1213 results found
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Check Detail Attachment
We use the "Detail Attachment" to send to grantees with checks that have 5 or more grants, but it could be even easier! Please add the following 2 things:
Our name! Our foundation's name isn't anywhere on this attachment, so I have to add it manually to the pdf.
The check number
If this attachment gets separated from the check - and let's be honest, that can easily happen - the grantee needs to know who this is coming from and the check number for accounting purposes.
3 votes -
More Customization Language
Some of our fund holders are confused by some language and say it is not intuitive and feels too "jargon-y." We appreciate the option to edit language on some of the headers, it would be great to extend that to more places on the portal. We add instructions at the top of each page, but sometimes that isn't enough.
Some specific requests we've gotten to update the language are:
"COPY" button under the grants tab.
"Search Grantee" and "Manual Grantee" buttons when requesting a grant
"Description" and "Additional grantee contact" when requesting a grant.
Titles of each page after we've…4 votes -
Grant Recognition Options
When requesting grants, fund holders should be able to select how they would like to be recognized. They should be able to select between fund name only, fund holder name, address, and email.
Often times our fund holders select different recognition options for certain organizations outside of anonymous or not. We encourage organizations to send thank you letters to the donors and this helps make that connection.
4 votes -
Inactive Grantee, but not Inactive Vendor
Inactive Grantee, but not Inactive Vendor. I recently needed to correct activity that was improperly processed as a grant. I made the grantee profile inactive, and it also made the vendor profile inactive. The vendor designation is correct as the activity should be processed as a voucher. Ask: have the inactive flag seperate for grantee and vendor.
1 vote -
Fund Module - sort relationships by Fund Profile Category
Sort relationships to fund by Fund Profile Category
2 votes -
Security Issue: Inactivating a User
We have a security issue that I hope can be addressed. We need to give someone the ability to inactivate a user without giving them extensive access throughout CSuite. This is necessary for immediate off-boarding. Right now, the only way to provide the ability to inactivate someone is to give them Edit permission on Users. Once you have that permission, you can add anyone to groups, sufficient enough to give almost anyone system-wide permissions. That’s sensitive and dangerous. We just want to give someone the ability to do user maintenance functions, such as resetting a password, unlocking a user, or…
11 votes -
Manual Sort Order in Giving Hub
Please allow for the giving hub to be manually sorted. This could be a sort order field on the fund record that allows for a number to be input, indicating the order it should appear on the giving hub fund list. It could also work in tandem with the currently alphabetical sort, sorting funds alphabetically that do not have a sort order set.
1 vote -
Split Interest Payment Schedule
On the Split Interest Payment Schedule, is there a way to edit the headings so it also refers to what box number of the 1099R that each amount should be populated in? And put the columns in the same order as the 1099R?
1 vote -
CGA Split Interest Federal Withholding
One of my CGA annuitants has federal withholding withheld from her payment. There isn't an option on the Split Interest Payment Schedule for this amount. Please include a column for this amount.
1 vote -
Tributes and Stripe gifts
Stripe gifts come into Csuite posted. If a tribute is added to the donation in Stripe, the tribute does NOT go into the tribute bucket. Also, there is no way to edit the tribute. We need the ability to make changes and add the tribute into the tribute bucket in order to properly notify people
9 votesThere is an option now to clear a tribute and and then add the correct one. I realize this is not the ask for the request, but it is a work around at this time.
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recurring invoice
Please add capability to set up recurring invoices for incoming cash payments such as rent that is received on a regular basis (most commonly monthly in our case)
4 votes -
Scholarship Payment Report
The default scholarship payment report includes voided checks so payments are listed twice with no notation that the payment check has been voided. When creating custom reports, there is no filter to exclude voided payments. I was advised by foundant support to export two different reports to excel and use a merge query to combine reports. Maybe that sounds easy and doable but not to me. It would be helpful if a we could run a report that shows actual payments.
6 votes -
Add "Are you sure you want to copy?" to all copy buttons
The copy buttons don't require any confirmation that you actually want to copy prior to the copy being completed currently. This is an issue because it is often next to "edit" or "merge" buttons, so it is fairly easy to mistakenly click from time to time. Additionally, it can be fairly easy to miss that you did copy the record since the only indication is a refresh of your screen in most cases, so this can result in duplicate records and confusion. A simple screen asking if you want to copy this record would avoid this without causing too much…
12 votes -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
49 votes -
Restricting access to funds
A way to restrict users' access to internal funds, either through permissions or other means. We have sensitive operating funds related to compensation that we wish to restrict access to.
1 vote -
Add an edit feature to the distribution calculation
Please add an edit option to the distribution calculation after you click review and before posting. More than 100 of our scholarships have a defined payout. I change each amount to the defined payout which is shown in the distribution type. (We have 25 different distribution types with a define payout). Sometimes I hit the enter button and it goes to the next page before I finish. Would like to be able to go back in and edit the remaining without creating a new distribution calculation. Also with our funds that we calculate the distribution amount that goes to the…
6 votes -
Admin Fee Report in Funds
When running an admin fee report within a fund, it only includes fees that were charged in the quarterly process or done manually. It does not include transactional admin fees charged for each donation, grant, etc. in this report. This can make it difficult to get a complete picture of the fees charged to a fund. It would be ideal if this report included ALL admin fees charged to the fund. Thanks!
22 votes -
Include external people on tasks
Would really like the ability to invite external people, such as financial advisors when they are sending out tasks from CommunitySuite. Ideally, they would be able to select profiles from within CSuite to add to tasks, which would send the invite to the staff people and the external person's calendar.
4 votes -
Birthday/Anniversay alerts
A simple idea that would help us a lot is to have checkboxes for alerts of important dates such as birthdays, anniversaries, etc when creating profiles. A step better would be receiving an email with this alert . Would be much easier than setting a task for each date for every profile .
4 votesYou could create a report with a relative date filter that is sent to your email. That might help with this request!
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Donation Portal Fund Grouping, Nonprofit Service Area, and Tabs
Thanks for all the great recent donation portal updates! I like that we now have the option to show the fund's grant type on the fund listing page. It would be great if there was also the option to group funds by their grant types like how the nonprofit directory works. We like that the nonprofit directory includes the grant types, but it would be great if service areas could be an additional way to filter this page. In addition, it would be great to be able to reorder the tabs that appear on the portal. We don't currently have…
13 votes
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