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815 results found
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HH Profiles: Add link to individuals in top box (similar HH in Individual Profile)
LOVE THE NEW PROFILE FORMAT - but can members of a household be links at the top instead of under the relationship tab?
From an individual profile, you have the link to go to their household profile, but it doesn't work the same way going in the opposite direction.
15 votes -
Auto-populate all emails into Grant Email Award letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields.
15 votes -
Ticket Purchaser & Guests In One Spot
Would like to see ticket purchasers and guests all in one spot. Currently, you can only see a list of ticket purchasers and the number of tickets they've purchased and then the "guests" of these ticket purchasers are in another area (guest list). Would be great to see the guests underneath the ticket purchaser, similar to how the campaign invitee list formats guests/household members (you have the invitee and then below them & to the right will list their guests or household profiles with their email info, all in one spot).
24 votes -
Bring back counts in Fund Statement generation
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation phase.
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation…
13 votes -
auto receipt - ability to disable by campaign
Would like the option to turn on/off automatic ticket receipts by event.
21 votes -
Separate the closing of the last period of the year from the closing of the year
Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.
Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.
The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000 rows and the export does not work) so it is difficult to provide backup for audit on the missing journal entries.Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.
Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.
The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000…56 votes -
Credit card acknowledgement tax receipt for events
Could you allow a different credit card tax receipt template for an individual fund, which is hosting an event and thus needs a template that says only a certain portion of their donation is considered tax deductible? Or, alternatively, allow us to turn off the automated credit card tax receipt for that particular fund? Right now it is an all the same or nothing option for credit card tax receipts.
14 votes -
Docusign Integration
Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.
130 votes -
Sending emails in csuite
I asked about this last year, but posting fresh again to maybe get back on radar. If you want us to use your platform for sending emails and keeping track of correspondence, we need to look professional when doing it. Sending an email in Courier with no signature or logo won't cut it.
12 votesA rich text editor was released on 9/12/2024. Here is the release note:
Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.
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Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
23 votes -
Increase character count in grant description field
It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.
We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.
20 votes -
Admin Fees: choose more than one donation type for an Admin Fee
It would be great to be able to choose more than one donation type to charge an Admin Fee to. I have an Admin Fee for 2.5% on each donation that comes into the fund. But it does not pick up internal donations or stock donations. I had to add two more Admin Fee Types to get this done, rather than being able to choose all three from a drop down list.
22 votes -
Search by check number
It would save a lot of time if you could search for a specific check by check number (A/P or Grant). Instead of having to scroll through pages of checks, being able to go straight to a specific check that you have the number for would save a lot of time! Especially since banks are having a lot of positive pay exceptions that have to be rechecked on a daily basis.
26 votes -
reconciliation - add filters
It would be very helpful to be able to filter the reconciliation. For example, by transaction/payment type, dollar amount, profile name, or description.
5 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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AP voucher line order should stay in order of entry
Is there a way to keep AP voucher line details in the order I enter them? If I have a large invoice and have entered numerous lines, save and then go back in, everything has changed from the order I entered data. Makes it incredibly hard to double check anything. Why does it change order? It doesn't go by alpha or dollar amount, doesn't seem to have any rhyme or reason. Please fix this. Thank you.
After receiving this response:
After further digging into this with my colleagues on the CSuite team. There is no rhyme or reason behind the voucher line order. I would recommend checking out our IdeaLab to add that as an idea to be implemented. As you mentioned the order may be updated one way and then after saving its a completely different order. I am sorry I wasn't able to provide a reason for the order you see.Is there a way to keep AP voucher line details in the order I enter them? If I have a large invoice and have entered numerous lines, save and then go back in, everything has changed from the order I entered data. Makes it incredibly hard to double check anything. Why does it change order? It doesn't go by alpha or dollar amount, doesn't seem to have any rhyme or reason. Please fix this. Thank you.
After receiving this response:
After further digging into this with my colleagues on the CSuite team. There is no rhyme or reason behind the…36 votes -
Recurring gift receipts
Currently, it appears that we can only provide monthly tax receipts for recurring gifts. If the donor requests a yearly receipt for their recurring gifts there doesn't appear to be an easy "flag" letting us know who has indicated this preference. It would be nice if there was a mechanism within recurring gifts that tracks who wants a yearly receipt of their recurring gift rather than a new receipt every time a recurring gift is processed. The less we rely on an employee to remember to do tasks, the more efficient we can become.
15 votes -
Financial report fund filters
Provide the option to filters to include subfunds if the master fund is not included. At a minimum, provide a warning that the filter is incorrect if a user chose to filter on a subfund and does not include the master fund.
The Financial reports (Balance sheet and income statement) have been changed so the user can no longer filter on specific funds if the fund is tied to a master fund. When creating a filter, it is impossible to tell if a fund has a master fund.
There is a potential for reports to be run providing incorrect data because it appears as if the filter was applied, and it was not.
Provide the option to filters to include subfunds if the master fund is not included. At a minimum, provide a warning that the filter is incorrect if a user chose to filter on a subfund and does not include the master fund.
The Financial reports (Balance sheet and income statement) have been changed so the user can no longer filter on specific funds if the fund is tied to a master fund. When creating a filter, it is impossible to tell if a fund has a master fund.
There is a potential for reports to be run providing incorrect data…
24 votes -
Change "no-reply@fcsuite.com" to Default Email Reply To
We are continuing to have problems with Fund Advisors telling us that they are not receiving system-generated emails from us. We believe this is because the name and the email address do not match. That is, our organization's name is in the sender name but the domain in the email address is fcsuite.com.
Has there been any discussion to investigate the possibility of changing "no-reply@fcsuite.com" to what is entered in the "Default Email Reply To" setting in Systems Data?
We believe this would pass more smoothly through spam filters.
52 votes -
Task Email Reminder to include task description
When a task email reminder is sent from CSuite to the person the task is assigned to, can the email include the task description?
This would be very helpful.
Warm regards,
Tess13 votes -
Warning message if revenue share will push a fund underwater.
If there is a market loss, there is potential that a fund could be pushed under water without any kind of warning. Would like the system to pop up a warning if posting revenue share will push the fund under water.
34 votes
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