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1219 results found
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Account List-Fund ID's
Please add a Fund ID column to ANY report that lists funds (at the very minimum if fund group/subgroup/division can not be added)
When in Accounts and click on the account hyperlink to see what funds are associated with that account - it is a combined name i.e. "xyz fund::Designated" with no fund identification. Makes it very difficulty to export/copy-paste and do any v-lookups.1 vote -
Allow Dynamic Images to be turned on only for the Fund Image or the Additional Image area
The Dynamic Images resizing setting is nice for the Additional Images field, but it looks messy on the Fund Image side of things to have different sized images either in the promoted funds section or on the Nonprofit Directory side.
My idea is to allow us to turn on Dynamic Images either for just the Fund/Profile Image or the Additional Image.
Thank you to everyone who votes for this!
4 votes -
Memo for recurring vouchers
A memo for recurring vouchers would be helpful. There is a "Memo" field for a single voucher, but not for a recurring voucher.
3 votes -
General Ledger - Make Account Field a Drop Down
When in General Ledger looking up the detail a specific account, it would be helpful if the "Account" field had a clickable drop-down list of all general ledger accounts. This would prevent the user from having to type in the account number. Many times the user does not know, or has forgotten, the account number they are looking for and a drop down would be beneficial in helping to find this.
4 votes -
bulk attach
A HUGE time saver would be the ability to attach one file to multiple journal entries at once. Currently, if the same documentation needs to be attached to multiple entries, you have to do it one at a time. A button on the main journal entry screen for a "bulk attach file" would be greatly beneficial. Say you could upload the file and then select all the entries it needs to be attached to. This pain point comes up all the time with multi-fund entries for payroll and other various monthly/quarterly closing tasks.
2 votes -
Add ability to view grants in a tab on the fund page
For quick reference it would be nice to see all grants made by a fund on their profile page, similar to a donations on the donors page. Please consider adding a tab to see grant history.
16 votesFrom the left side menu of the Fund, their is a history option. From that screen, you can select the Grant amount and get a historical list of all the grants. There is also an option in reports to display all grants. Select reports, grants, then the relative date of all.
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giving hub remove other option
We would like to have the option to eliminate the "other" amount when using Giving Levels in the Fund Advisor Portal settings in the Fund record. When using the Giving Levels field to allow a membership fee or other type of donation that there should not be an "other amount".
4 votes -
financials
It would be nice if when you run financials in CSuite (i.e. Balance Sheet or Income Statement) that when you print or export it includes our company name and logo at the top? When we have to provide a copy of a BS or IS for a company or auditor we have to manually add it each time.
4 votes -
Customize Columns within Grantee's Record
Within a grantee record have the ability to customize the fields being populated. Currently they are: ID, Grant Date, Fund, Status, Amount, Sponsored Org, Beneficiary, Description.
We use grant programs and it would be helpful to identify at a glance what grant program the grant came from. See example below, we rarely use Sponsored Org or Beneficiary. It would excellent to have the ability to customize these columns.3 votes -
Export donor and fund advisor data in grants tab - grantee portal
In the nonprofit portal on the grantee tab, grantee organizations cant export CC giver/fund advisor data for their reporting, CRM, and acknowledgements. Add selectable options to display and export the CC donor and Fund Advisor name, address, email unless the transaction was made anonymously or the profile is anonymous.
<3 TCF
7 votes -
Duplicate Grants
When grants are being processed, it would be nice to either show on the screen their most recent grants, or even have a pop up for grants that are very similar. (same date, same grantee, same amount, etc)
7 votes -
Improve Fund Advisor Portal Edit Recurring Grants Options
In March 2025 fund advisors gained the ability to edit recurring grants. However, they are currently only able to edit the number of occurrences and the next grant. I believe they can also end the recurring grant series. We often have fund advisors that want to edit the amount or change the interval. Although we can change it in our backend, the fund advisors often want the option to do so themselves. We also more often see a change in the amount. Currently their only option is to cancel the recurring grant series and create a new one.
2 votes -
Grant Confirmation Email: Fund Advisor Salutation
Can we please add the Salutation for the Fund Advisor as an available merge field for the Advisorrequestconfirmemailbody content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody). As it currently stands, there does not appear to be a way to personalize this communication. The field that is available, {{owner_name}}, presents the name as "Last, First" and doesn't work well to address the Fund Advisor.
7 votes -
image
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
Add Subject Line for Resend Guest Link customization
Please add a field so that the subject line of the guest link email can be changed. While the recent updates to allowing for the email body content are great, they still do not solve the issue that individuals will not open emails that look like spam, and the current subject line looks like spam.
The current subject line is: Event Ticket Portal Link.
Refrencing this recent update: Portal Options-Giving Hub Content-Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.
4 votes -
Link grant to campaign or opportunity
Over the years, many requests have been made to enable the ability to link an internal grant to a campaign or an opportunity (see list of requests below), but Foundant @skyeweber has always archived the idea due to lack of activity. For community foundations, much of our work is with fund advisors who hold funds with us, so it is important for us to be able to link our efforts to fundraise for programs through internal grants, and to link those to campaigns or opportunities. It’s possible to link a donation to campaigns and opportunities, so it seems logical that we should be able to do the same with grants. Please consider this idea again.
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45985984-grant-campaign
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46499014-add-campaign-to-internal-grant
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44137011-link-grant-to-opportunity
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45285787-campaign-designation-when-creating-a-grant
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42875178-link-internal-grant-to-opportunity
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/43798017-internal-grants-for-tickets-to-a-campaignOver the years, many requests have been made to enable the ability to link an internal grant to a campaign or an opportunity (see list of requests below), but Foundant @skyeweber has always archived the idea due to lack of activity. For community foundations, much of our work is with fund advisors who hold funds with us, so it is important for us to be able to link our efforts to fundraise for programs through internal grants, and to link those to campaigns or opportunities. It’s possible to link a donation to campaigns and opportunities, so it seems logical that…
1 vote -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can vote against something that sounds like a very bad change for our workflow or customers?
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
1 vote -
Tribute Template - Salutation Merge Field
For our Tribute letters, the Salutation merge field populates with the first and last name of the recipient. Would it be possible to have it just populate with the first name of the person or the couple receiving the letter? This would make the letter less formal, especially when it is being sent to any donors that we have a long-standing relationship with. I saw a post where this change was implemented for the Tax Receipt template, so I'm hopeful this would be an easy fix for Tribute templates as well. Thank you! Kelley H.
1 vote -
duplicate screen
Hi - it would be great if the screen showing duplicates would indicate what type of record it is, particularly if a record is a student. With just a giant list of names, it is hard to pick out the ones the student aid team needs to look at. (or a fund holder, or vendor etc) OR the date the duplicate was added. OR the number of times the record shows. If we have 3 John Lennons and one was created last week, we might be able know who needs to fix it at a glance.
1 vote -
4 votes
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