1058 results found
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Admin Fee Report in Funds
When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!
20 votes -
Add conditional logic to custom fields
It would be great if we had the ability to enable conditional logic to custom fields.
15 votes -
Allow bulk updates via data imports (csv with unique IDs)
Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.
15 votes -
Make Designations and Unmake
We can easily designation someone using the [MAKE] selection under Designations in fcsuite. I can [MAKE] them as Fund Advisor, Grantee, etc.
(1) Once they are in a category, there should be an 'unmake' button so I can easily change it back. Instead, I need to click on their role as a Grantee, and hunt out the 'delete' button way over on the left menu. It's confusing the way it is, but at least it work. When I click on Delete, it usually brings me back to the user profile. Yay.(2) Unless it's a nonprofit. When I click Delete…
2 votes -
Matching Gift Donations
Would Foundant consider working with a third party vendor like "Double the Donation"(
https://doublethedonation.com/corporate-matching-gift-programs/)
to assist with Matching Gifts? The goal would be a seamless process on the Giving Hub. See the following example:
https://www.augustana.edu/giving/match4 votes -
unused "create grant request" button
When the user is on their main portal page, the "CREATE GRANT REQUEST" button appears on the upper right. Once they click on it, they're brought to a page that has three buttons (PREVIOUS GRANTEE, SEARCH GRANTEE, & MANUAL GRANTEE).
The page is .../portal/fundadvisor/grant_request
"CREATE GRANT REQUEST" still sits on the upper right. This button does at that point. That is, it brings the user to the same page. That button on the ".../grant_request" page should be deleted because it's confusing.
1 vote -
Implement Template Logic for the Yearly Tax Receipt
Please introduce template logic for the Yearly Tax Receipts. Currently, you must change the default in order for the Yearly Tax Receipt to generate a different template.
It would be great if, like the normal Tax Receipt, the Yearly Tax Receipt template was able to be configured to discern when the system should use it. This would be achieved by including the options for assigning logic to the template (payment method, donation type, etc.).
1 vote -
Campaign Main Page
Currently when you are on the Campaigns main page, you have to either search for the campaign or click on "list" on the left hand side to select the campaign you want to look at. I wish this page had the campaigns already listed so you could select right there and not have to go to another page. It would be a lot easier and a lot less clicks to get to where you want to go.
3 votes -
memo line on grant checks
Please move the creation of the memo line from the Grant Payment Schedule section to the initial creation of a grant, similar to the voucher creation. It is not intuitive to have the memo line where it is now.
6 votes -
Assigning task to yourself & Outlook event
In CSuite, there is an issue where if you assign a Task to yourself as the assignee, the Outlook calendar event does not show up in your calendar even if you check off the box to send it. It would be so helpful to have that option to automatically receive the Outlook calendar event when a task is assigned to yourself.
4 votes -
Collapse/Expand Files
Please can we have the ability to collapse/expand file categories in the attached Files sections. This would help enormously with overview.
6 votes -
Total in Till for Other Payments
Can you all please include a total in the till for Other Payments? This would be a meaningful improvement for when there are quite a large number of other payments to reconcile in the till.
1 vote -
Prevent Duplicate Fund Short Names
We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.
15 votes -
Scholarship Letter Templates - Sort by Student Name!
We have had several universities complain that the scholarship letter template is messy and that it would be easier if it was organized by student name. After poking around and speaking with a support specialist, it seems this is not possible.
I have attached a copy of our current scholarship letter with fake names to give an idea of how Csuite currently arranges the order of students, which is by individual grant. I've also attached an alphabetized version of the same list of "students" to show a better flow.
You will see on the current version of the template, if…
3 votes -
opportunities
It would be helpful for tasks associated with an opportunity to be marked complete or in some way removed from open tasks when the opportunity has been closed. Presently, the tasks stay active, which requires another step to close an opportunity.
2 votes -
Reporting
Currently, if you want to create a custom report only showing certain GL accounts, when you filter a bunch of accounts, it lists all of them at the top of the report in the filter section and when you export the report. It would be nice to be able to hide that field so when looking at the report or exporting it looks clean. The goal is to use some of this reporting for managers, but listing 20 accounts that are being filtered makes the report look messy.
1 vote -
Parent Org Unable to View Child Org Details in Portal
We utilize the parent and child org relationship quite a bit in our system. In CSuite, when you review a parent org's grant history, all grants received by both the parent and child are listed. It does not appear to do the same within the portal. When the advisor for the parent org logs in, only those grants received by the actual parent are listed. This means a separate log in would be required for each profile within the parent/child family....and often this would be the same person. It would be great that a single log in as the parent…
1 vote -
Add File Category column to Portal
When files are shared with Fund Advisors or other within the portal, display the File Category name as it's own column beside the Description field or beside the date to allow an additional sort option and descriptor.
2 votes -
Set both a default email tax receipt and print tax receipt templates by fund
It would be helpful to be able to set both a default email tax receipt and print tax receipt templates by fund. Currently you can only set one default per fund but we want to include an image of a signature for an emailed tax receipt but want to sign printed tax receipts. Being able to setup two defaults could make this possible without significant work.
3 votes -
Ability to customize posted voucher screen to include custom fields
When viewing the voucher screen, it would be nice to be able to customize it to your own viewing needs. As a person who is paying the vouchers, perhaps I would like to see what type of payment we are issuing. We have set up the custom field to include various payment types including ACH, direct pay, autopay, check, etc. but have not way to see this information other than filtering the screen to see just one at a time. A customized screen would alleviate those additional steps.
2 votes
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