1400 results found
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Add Donation
Thank you for the updates to the Add Donation page. I wanted to share a few observations that might help improve the user experience:
The Process button currently appears in the middle of the page, which can feel awkward unless you’re on a larger monitor.
Since most of our gifts come via check, the workflow for entering check donations could be more intuitive. After selecting “Check,” the next section is Tributes, and the Check Number field appears much further down. On smaller screens, this makes the page feel cramped, while on larger screens, it feels overly spread out and difficult…
15 votes -
Don't Require a Primary Fund Advisor
We have many funds with both spouses as Fund Advisors, neither should be "primary" but C Suite forces one to be primary and it can't be unchecked. Please allow the option not to have a primary Fund Advisor. We don't want either to be primary but C Suite doesn't give us the option to remove the primary tag.
Please see this previous Idea Lab post with many votes that requested the same thing but Foundant's response was that the primary tag could just be moved to another Fund Advisor. That response does not address the need. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45764248-would-like-ability-to-change-fund-advisor-to-not-p
Thank you
11 votes -
Update opportunities so new funds can be created easily from the opportunity
Add three new features in opportunities, that would allow us to (1) merge Deed of Gift templates with data (much like the send letter field does now), (2) create the fund in CSuite, and (3) have the notes carry forward from opportunities to the new fund profile.
Ideally, we would have these additional fields in the opportunity that we currently use in creating a fund related to the Deed of Gift in the opportunity:
- Name [of fund]
- Group
- Division
- Internal Description [which we use for the Fund Purpose]Then, two new left side menu options in…
7 votes -
Journal Entry Sort
Currently, journal entries are displayed sorted by debit and credit values, which makes it difficult to review and approve entries efficiently.
When comparing entries against the entry spreadsheet, which lists them in the order of journal entry ID, the current sorting method disrupts the sequence and increases the likelihood of oversight or error. This misalignment between the system view and the entry format complicates the review process and slows down approvals.
Requested Change:
Please update the journal entry review interface to list entries by journal entry ID by default, rather than by debit/credit values. Alternatively, providing a sorting option that…36 votes -
Grant Payment Date vs. Check Date
The payment date for grants should automatically become the check date. It doesn't make sense for the payment date to be the date it was approved by us and causes confusion with donors wondering why organizations haven't received checks when the payment date is before the grant date and/or before the date checks are run.
6 votes -
Task/Note Types
When clicking on a Note/Task Type ID number under Opportunities, List Types, please add the ability to list all specific notes/tasks associated with that ID number. For example, when clicking a Profile Type category ID, you can click List Profiles, which displays a list of all profiles with that Profile Type. I want to see all the notes/tasks associated with that type.
6 votes -
Show GLM Reports in CSuite
When you go visit an organization's page in C-Suite, it would be great to show a list of GLM submissions that you could click to open the PDF, much like the list of grants can open the individual grants. These could be arranged by date, so you could easily see the most recent.
11 votes -
Optimize Additional Image field to format better on desktop and mobile
Please make the Additional Image field optimize better for desktop and mobile!
When the Additional Image is added to a fund page on desktop, it adds a ton of white space. On mobile, it expands and cuts off the image.
Since the fund image is best for square images, we use this field for rectangular shaped logos and banners. Between the two bad options for how it displays, it's not a very useful image field - which we desperately need to brand our funds!
5 votes -
Short Description separation from Long Description
The short description and long description of a grant request on the catalog is not differentiated in any way. This looks a bit messy to the donor who may only want to glance at the short descriptions as opposed to reading the entire long description for each grant request. It would be very beneficial if there was a separation between the short description and the long description such as a line, a larger space, or even just bolding the short description and not bolding the long one.
9 votes -
Show Organization Name in Charity Check Log
Add organization name as a column in the charity check log to more easily confirm that the right Tax ID is in the profile. Right now, if you need to confirm that a grantee has the right Tax ID on file, you have to run a new charity check.
10 votes -
Task Reports Not Connected to Opportunity
It would be extremely helpful to be able to use the custom Tasks report for tasks not connected to an opportunity. It seems strange to me that we have the ability in CSuite to link tasks to Donors, to Funds, to Gifts, etc., and then are not able to report out on the details of those Tasks. I know we are not alone in using Tasks outside of tracking Opportunity Tasks. Using tasks has become a way for us to manage our workflows internally across departments, so would like to see more robust reporting that matches the existing functionality.
9 votes -
Duplicate Names - Separate by Type of Profile
Allow Potential Duplicates to be separated by type of profile: for example separate potential duplicate org profiles from potential duplicate individual profiles. In the screenshot included, you'll see individuals and orgs are in the same list.
7 votes -
Changing and Customizing the Buttons in Portal
Allow us to customize and change the Changing and Customizing the Buttons in Portal "Previous Grantee or Fund, Search Grantee, and or Manual Grantee"
5 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.
4 votes -
Add Tribute to Online Donation Email Body Content
It would really be helpful if Tribute was an available field in the Donation Content area, Online Donation Email Body. We had a case where a series of online donations were made to a fund, all with the same description and amount, but honoring different people each time. What the fund advisor receives are multiple emails, all looking identical, since the Tribute field isn’t available to show why they are different. If we could add the Tribute field to the content area this would be much clearer for the fund advisors.
14 votes -
Enhanced User Login & Engagement Tracking in Community Suite
We push people to the Portal a lot, but right now we really don’t have a good way to see how often people are actually logging in.
We can’t easily tell who’s active, who hasn’t logged in for a while, or whether people are using the Portal the way we hope they are. Without that info, it’s hard to know what’s working, where users might be getting stuck, or how engaged our fund advisors and other users really are.
It would be incredibly helpful if C-Suite could make basic login details—like last login date, how many times someone has logged…
8 votes -
Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field
The description field for a fund beneficiary grantee has a limit around 250 characters. This is where we enter the grant purpose for these organizations so they understand how to use the grant. We have several funds with purpose language that is much longer than 250 characters. It would be helpful to expand this field to have an unlimited character limit.
9 votes -
Archive closed bank accounts
It would be nice if we could archive a closed bank account. Thanks!
11 votes -
Allow Internal Grant Letters to Pull Receiving Fund Fund Advisor Info (Name/Address)
When generating an internal grant letter (e.g., a DAF granting into an Agency Fund or Field of Interest Fund), foundations may want to notify the receiving fund advisor that a grant has been made into their fund.
Currently, there are no available merge fields that allow users to pull:
-The primary fund advisor of the receiving fund
-The receiving fund advisor’s mailing address
-Other advisor contact details from the receiving fundThis limitation makes it difficult to automate internal notification letters for:
-Interfund grants
-DAF → Agency Fund grants
-DAF → Field of Interest grantsCurrent Limitation:
Internal grant letters…9 votes -
Checks Content - Remove Detail Attachment
We were in hopes of streamlining our communication with our payees when an ACH payment was processed. We enabled the check content but were disappointed when we tested the process that an automatic pdf is created that lists what Fund the payment is coming from. We would like the pdf to be an option that can be turned off OR have an option to not have the Fund shown on the pdf.
16 votes
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