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1023 results found
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Balance Swap Account Filter shows closed accounts
In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.
16 votes -
Add option to create a letter from a profile
I would like to have the ability to generate even a simple letter from a profile, so it auto fills name, address and I can take it from there. Add to the "Create" in the left sidebar please!
47 votes -
ApplePay, PayPal, Venmo integration
Looking for a way to collect donations from donors who don't want to write a check or use a credit card (use ApplePay, PayPal, Venmo, etc). Donors are looking for an easy way to make a quick donation on their phone and/or use QR codes for making donations. How can this integrate to capture donor information?
47 votes -
Donation Portal: Event Tickets option to cover the fees
Can we have an option to turn off the "include credit card fees" box for the cart on the Event Tickets tab only? We want it for our Donate To a Fund" tab, but when it comes to Events, we find that if we have an event price=event value (there isn't a donation component in the event price), then if someone includes the option to cover the credit card fees, then an automatic donation letter for the credit card fee amount (less than $2.00) is sent to the even ticket purchaser. We want to keep the option for a DONOR to cover the credit card fees on the donate to a fund tab, but we would like the option to remove that credit card fee coverage on the event ticket tab. Why does a credit card fee classify as a donation for an event when they are receiving training/service?
Can we have an option to turn off the "include credit card fees" box for the cart on the Event Tickets tab only? We want it for our Donate To a Fund" tab, but when it comes to Events, we find that if we have an event price=event value (there isn't a donation component in the event price), then if someone includes the option to cover the credit card fees, then an automatic donation letter for the credit card fee amount (less than $2.00) is sent to the even ticket purchaser. We want to keep the option for a DONOR…
2 votes -
Add Permission to View ACH Details in Profiles
We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.
We would like to the option for a small number of users to be able to view the settings (including the full account number).
This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the merge.
We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.
We would like to the option for a small number of users to be able to view the settings (including the full account number).
This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the…
39 votes -
Blank Tabs grayed out or different color
Now that you've gone to a tab system it would be nice if tabs that have no information under them were grayed out or a different color. Right now you have to click on every tab to make sure you have a complete picture of the profile. If you knew that there was no information under a tab it would save time.
21 votes -
Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on
To assist with knowing which profiles have been created via Stripe, add 'StripeID' as an available field in profile reports for including as a column and as a filter. This will help with identifying duplicate profiles due to Stripe not matching on criteria specified. Not all duplicates show in the Duplicates listing.
12 votes -
bulk upload
It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.
18 votes -
Note block view and sizing s/b across full screen.
Note blocks take up too much space vertically. I think it would be better if the note block covered the screen horizontally with all the ID and date jargon on the top line followed by the note itself. Why is it so limited in the width of the box??? You would be able to see so much more if it went across the entire screen instead of only using 3 1/5 inches across the note block.
18 votes -
Add back Campaign Profile Filters!
We noticed that we lost some of the profile filters when the update to campaigns occurred. We specifically are looking for the "invited to" filter where we could check past/current campaigns to add those profile lists to a new campaign. This is how we regularly build our mailing and event lists, and it was very convenient and easy for us to filter that way in one step. We were bummed to see that filter gone!
20 votes -
grant type guidestar
It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.
48 votes -
Ability to Build Custom Financial Statements in the Reports Section
There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.
25 votes -
New hire training videos that I could assign upon hire
I have them do the walk me trainings but I would love deeper dive new hire training videos that I could assign (beyond the walk me trainings) upon starting work? I have all our initial trainings saved but so much has changed in CSuite since we initially became a client in 2021.
I am aware of YouTube but that is by date order and mostly updates. Looking for a subset of area specific trainings, grants vs development vs finance vs marketing.
Please consider this. Due to updates to CSuite alot of our instructions that were created upon our start has changed.
I have them do the walk me trainings but I would love deeper dive new hire training videos that I could assign (beyond the walk me trainings) upon starting work? I have all our initial trainings saved but so much has changed in CSuite since we initially became a client in 2021.
I am aware of YouTube but that is by date order and mostly updates. Looking for a subset of area specific trainings, grants vs development vs finance vs marketing.
Please consider this. Due to updates to CSuite alot of our instructions that were created upon our start has…
23 votes -
New profile change - updating addresses
With the new profile updates, I noticed that when I change an address associated with a household, it does not ask if I want to update the other addresses within the household. Can we please have this feature restored? I now have to go into each profile and update the address which is time consuming.
18 votes -
Spendable distributions scheduling
The ability to schedule when spendable grants are to be made would be very helpful. We currently maintain a spreadsheet that lists funds, grantees, and timing of grants to know when to go "grant spendable" each year. Being able to set the date to be granted on the beneficiary would be most helpful. I'm thinking something along the lines of the recurring grants process.
20 votes -
Impact Investing
With Impact Investing becoming a more prevalent means of helping our communities, it would be very helpful to have a way to allocate these loans to multiple funds without having to have an outside massive spreadsheet to "revenue share" manually and account for repayment manually to each fund. The loan feature does not work for this as that is only allocable to one fund and Investment Strategy does not work as you can also only allocate one per fund.
17 votes -
auto receipt - ability to disable by campaign
Would like the option to turn on/off automatic ticket receipts by event.
24 votes -
Link Tasks to the Stages in Opportunities
It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do not.
I would love to be able to click a new stage and have it populated with tasks specific to that stage of the opportunity. When that stage is complete, I would be able to select the next stage, that too would bring with it a new set of tasks specific to that stage, and so on and so forth until the opportunity was completed. Stages in opportunities has the possibility to act as a roadmap and if you made tasks in opportunities linked to stages and not time, you could truly unleash how opportunities is and can be used. Thanks!
Posted on behalf of Alex MacLean, Fund Administrator
It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do…
24 votes -
text communication to student applicants
I'm on a call with several scholarship managers, several of whom use foundant and we want to be able to communicate with students via text for reminding them about applications, followups, etc... What a difference that would make!
25 votes -
Bring back counts in Fund Statement generation
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation phase.
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation…
14 votes
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