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1077 results found
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Bulk Make Student Grantee/Payee
To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation of duplicate profiles and it just time consuming. A bulk make the student the grantee/payee on the scholarship option would save all of this time when working with these types of awards. It would be necessary to have either a bulk override of the charity check for these student/payee/grantee profiles or CSuite to build in logic that would automatically skip the charity check if the grantee/payee is also the student. Either option would help to process the scholarships through the grants area in a more efficient way.
To help increase the efficiency of processing scholarship payments that need to be payable to the student; a bulk action to set grantee to student would be beneficial. Currently, it requires creating the student profiles in CSuite first via a bulk import with the is grantee, is vendor, is student designation then you have to create the scholarship award (manually, via import or through integration). If you use the SLM integration you must set the student as the grantee/payee on each scholarship one by one. This is a very tedious process that leaves lots of room for error, the creation…
16 votes -
DonorSearch
DonorSearch Integration - If Csuite was compatible with DonorSearch, it would make data management of both systems a lot easier. Importing and exporting data complicates things.
2 votes -
Journal import field/column mapping
it would be nice and save a tremendous amount of time if the journal entry import was a field or column mapping process. The strict formats provided are tedious and take a lot of time to format prior to import.
2 votes -
Add ability to bulk edit Add Beneficiaries to Funds
We have several fund groups that have the same beneficiary and we have to add them individually. It would save a lot of time if we could bulk edit the fund group to add beneficiaries.
2 votes -
Merchandise sales for items that all proceeds are to benefit the Fund
Currently event ticket sales is the only place to post an item to sell where the proceeds will benefit the fund. This is confusing for some folks how it appears to the buyers. We are selling a book where the proceeds will benefit one our funds. In the future there could be campaigns selling a t-shirt or other items with all proceeds benefitting the fund.
1 vote -
Integration with Kennedy Directory/Official Catholic Directory
In addition to verifying a grantee is a valid 501(c)3, Catholic Foundations have to confirm that the organization they are granting to is verified with the Official Catholic Directory to ensure they don't support anything that is not in alignment with the Catholic Church's standards. Stellar has an integration with OFD, so information flows into grantee profiles form OCD.
2 votes -
send csuite grant to GLM
Send CSuite grant to GLM for reporting purposes
2 votes -
Yearly Tax Receipt Template - add fund public name
For yearly tax receipts, allow the fund Public Name to be an available template merge field. Given that the receipt is a public facing document, the fund public name should be able to be used rather than the internal name which may include internal language.
6 votes -
Post/Approve Grants Steps
When posting/approving grants, if there are no more grants to be reviewed, why do we have to then click to return to the grant you just approved? This extra step will really make a difference in Q4 when we're posting several hundred grants.
1 vote -
Nonprofit Directory Catergory colors
Please update the website so the colors on the category buttons can be adjusted. Currently, there is no way to edit these, and they are illegible to users.
1 vote -
Ability to bulk update profiles links from Household Members
Household is setup with members but the members, in the profile module, do not have profile links setup, for instance SPOUSE. Would be great to be able to bulk update the members to automatically assign a profile link to the members instead of manually adding.
2 votes -
Financials Tab for Organisation Profiles
Please can you consider adding a financials tab to organisation profiles where we can upload relevant information such as revenue, expenses, net income, assets, liabilities, net assets for an organisation. And if we could add/filter by financial year, that would be super.
2 votes -
Bulk checkmark Yes as "share" in attachments of fund
When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.
2 votes -
Fund Advisors List
In the Giving Hub if a Fund has multiple FA can they be listed within the Fund.
1 vote -
Fund Advisor Overview
For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?
1 voteThere is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal
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fund statement - add semi-annual interval
A fund statement interval (statement type) of semi-annual would be useful to us.
Thanks for considering.2 votes -
990 Donor Report: Ability to generate based on profile type
On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.
2 votes -
Favorites
Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.
2 votes -
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
21 votes -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
15 votes
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