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1102 results found
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URL for newsletter campaign
Would love to allow people sign up to our Newsletter Campaign from our website.
Currently I've set up a separate event campaign that I will be linking to from our website to but it looks a bit weird as the form is meant for a "ticket" and it will require us to transfer profiles from one campaign to another.
9 votes -
Hide Amounts as an option in Bulk Edit Funds
Add Hide Amounts as a global-checkbox option in the Bulk Edit Funds area. Hide Memorial Amounts is a Bulk Edit Funds option - Hide Amounts should also be.
1 vote -
donor id
Please make the Donor ID visible on the donor record, in custom reports, and as an upload option. While many reports include it as output, its absence in these areas prevents us from linking the Donor ID to a Profile.
1 vote -
Add Advised Donations to First and Last Donation Dates
Please include advised donations in First and Latest Donation Dates. Or at least the ability to have a setting for which way your organization prefers.
1 vote -
bulk complete task
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 -
Donor Portal App
We would like the ability to have a donor portal app, with our Foundation's branding, that users could access from mobile devices.
6 votes -
Envelope Printing Incorrectly for DAF Donations
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' section in receipts bucket. Thanks!
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 -
Recurrring Donation - Last Donation Date
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 -
Revenue Share Deposits - Impact Investment Interest Income
Revenue Share for Deposits
We get interest income from impact investments which are in our investment pool. We would like to be able to revenue share these deposits rather than do a negative voucher to allocate the interest income.
15 votes -
19 votes
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Present Funds in Chronological order
Changing the way the funds are presented in the Fund section in CSuite so that chronological is an option, instead of only alphabetical, would be helpful. I'd like to find my new funds faster.
2 votesYou can filter in the fund list to reduce the list based on creation date.
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Add Meeting Information to Task
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 -
Don't notify advisor any grant adjustments
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?
43 votes -
custom fields
Please add custom fields that come with date and comment fields. The date so we can easily see when a particular custom field was last updated, and comments gives us the ability to add more details. This would be a huge enhancement. Similar to Raiser's Edge functionality.
2 votes -
CommunitySuite Upcoming Releases Page should have a link to the product roadmap
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 SoonCheck 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 votesThe link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
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Custom Field Groups to organize custom fields
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through for different information. Just increasing the flexibility to do the layout and information of custom fields and how it is displayed more than just ordering them.
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…
4 votes -
Clear Charity Status Check on Grant when Changing Grantee
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 -
(multiple) Stripe Accounts
Is it possible to have different stripe accounts for each affiliate/supporting organization’s giving hub URL ?
5 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
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 -
Is it Nickname (Profile field label) or Nick Name (Reporting field label)?
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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