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1219 results found
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Show Steward Active/Inactive Status in System Configuration Steward List
Show inactive stewards in italics at bottom of the steward list just as inactive org roles show in the org roles section of the relationships tab in organization profiles. Also add active/inactive as report and filter options on steward custom reports and other reports that can include steward information.
16 votes -
non gift tax deductible notifications
For a non-gift, is there a way to generate a notification to thank donors for their gifts that come from another donor advised fund or a commercial fund that do not receive the tax deduction notification?
2 votes -
New Portal: Grants listed in Make a Grant Request
In the Fund Advisor tab, when a user clicks the menu item to make a Grant Request, it leads to a page that lists a bunch of recent grants, but there doesn't seem to be rhyme or reason as to the time frame of the grants listed. I've logged in as different Fund Advisors (with old DAFs) and the grants listed aren't the same time frame. One listed grants as of last May, one listed grants as of last February. It seems strange and arbitrary.
It would be much better to have the Grant Request menu item lead directly to the Create a Grant Request page rather than the extra button click. If someone wants to see their recent grants, they can choose the Grants menu item instead.
If it must lead to the page with seemingly arbitrary recent grants, can we get a definition of what grants are being listed so we can explain it to Fund Advisors?
Thank you.
In the Fund Advisor tab, when a user clicks the menu item to make a Grant Request, it leads to a page that lists a bunch of recent grants, but there doesn't seem to be rhyme or reason as to the time frame of the grants listed. I've logged in as different Fund Advisors (with old DAFs) and the grants listed aren't the same time frame. One listed grants as of last May, one listed grants as of last February. It seems strange and arbitrary.
It would be much better to have the Grant Request menu item lead directly to…
2 votes -
Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts to those donors.
We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…
9 votes -
proxy new portal
New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself.
This is a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.
The suggestion to login in two browsers, still results in the staff person having to log in repeatedly to CSuite in the second browser.
1 vote -
Checks Content - Date Merge Fields
Please make available the US(MM/DD/YYY) DateStyle selected in Site Data in the Checks > Content > Check and Voucher Date merge fields.
Currently only YYYY/MM/DD is available .
Thank you .1 vote -
media file library
There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud
4 votes -
Filtering should include nulls/blanks unless the filter is to exclude it
Currently when filtering on a field to to exclude something, it is also removing all fields that are null as well. For example on a donation report, when I put the filter on the field Donation Type ID so it is NOT "In-Kind", one of our options, then it will remove all "In-Kind" donations from my report as well as all donations without a Donation Type ID, which is every Stripe donation.
5 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
Add option to filter assigned tasks
We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.
4 votes -
Show total (combined) balance of parent and sub-funds for fund advisors
Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?
1 vote -
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.
7 votes -
Recurring Donations & Tributes
It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.
5 votes -
Auto-Format Dates and Phone Numbers for Profile Imports and Bulk Updates
When using the Profile Import and Profile Bulk Update features, it would be great if CSuite auto-formatted phone numbers and dates during the import process. Rather than having to format these phone numbers and dates up-front in Excel, it would be great if CSuite automatically formatted these values during the import process. Getting the choice of how they format (phone numbers with or without dashes, dates with slashes or dashes, etc.) would also be helpful and could be a setting under profile settings.
6 votes -
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.
10 votes -
Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into excel and then combine together.
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
15 votes -
Grant Request Button OPTIONAL
Please make the Grant Request button that appears on Grants AND Scholarships on the new Giving Hub OPTIONAL. The button is not needed for scholarships as they have an application process already (in most cases).
2 votes -
Sync Sandbox to an earlier back up of Live Site
We recently lost a large portion of our custom field data because of a error on a custom field import. As the import had been run in both our sandbox and live sites, we were not able to pull the older data from the sandbox to fix the live site. Foundant cannot pull specific data out of a back up (would need to set the whole system back to the back up date) and so we are stuck with having lost that data. It would be a weight off our minds if we could know there is a work around to sync the sandbox to an earlier backup so that we could recover data in a situation like this. As it stands, we are just going to have re-enter all the data and then set up a series of regular reports to pull to manually back up sections like custom fields for the future.
We recently lost a large portion of our custom field data because of a error on a custom field import. As the import had been run in both our sandbox and live sites, we were not able to pull the older data from the sandbox to fix the live site. Foundant cannot pull specific data out of a back up (would need to set the whole system back to the back up date) and so we are stuck with having lost that data. It would be a weight off our minds if we could know there is a work around…
1 vote -
Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the grant we should see if it is a new grantee and the address information - so we can check if it is one already in our system. It would even be great if it compared for EINs in our system to see if there are potentially existing matches already. It is especially challenging when it is something like American Red Cross when there are multiple branches and we aren't sure if this is one we already have a profile for or if it is one in another city that we haven't.
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…
1 vote -
Comprehensive Money In Daily Report
Comprehensive Money in Daily Report --- why is there no Money In Report which will capture Donations AND Profile Payments/Event tickets which can be filtered/run per day? Currently these buckets of money in live in separate sections in CSuite and we have to pull two different reports.
4 votes
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