1143 results found
-
Bring back the option for archived campaign to show on a profile!
I love the ability to archive campaigns and get them off the campaign list, but we would like to be able to continue to see some of the campaigns on profiles. We track programming participants through campaigns and we would like that history to remain easily visible on their profile.
22 votesThere is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
-
custom fields
Please add custom fields that come with date and comment fields. The date so we can easily see when a particular custom field was last updated, and comments gives us the ability to add more details. This would be a huge enhancement. Similar to Raiser's Edge functionality.
2 votes -
CommunitySuite Upcoming Releases Page should have a link to the product roadmap
I like to check the Community Suite release notes and frequently visit the upcoming releases page (https://support.foundant.com/hc/en-us/articles/8239927327127-CommunitySuite-Upcoming-Releases). Right now there there isn't anything upcoming and has this message:
We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
Coming SoonCheck back later for more upcoming releases.
What would be helpful is if it also linked to the product roadmap on this page so we can see the ideas that may become an upcoming release: https://idealab.foundant.com/discovery/roadmap/16777
4 votesThe link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
-
Clear Charity Status Check on Grant when Changing Grantee
When changing a grantee after having ran the Charity Check in C-suite, it would be great that the Charity Status Check gets cleared with the change as right now it keeps the date from the previous grantee and doesn't stop you from pushing the grant to GLM if using that function.
1 vote -
(multiple) Stripe Accounts
Is it possible to have different stripe accounts for each affiliate/supporting organization’s giving hub URL ?
5 votes -
Is it Nickname (Profile field label) or Nick Name (Reporting field label)?
I love the new Nickname field! We had a custom field that we were using for Nickname, but today I exported our custom field nicknames, then imported them into the new Nickname field and then removed them from the custom field and deleted the outdated custom field. In doing all that, I noticed that in Reporting when you select fields or filters that the field is labeled "Nick Name". Would it be possible to get it to match the Profile field label which is "Nickname"? Thanks!
0 votes -
Include the new nickname field on org profiles
It would be very helpful to have the new nickname field on org profiles. We have both primary contacts for orgs and orgs that have nicknames.
0 votes -
Fund Advisor Tab Options Default
Have the ability to have certain tabs on the Fund Advisor Portal default to "Remove/Add from/To Everyone.
We don't currently use the majority of the tabs and I have to remember to turn these tabs off when adding a fund advisor. It would be helpful to have these already default to "Remove from everyone" instead of individually edit.
5 votes -
Add Profile ID to Profile Type Report
Would love for Profile ID to be be added as a Field on the Profile Type report. When working to maintain the data integrity, particularly within Profile Types, it's incredibly difficult and time consuming to do when you cannot easily get a count of profiles that are associated with each Profile Type. By adding Profile ID, I'd at the very least be able to export all to Excel and create a pivot table.
1 voteProfile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.
-
can two emails be used for household profile
It would be great if both husband and wife email addresses could receive notifications when changes are made to the fund account. Like when money has been added.
1 vote -
Export CSV order for Campaign Mailing List
We would like the export order to be address name followed by work title then label. For organizations this shows the primary contact, title, then the organization name. For individuals and households, we do have to delete the address name because it is a duplicate of the label. Having address title at the end of the export doesn't make sense (although I greatly appreciate it being added!)
1 vote -
Change Fund History Total Grants to not include unposted grants
When a user is on a Fund and selects History, it will list Total Grants with a dollar amount. We discovered that this total will include unposted grants and clicking the link for the backup list of grants does not include unposted grants. This is confusing and needs to be fixed.
We'd rather Total Grants under Fund History did not include unposted grants in the total. Or if unposted grants are part of the total, at least include them in the linked report.
6 votes -
Portal: Customize or Options for Home Page
Create customizable options for the Top Donor's and Top Grantees charts on the home page. Many of our donors fund their DAFs with a single contribution, like an endowment. In this situation, when the donation is past the default date, which looks like the last 12 months, the donor is welcomed to a blank and confusing screen. A sample is attached. If there was a way to change the default date that is shown in the top right corner that would be great, or simply showing all donations, would be good. A blank chart looks really bad and is confusing…
4 votes -
fund column in post all donation page
Currently, when bulk posting donations, we don't have the name of the fund available, just the donation number, name and amount. Having the 'fund' name available when bulk posting donations could assist users to know/choose which donations they need to post.
1 vote -
Custom Reports
It would be very beneficial if you could use the result of a set of search results as a "starting place" for a custom report. As an example (see attachment), I ran a Profiles List filtered by Engagement Strategy. It gave me a nice list of what I was looking for except for some custom fields I had added to the profiles. Now I want to simply add those custom fields to this set of search results. If I could save the search results as the start of my custom report, all I would have to do was add my…
1 vote -
Add Rich Text Editor for Fund Detail Summary
Having the Fund Detail Summary is a great addition for the Giving Hub. But what would make it even better if there was a WYSIWYG for that field to easily add links and photos. Having to use HTML coding makes it extremely cumbersome and there are already WYSIWYGs in other CSuite fields.
4 votes -
Apply to Spendable for Scholarship Refunds, particularly Post by Payment
From recent experience, if you receive a refund for a scholarship endowment that was marked post by payment, there is not a way to Apply it to Spendable when entering the refund on the scholarship record (which is where knowledgebase recommends you enter it). You have to either do a manual distribution or a journal entry to have the amounts go back towards the spendable balance.
Having a checkbox like you do for grant refunds to "apply to spendable" when entering the refund would be MUCH easier than having to take these additional steps to correct the spendable balance.
4 votes -
Allow Multi-fund Vouchers through Portal
Allow Multi-fund voucher requests through the portal. We have fiscal sponsorships that have multiple funds for grant-tracking purposes. They need to pay invoices/vouchers from multiple of the grant funds without having to submit 4 voucher requests for the same invoice. if this cannot be done, PLEASE allow online voucher requests to be changed to multi-fund once they're created in CSuite.
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
10 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.
-
Scholarship Letter Templates - Sort by Student Name!
We have had several universities complain that the scholarship letter template is messy and that it would be easier if it was organized by student name. After poking around and speaking with a support specialist, it seems this is not possible.
I have attached a copy of our current scholarship letter with fake names to give an idea of how Csuite currently arranges the order of students, which is by individual grant. I've also attached an alphabetized version of the same list of "students" to show a better flow.
You will see on the current version of the template, if…
4 votes
- Don't see your idea?