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1422 results found
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Word Document Option for Donation Receipt Envelopes
Currently, the Print Envelope feature only generates PDFs. Having the ability to download envelopes as a Word document would be extremely helpful, as envelopes often need minor edits before printing. With the current PDF format, the template formatting frequently shifts and addresses spill onto a second page, making them difficult—or impossible—to edit and print accurately.
Since Donation Receipts already include a Word download option, it seems this functionality may already exist on the development side and could potentially be extended to envelopes as well. Adding a Word option would provide much-needed flexibility and significantly improve usability.16 votes -
Grant Limits for Specific Fund Advisors
Some of our families with Donor Advised Funds want to involve their children in grantmaking but want to set a "budget" that limits the amount that their children can grant (EX: $5,000 annually).
Can there be a way for us to set up logins for these adult children but limit the amount they can grant annually?
This function would be a great selling point for families to open a DAF and encourage philanthropy to their kids in a controlled manner.
7 votes -
Multiple Funds Linked to an Opportunity
It would be nice to have the Fund field on Opportunities to be able to link to multiple funds. We have several donors with more than one fund, and opposed to setting up an opportunity for each fund, we'd like to have one opportunity for stewardship per profile.
8 votes -
Add filtering options for Profile Search
Inconvenience: When searching for an organization under the Profile Search, any Individual with that name listed in the organization field will also populate. This is a drawback for adding an individual's organization in this way.
Suggestion: Add a checkbox filter to include/exclude Types of Profiles (individual, household, organization) on the Profile Search screen for a more targeted search that doesn't involve using Custom Reports.
Expanded: A more advanced search filter could be useful for other scenarios. Deceased, (Relationship) Profile Types, Tax Class, etc.
6 votes -
Global Search Enhancements to Improve User Experience
Currently, both new and experiences colleagues frequently encounter challenges locating profiles, funds, or organizations when the spelling entered in the search bar is not an exact match. This often results in unnecessary time spent refining searches or navigating through multiple records.
One suggested process improvement would be to enhance the Global Search functionality by incorporating a results page that displays similar or related matches when an exact search term is not found. Similar to search engines online.
Results could be organized by record type, such as: Individual Profiles, Household Profiles, Organization Profiles, Funds, Other Related Records
This improvement would support decreasing time spent locating record(s) and efficiently improve the adoption of the system.
Currently, both new and experiences colleagues frequently encounter challenges locating profiles, funds, or organizations when the spelling entered in the search bar is not an exact match. This often results in unnecessary time spent refining searches or navigating through multiple records.
One suggested process improvement would be to enhance the Global Search functionality by incorporating a results page that displays similar or related matches when an exact search term is not found. Similar to search engines online.
Results could be organized by record type, such as: Individual Profiles, Household Profiles, Organization Profiles, Funds, Other Related Records
This improvement would support…
6 votes -
Tax receipt letters and grant letters automatically uploaded to Portal
When a tax receipt letter and/or grant letter is generated, have an option or a box to check to automatically upload it to the Portal. Right now, I save the letter to our server, then have to upload the letter to the portal. This is too many steps for the volume of letters that I create.
8 votes -
The new design on the fund advisor page and security page are difficult to read
Please return the fund advisor page & security page back to the way they were. The sideway text boxes are difficult to read. No one should have to tilt their head to get their work done. Thank you
7 votes -
Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service user opens a new browser, goes through MFA and logs into CSuite. But, oh, guess what? They are now logged out of Login As.
Secondly, for any organization that uses a default browser and/or a password manager, we now have to maintain browser short cuts, password manager log in and MFA in two separate browsers! This is a lot to manage--especially when you have a customer on the phone.
We had previously had no problem proxying as a Fund Advisor and keeping our own version of CSuite open. We really need to have that ability back in the new portal, so that we are able to service our customers effectively.
The final issue with this is basic ability to validate and troubleshoot our own externally facing site. I'm trying to simply walk through the site to document updates and I can only do so without being logged into CSuite at the same time? How do we validate what is displayed vs what we see in Csuite? In the 10 minutes that I have been trying to document requirements, I have had to log into Csuite about 4 times now. This is not a good customer experience!!
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
270 votes -
Copy A Campaign Ticket
It would be helpful to copy a ticket, not the entire campaign itself. Our organization is using the campaign tickets to sell memberships, but we have multiple different tiers, with mostly the same general information, except for the name. Thus it would be helpful to copy the ticket instead of manually creating each one.
5 votes -
All Record of Recurring Grants are Deleted by Fund Advisor in Portal
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types of logs and records are critical support and backup that we provide to our auditors, and without it, we are in a very bad position from documentation for our audit. At the very least, allowing us to "approve" a cancellation would be ideal, as I could see a fund advisor accidentally clicking "Cancel" and it provides no warnings.
We just discovered with the new portal that when a fund advisor clicks "Cancel Recurring Grant", all record of the recurring grant is deleted out of the system. This is WAY too much access for the fund advisor to have. If they accidentally delete it, we can't view logs to see when it occurred or retrieve attached files to the recurring grant.
Please allow us the ability to turn off certain features in the portal (like cancelling a recurring grant) for fund advisors if we don't want to take the risk of information being deleted without our consent. These types…
100 votes -
Ability to select the same beneficiary more than once when configuring percentages (Same Beneficiary, Different Purpose)
It would be helpful to be able to select the same beneficiary more than once when setting up percentages in the fund. The beneficiary may have separate purposes and percentages. For accuracy and staying within the parameters of the text limits this would be very helpful to users. A previous idea has been archived. Please consider this.
