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1246 results found
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colour code the Opportunities tables for advisors and connected
Really like the change to how the advisor and connected opportunities show. Coud the difference between these types and the normal connections be colour coded, in addition to the word, or something else format it so that the difference is easily seen at a glance?
1 vote -
Automatic Emails for Opportunities using Stages as Triggers
Please add the option to send out emails automatically based on when an Opportunity's stage is changed/reached.
We would like for CSuite to send out emails automatically, with both an external and internal option, when a particular stage or stages are reached in an Opportunity. This would cut back on much of the tedious work associated with changing stages and needing to send emails manually outside of the system.
This would help a lot with new donors as they receive a lot of communication, as well as with mid-year checkups.
15 votes -
Last Donation Date does not reflect accurate last gift date
Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.
117 votes -
Allow Users to Change Navigation Font and Color
The font color isn't dark or big enough, and if you want to use a dark background, there is no way to change the text to be lighter.
5 votes -
New Fund Portal Doesn't Show Purchased Tickets
Help! The updated fund portal "the portal" does not show ticket sales when using campaigns, if they are not true donations/contributions. This is a change and a negative one! I have sold the campaign function to fund advisors for things like events and or membership drives - but now they don't see ticket sales (non gift) in the portal! If you export a donation excel list, you can see the ticket sales USED to be in there. For some reason, they stopped showing up (unless it's the 3% donation add on). Big loss for function and customer service.
1 vote -
Bringing the Login log up to date with portal login changes
With the coming changes to the portal, specifically, with the multiple paths to login (PIN or ID/PW), this would be a good time to bring the login log up to date also. Some changes to consider maybe be:
Completing the logoff field to indicate whether the logoff was via "Log off" or if the log off was due to a Foundant reset.
Consider an inactivity timeout. An hour would be a good start (an option to choose inactivity minutes would be better).
Log in and log off timestamps (log in Ts already exists).
Add information about the validation method of the login. Was this via PIN or ID/PW? This would be good information.
Thanks
With the coming changes to the portal, specifically, with the multiple paths to login (PIN or ID/PW), this would be a good time to bring the login log up to date also. Some changes to consider maybe be:
Completing the logoff field to indicate whether the logoff was via "Log off" or if the log off was due to a Foundant reset.
Consider an inactivity timeout. An hour would be a good start (an option to choose inactivity minutes would be better).
Log in and log off timestamps (log in Ts already exists).
Add information about the validation method of…
5 votes -
Donors getting Candid/Guidestar data via CSuite
Would it be possible for donors to receive Candid/Guidestar data via CSuite? It would be great if donors could get that information.
4 votes -
Bi weekly internal for recurring voucher
Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.
8 votes -
Change steward on household should ask to change on household members
If I change the steward on the household profile, CSuite should ask if I want to change this on the household member profiles. It feels like more work to have to jump into each profile when we are making a change in a household. But it should ask, because there are cases where the individual members may have a different steward.
2 votes -
Campaigns: Option to add all or primary emails to report
Allow for the option to add 'all emails' or just 'primary emails' from a report to a Campaign. When there is more than one email on a profile, we want the ability to add them all to an email campaign.
18 votes -
Bulk Upload Ids for grant records
We love the bulk update functions in custom reports for grants. It would be incredibly helpful to have the option to bulk upload IDs and then gain access to the bulk options for grants.
For example, we are tracking grants for Hurricane Helene, which requires pulling reports and sorting in excel. It would be worlds more efficient if we could bulk upload grant IDs to mark the custom fields on these grants at once (vs. going one at a time, incredibly time consuming during a challenging time in our state).
12 votes -
Mailchimp Tag Syncing from campaigns are adding Do Not Email profiles
We recently used the mailchimp tag syncing for an event to add the initial invite list. Some of the attendees added were marked in CSuite as Do Not Email, but the sync still added the new tag to their email in Mailchimp so some got the email that did not want them. Just like the csv export, all the emails of any Do Not Email profile should be excluded from the sync so they both should not be added to the audience if they are not on it and they should not be updated with the campaign tag if they are subscribed to the audience already.
We recently used the mailchimp tag syncing for an event to add the initial invite list. Some of the attendees added were marked in CSuite as Do Not Email, but the sync still added the new tag to their email in Mailchimp so some got the email that did not want them. Just like the csv export, all the emails of any Do Not Email profile should be excluded from the sync so they both should not be added to the audience if they are not on it and they should not be updated with the campaign tag if they…
2 votes -
Loan Module
Our organization makes loans to external organizations. It would be helpful if the information from the loan module could be exported to a fund statement. I believe currently only internal loan information is able to be published on a statement.
1 vote -
Grant Letter Email Tracking
Can you make it so that grant letter emails can be tracked? It would be great to be able to run an Undelivered Email report and see if these emails were actually delivered.
2 votes -
export option - Profile/list by date
Good morning, Foundant! I would like to 'export' a list of newly created profiles by the date option. Right now, I have to highlight the profiles created and export it to excel. It would save time to have the 'export' option at this stage. Thank you for considering my request today.
2 votes -
Export donor and fund advisor data in grants tab - grantee portal
In the nonprofit portal on the grantee tab, grantee organizations cant export CC giver/fund advisor data for their reporting, CRM, and acknowledgements. Add selectable options to display and export the CC donor and Fund Advisor name, address, email unless the transaction was made anonymously or the profile is anonymous.
<3 TCF
8 votes -
1099 Indicator box bulk update
Please allow this box to be bulk updated. I'd like to set them all as "Yes" so that when one is "No" it means we've done the research needed to determine that they are a corporation or otherwise exempt.
5 votes -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
1 vote -
Welcome letter
We would like a feature that would generate a "welcome to the foundation" letter template for new funds when they are set up.
2 votes -
The Ability to Toggle Public Facing Contact Information for Fund Stewards
We would like the functionality for our fund steward's business contact information to only show in the portal and have another set of public facing contact data to show on promoted/public funds in the giving hub. this way we keep the personal connection within the portal and sensitive contact information away from the public.
3 votes
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