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1023 results found

  1. When reconciling the checking account, you took away a feature that allowed you to sort by check # which was very helpful. Can you please add it back.

    1 vote

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  2. From the task list, please add an option be able to mark all or multiple tasks complete, similar to how you can do so with the "Approve All" feature in the grants bucket.

    3 votes

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  3. For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…

    43 votes

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  4. Recurrring Donations: It would be great if there was a "Last Donation Date" column. It would be helpful when looking for errors and to confirm the recurring donation went through.

    1 vote

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  5. We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.

    18 votes

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  6. Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.

    19 votes

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  7. Would really like to have the ability to include meeting invite information in a task when it is sent ouf of CommunitySuite. Ideally, would have another field on the task, in addition to description, where they could enter Zoom meeting credentials, a room, etc.

    5 votes

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  8. With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?

    Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…

    2 votes

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  9. It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.

    5 votes

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  10. When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…

    13 votes

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  11. I like to check the Community Suite release notes and frequently visit the upcoming releases page (https://support.foundant.com/hc/en-us/articles/8239927327127-CommunitySuite-Upcoming-Releases). Right now there there isn't anything upcoming and has this message:

    We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
    Coming Soon

    Check back later for more upcoming releases.

    What would be helpful is if it also linked to the product roadmap on this page so we can see the ideas that may become an upcoming release: https://idealab.foundant.com/discovery/roadmap/16777

    4 votes

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    0 comments  ·  Other  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.

  12. When changing a grantee after having ran the Charity Check in C-suite, it would be great that the Charity Status Check gets cleared with the change as right now it keeps the date from the previous grantee and doesn't stop you from pushing the grant to GLM if using that function.

    1 vote

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  13. When creating campaigns to sell tickets for our affiliate partners' events, the ticket sales can go directly into their funds, rather than dealing with third party payment processors. However, they do not have access to their ticket sales info, which they need to coordinate the planning of their event. They also need an up-to-date guest list to be generated shortly before the event starts. This is a major strain for weekend activities when the foundation is not staffed to manually monitor and send ticket sales reports.

    This could be resolved by enabling scheduled ticket sales reports, where the time can…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  14. Is it possible to have different stripe accounts for each affiliate/supporting organization’s giving hub URL ?

    5 votes

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  15. We would like for the option to pick a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee. Similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record, this would save us time and clicks.

    6 votes

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  16. The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?

    42 votes

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  17. When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.

    18 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  18. I love the new Nickname field! We had a custom field that we were using for Nickname, but today I exported our custom field nicknames, then imported them into the new Nickname field and then removed them from the custom field and deleted the outdated custom field. In doing all that, I noticed that in Reporting when you select fields or filters that the field is labeled "Nick Name". Would it be possible to get it to match the Profile field label which is "Nickname"? Thanks!

    1 vote

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  19. It would be very helpful to have the new nickname field on org profiles. We have both primary contacts for orgs and orgs that have nicknames.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  20. Have the ability to have certain tabs on the Fund Advisor Portal default to "Remove/Add from/To Everyone.

    We don't currently use the majority of the tabs and I have to remember to turn these tabs off when adding a fund advisor. It would be helpful to have these already default to "Remove from everyone" instead of individually edit.

    5 votes

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