1083 results found
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idea lab
Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.
I wonder if Foundant support might develop a mechanism where, when they…
25 votesThank you for this suggestion. We are working on improvements to Idea Lab and our process.
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5 votes
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Integration with Payroll or Payroll Module in CommunitySuite
Would really like to be able to process payroll through CommunitySuite, either by adding a payroll module to the system or by integrating CommunitySuite with a payroll solution so that would automatically push over the JEs they need to account for payroll each pay period.
7 votes -
Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
23 votes -
Contact Preferences - Edit Information
In the Portal currently, when someone goes to Profile - Contact Preferences, it is blank. You have to click on Edit Information to even know what that screen is even about. Is there a way to show the options before clicking "Edit Information?
2 votes -
Portal: Fund Advisors - abiity to hide/show donor information by fund
We would love the ability to enable/disable donor information (name, address, email) for each fund portal/fund advisor on a case-by-case basis (verse turning it on/off by type). While in most cases it is not necessary, we have support several unique fundraising efforts throughout the community where this would be a valuable addition to the donor services we are able to provide for our admin. fee. Ultimately, fund type is not what dictates who we may or may not want to provide this level of information to.
10 votes -
Change Log back to detail it used to provide
The log previously provided more detail on what was actually changed. Now in some areas, it's just showing the CSuite reference ID for the field that was changed. This is extremely confusing to follow. For example, I just changed the subgroup on a fund, and instead of it saying the name of the subgroup, it only has the ID which I would have to research to interpret the log. Previously, as recently as January 2023, when the fund’s subgroup was changed, it included the ID number as well as the name of the subgroup. This change makes it very difficult…
12 votes -
Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
27 votes -
Link Internal Grants and corresponding Internal Donations in custom report
I'd like to create a report that will link the Internal Donations to their corresponding Internal Grant record. Ideally pulling based off the hyperlinked ID, but at a minimum pulling the destination/donating fund.
2 votes -
File Categories and "sticky" function in the new portal to organize fundholder files
We use the File section of the new portal to share fund agreements, stewardship materials (for those who no longer receive paper statements), and other documents with our fundholders. As the list of files grows with our engagement, this starts to be unwieldy without the ability to use the internal File Categories (and the sticky function) to organize the files for our fundholders. It would be wonderful to have this functionality in the portal, not just behind-the-scenes for staff.
2 votes -
Custom Donation report should go back to report after bulk posting donations
I have a custom donation report in order to bulk post donations for our giving day. I change the donor each time. When I do Bulk Actions to post the donations, it takes me to a donations posting list rather than back to the report each time. Then I have to go find the report again. Please change it so it goes back to the report each time. It worked that way last year.
1 vote -
Upload IDs - Legacy Profile Code
It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.
1 vote -
Multifund grant filter
It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.
1 vote -
'Balance Change' report cannot be drilled down by month/qtr/year
While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.
4 votes -
Batch Voucher Total in Grants Area
It would be great if there were a total when batch creating vouchers in the grants area. There are totals in each area of of the process such as posting, and approving, but not during the batch voucher.
3 votes -
Items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu
Could items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu, not only have the heart, but also appear in "red" font? This would help identify the anticipated next step from either the Donations/Receipt bucket or Donations/Tribute bucket.
2 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
1 vote -
Tribute Donation Report
The "Donation Report" page for a Tribute shows each gift amount (which we may not want to share with the person being notified) but does not show the mailing address of each donor (which we do want to share). Ideally, the "Donation Report" page would allow us to add or remove columns. The only work-around is via a Custom Report, which shouldn't be necessary.
This is a common-sense revision that shouldn't require action based on the number of votes it receives.
1 vote -
Saving Carts
- Track when something is put into the “cart” - like a date
- “save for later” and or only check out specific ones.
1 vote -
Donor name on reports
When an interfund grant is processed the donation side of the transaction lists the name without the corresponding fund number when reporting. It would be helpful if the full name including the fund number displayed on reports.
3 votes
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