the "Manage Login Info" and the "Login As" permissions are combined for the new portal, especially as it relates to Fund Advisors.
For our operation, the same people who support fund advisors through the Login As feature are NOT the same people who Edit the fund advisors' login, NOR manage a fund advisor's password (set or change), NOR Link an Organization or Individual to the Fund Advisor.
We require these permissions to be separated.
10 votes -
LYBUNT
We need a way to run LYBUNTS for specific funds that doesn't take other fund donations into account. We have different fundraising goals and outreach for specific funds. There is not a way for us to pull a list of people who donated to 'Annual Fund' last year but not this year because when you run a LYBUNT and filter by Fund, IF the donor had made any other gift in the timeframe they do not show up. We had donors who made pledge payments to a special project but had not made their annual fund gift yet, get left…
2 votes -
Reports Permission: Full Access & De-Linking Scheduling Reports
The new Reports permission, Full Access, allows someone to delete anyone's custom reports. That should be isolated to Admins, since that's dangerous. However, without this permission, no one can schedule their own report. That's not dangerous, and I would like to give that to most anyone. Can we de-link scheduling reports from the Full Access permission?
12 votes -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
114 votes -
Bulk Upload Ids for grant records
We love the bulk update functions in custom reports for grants. It would be incredibly helpful to have the option to bulk upload IDs and then gain access to the bulk options for grants.
For example, we are tracking grants for Hurricane Helene, which requires pulling reports and sorting in excel. It would be worlds more efficient if we could bulk upload grant IDs to mark the custom fields on these grants at once (vs. going one at a time, incredibly time consuming during a challenging time in our state).
12 votes -
Allow Nonprofit Address to be private in directory
Please allow the address of a nonprofit to be unlisted on the directory. We have organizations who work from a home and they don't want their street address to be public. Since it pulls from their main profile, there isn't a way to hide it without hiding it from all purposes.
7 votes -
Mailchimp Tag Syncing from campaigns are adding Do Not Email profiles
We recently used the mailchimp tag syncing for an event to add the initial invite list. Some of the attendees added were marked in CSuite as Do Not Email, but the sync still added the new tag to their email in Mailchimp so some got the email that did not want them. Just like the csv export, all the emails of any Do Not Email profile should be excluded from the sync so they both should not be added to the audience if they are not on it and they should not be updated with the campaign tag if they…
2 votes -
Calendar View in CommunitySuite
Would really like to be able to see a calendar view of tasks and deadlines in CommunitySuite or be able to integrate with their Outlook or Google calendar.
15 votes -
Loan Module
Our organization makes loans to external organizations. It would be helpful if the information from the loan module could be exported to a fund statement. I believe currently only internal loan information is able to be published on a statement.
1 vote -
Grant Letter Email Tracking
Can you make it so that grant letter emails can be tracked? It would be great to be able to run an Undelivered Email report and see if these emails were actually delivered.
2 votes -
export option - Profile/list by date
Good morning, Foundant! I would like to 'export' a list of newly created profiles by the date option. Right now, I have to highlight the profiles created and export it to excel. It would save time to have the 'export' option at this stage. Thank you for considering my request today.
2 votes -
Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.
I am in agreement that they s/b able to correct their contact information but I think it would be better at the profile level to then be toggled "inactive" instead of disappearing altogether "deleted". Instance that just happened they removed their work email and replaced with a personal email, which is fine but now the work email is no longer on their profile at all. Please change to inactivated vs deleted when changes are done on the portal.
39 votes -
Saving Yearly Tax Receipts to Profiles
Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?
4 votes -
vendor custom field
Please add the ability to have custom fields on vendors. I'd like to be able to flag those who are corporations, or otherwise meet a 1099 exception so never need a 1099.
5 votes -
Inactive Vendor
When entering vouchers and searching for a vendor it would be great if inactive vendors did not populate in the drop down while you are typing. If they are inactive they shouldn't be having vouchers charged against them anyways. It would be nice if they also showed at the bottom of the regular search bar instead of mixed in with everything else.
1 vote -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
1 vote -
pull donation reports from profile id upload
Hello,
We have a need to pull donations for certain subsets of profiles, which we achieve by running profile reports and filtering. However, we need to pull donation reports for these. Which would be simple if we have the option to upload IDs (as you do for other reports) and then be able to run a donation report on that uploaded list.1 vote -
Welcome letter
We would like a feature that would generate a "welcome to the foundation" letter template for new funds when they are set up.
2 votes
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