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253 results found
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Bank Reconciliation Note Section (Left Side Menu)
Can we add a Note Section to the left side menu of a completed Bank Rec?
14 votes- (02-13-2025) Bank Reconcile - Settings: Add a new setting "Enable Bank Reconcile Approval". Enabling this setting will add a new column to the Bank Reconcile list of accounts titled Approved By. This will allow a user (with display and list permissions to Bank Reconcile) the option to approve the reconciliation. The user that approves the bank reconciliation must be different from the user that reconciled the account. If the account is unreconciled, the approval will be removed. Two additional columns, reconciled by and approved by, were added to the bank reconcile page. These columns will be populated by the user that reconciled and approved the reconciliation from this point forward. Historical reconciliations will display Foundant Technologies in the Reconciled By column.
- Bank Reconcile - Log: Add the actions for reconcile, approve, and unreconcile to the logs.
- Bank Reconcile - Notes and Files: Add a left-side menu option to add a…
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Calendar View in CommunitySuite
Would really like to be able to see a calendar view of tasks and deadlines in CommunitySuite or be able to integrate with their Outlook or Google calendar.
15 votes -
Task Calendar Invite
Currently we us Outlook 365 and the Outlook desktop program. When I create a task for myself and choose to send a calendar invite, outlook does not allow me to save to my calendar (on the desktop version OR the web version) This means its double duty to create a task so I can track in the CRM system AND then have to create my own calendar invite. This gets to be really redundant and time consuming. Would love a fix or a work around that is not sending my task to another employee to have to send back to…
26 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,
Tess14 votes -
Recurring Donations - auto create task for next recurrence
I believe it would be helpful/beneficial to have a Task automatically created for each initial Recurring Donations. This can prevent missing any RD that need to be posted for the intervals to continue.
When a RD is created via online the first donation is automatically posted BUT the actual RD is not. With not "Posting Donation" in the RD itself the intervals do not continue. Ideally, in the task page on the left menu under Me there can be a category "Recurring Donation Tasks", and from here we'd be able to view those that NEED posting in order for…
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Spelling error in system data - "Doner" vs. the correct "Donor"
I want to resurrect a suggestion that was archived. This misspelling in the system can appear like our error when working with board and volunteers on tasks. please correct. I have attached the original post.
10 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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aallieri@cfpbmc.org
Create pop up window upon logging into CS showing all tasks assigned to the login email that are due or overdue.
7 votes -
Add Household Steward as field in Opportunity Reports
Stewards are on our household records, but some completed opportunities are on individual profiles. When running reports, I need to pull steward name. Please add household steward as field in Opportunity reports.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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scholarship header
Add Scholarships as an option on the header that has home/grants/funds/tasks etc. Thank you
5 votesThose top quick menus can be any of the objects listed on the home page. Reach out to support and they can add scholarship to the top for you. It will be for the entire foundation, not a per user setting.
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Voided Checks - transactions should reflect both issue date and void date
We just discovered that when you void a check at a future date, the original transaction disappears. There should be a record of the original check, then the voided transaction should reverse the entry. For instance, a check issued in December, but voided in January should still should in the GL in December. The transaction completed disappeared.
17 votesAdded the ability for voided checks to display on the voucher record. This will allow clients to see the void on the voucher and help with transparency for year-end audits. Voided checks will now display in red on the bank reconciliation. Clients can now sort the bank reconciliation by check number to easily see the check and void.
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task report missing steward name
Add Steward Name or Assigned Employee Name to Task Report when Tasks are created without being associated to Opportunities.
1 vote -
Profiles with Assigned Task
Is it possible to have the Assigned Task list to show the Profile name so you are not doing duplicate task?
10 votes -
Edit list of available Task Types
The drop down list of Task Types does not include all the types of tasks I want to track or assign. I can't seem to find any way to edit this list. I can leave the task type blank, but It would be great if you could either simply type in the task type, or edit the available drop down menu.
2 votes -
task email alert
When creating a task, while it's nice that there is a calendar invite option, it would also be nice if there was an email alert option. So on the day that they task is set, the system would send an email to me to alert me of the task. This helps with two things - one, since my calendar is through outlook 365 any calendar invite I get doesn't actually add to my calendar so this feature is pointless for me. 2nd, we have a couple employee's who don't "live in the system" (log in every day) because their job…
2 votes -
TASK Reports - need to report on who actually entered the task
Task Report entered by: need to be able to report on who created the task.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Task list should show profile
I'd like to see a column with the profile name when looking at my task list. I know the task itself is hyperlinked to the profile, but I don't always want to go to the profile, just want to see the name of it.
11 votes -
Till Deposit - Report Date
Please change the date on the Till Deposit report header to be the date of the deposit, not the date of creation of the deposit into CSuite. We frequently finalize donation entry in the till after the date of the deposit, and therefore don't enter the deposit until donations are completed and verified. Example: Till Deposit 563 - 5/18/20 should be "Till Deposit 563 - 5/12/20" when the deposit date was 5/12/20.
17 votes -
rhondap@lcf.org
Create a standalone task report to display tasks that are not a part of an opportunity. Thank you!
4 votesA Task report is available in Custom Reports. This report will include tasks and opportunity tasks. If you do not want opportunity tasks on the report, filter Op_ID is Null.
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Add Proxy Information in System Log when Login As is used - Audit Purposes
When I login as another CSuite User and then make an update, the system log shows the action was made by the CSuite User, not by me proxied in as the CSuite user. Is there any way for you to record in the system log when an action has been completed by someone else proxied in as the user? We feel this is critical for audit purposes.
14 votes -
Profile Filter List should be alphabetical
When adding a filter for profiles, the very long list is not alphabetical. Thus it is hard to search. It would be a lot easier if the list was alphabetical. It is below:
Deceased
Deceased Date
Sex
Type
Profile Type
Profile Fund Category
Profile Is
In Household
Grant Type Interest
Service Area
Donated to Fund
Donated to Fund Group
Donation Amount
Donation Date
Donor Amount
Granted from Fund
Granted from Group
Grant Amount
Grant Date
Grantee Amount
Grant Cycle Donation
Grant Cycle Grant
Grant Cycle Request
Scholarship from Fund
Scholarship from Group
Scholarship Amount
Scholarship Date
Student Amount
Invited to…39 votes
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