13 votes -
Grant Notify for Internal Grants
Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.
This creates an inconsistency in the donor experience:
Fund advisors receive Donation Notify emails when their fund receives an internal grant
But they do not receive Grant Notify emails when their fund gives an internal grant
This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.
Request:
Please enable the Grant Notify email to trigger when an Internal Grant Transfer Check is posted, so fund advisors are notified of all posted grants—internal or external.This change would ensure consistent communication and transparency for fund advisors engaging in internal giving.
Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.
This creates an inconsistency in the donor experience:
Fund advisors receive Donation Notify emails when their fund receives an internal grant
But they do not receive Grant Notify emails when their fund gives an internal grant
This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.
Request:
Please enable the Grant…47 votes -
Show Deleted Profiles in the Log
Have the log show the name, ID and date whenever a profile is deleted. Our admin needs an audit trail of all MAC (move, add, change) activities in the log.
39 votes -
Enforce or Guide Household Naming Conventions in Giving Hub
When Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins to define a required format or pattern
-Introduce validation or formatting rules before submissionWhy This Matters:
-Improves data consistency and deduplication
-Reduces manual cleanup for staff
-Helps maintain cleaner household records over timeWhen Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staffSuggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)Possible Solutions:
-Add format guidance text near the input field
-Allow admins…9 votes -
Show Cancelled on Promise Status or Allow Deletion of Record
I am bringing back a couple of ideas you have previously archived. It is not clear whether the system architecture will not allow these changes to be made or if there is insufficient support for the idea. However, the way the system is behaving today is extremely misleading.
Situation:
When adjustments are made to a promise record, the system does not allow it to be deleted. The only option is to Cancel the promise record.Problem:
In the promise details, you can see that the promise was cancelled and the amount was cancelled. HOWEVER, on the Engagement tab of the profile, what you see is that the promise has been "PAID" and that there is a $0 balance.This implies that the person paid the balance of the promise. This is misleading and incorrect.
Request
Please correct this misleading information by allowing a promise record to be deleted if there is not payment activity associated with it OR at the very least, change the status to Cancelled.I am bringing back a couple of ideas you have previously archived. It is not clear whether the system architecture will not allow these changes to be made or if there is insufficient support for the idea. However, the way the system is behaving today is extremely misleading.
Situation:
When adjustments are made to a promise record, the system does not allow it to be deleted. The only option is to Cancel the promise record.Problem:
In the promise details, you can see that the promise was cancelled and the amount was cancelled. HOWEVER, on the Engagement tab of the…4 votes -
Automate Spendable Calculation
When working with Endowment Funds we have to remember to calculate the spendable balances for the fund each year. It would be great if Csuite allowed you to set a date that spendable balances were automatically calculated for you.
8 votes -
Enable Budget Imports with Line-Item Detail Under a Single GL Account
It would be very helpful if Foundant allowed budgeted accounts to include multiple line items (subcategories) within a single GL account or subaccount, rather than restricting imports to one total amount per account.
Currently, Foundant only allows one total per account (e.g., Account 4XXXX = $10,000). In practice, this total is often made up of multiple components (e.g., Consulting $5,000, Team Meetings $5,000). This limitation forces users to track supporting details outside the system, reducing visibility, increasing manual work, and creating a higher risk of error.I would like to see a budget function that supports multiple rows per GL account with an additional field such as “Line Description.” The system would roll these line items up into a total per account and/or subaccount while preserving detail for reporting, particularly when comparing budget vs. actuals.
It would be very helpful if Foundant allowed budgeted accounts to include multiple line items (subcategories) within a single GL account or subaccount, rather than restricting imports to one total amount per account.
Currently, Foundant only allows one total per account (e.g., Account 4XXXX = $10,000). In practice, this total is often made up of multiple components (e.g., Consulting $5,000, Team Meetings $5,000). This limitation forces users to track supporting details outside the system, reducing visibility, increasing manual work, and creating a higher risk of error.I would like to see a budget function that supports multiple rows per GL…
5 votes -
Email Confirmation for Pledge Form Submissions
When a donor submits a pledge through the Giving Hub, they see an on-screen confirmation, but no email confirmation is sent.
For donors, an email confirmation provides reassurance that their submission was received and gives them a record to reference. For foundation staff, it reduces inbound inquiries from donors wondering if their pledge went through.
A simple confirmation email triggered on pledge form submission would close this gap and bring the pledge experience in line with other Giving Hub workflows.
5 votes -
Fund-Level Opportunity Creation and Viewability
Currently, when opportunities are created they must be associated with a profile. It would be valuable to also be able to create an opportunity tied directly to a fund record instead, with the ability to view that opportunity from within the fund record as well. This would better support fundraising workflows where the ask is fund-specific rather than donor-specific.
6 votes -
Choose Alternate Email for Statement Delivery
It would be helpful to be able to select an Alternate Email that Statements are sent to through the Fund Advisor designation like is possible for Donation Notify and Grant Notify. It would be even more helpful if we could select email delivery addresses for all three (Statement, Donation Notify and Grant Notify) on a fund-by-fund basis within the Fund Advisor designation. We have many people who have both work and personal connections to funds and would prefer not to comingle their communications.
9 votes
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