- or
No existing idea results
- ~ No ideas found ~
1077 results found
-
Require approval of ach information on vendor profile
It would be great if there was an approval process for entering ACH/banking information on the vendor profile. This would confirm there were no typos during the entry process.
17 votes -
Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report
For staff answering questions from nonprofits about grants they received, it would really help to have the Anonymous flag in the grid so it's easy to see and make sure they don't divulge donor names if they are not supposed to.
19 votes -
bank investments integration
Hi Foundant, was wondering if at some point you will have some kind of integration between the investments companies like UBS, and community suite, like the one we have for donations and stripe, will be super helful when we are working with investments accounts
22 votes -
investment performance
It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now, there is nowhere in the system to get a good idea of what that looks like. We can request that information from the investment manager but it would be nice to be able to compare that to what we show in the system.
It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…
22 votes -
Log for Online Grant Requests Before Creating the Grant
Currently the first log item for an Online Grant Request is once the grant is created. However, the grantee can be changed before the grant is created. If an incorrect change was made to the grantee field, there's no backup of the original Fund Advisor's request. Please have the log show when changes are made to the grantee before the online grant request is created.
37 votes -
Filter by custom field
When filtering a custom report on a custom field, it would be great to have the "Match Type" control - "exact", "contains", or "begins with".
12 votes -
Improve CSuite grant copy function with current grant date and pay schedule dates (& other fields)
Just tried copying a grant in CSuite - sweet! However, once you copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates. Also, the expense account does not transfer over. And, as we now have custom fields, any custom fields too - thanks!
13 votes -
Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
33 votes -
GL History Report - include check number for voids
Currently, the report shows "void of check" in the description, but if it included the check number (or had a specific field for check number) that would be incredibly helpful. We currently need to run a void check report which lists all voids and cross reference, which isn't great.
25 votes -
inactive users - remove from assign to task list
Remove inactive users from the Assign To search box when creating a Task. When creating tasks inactive users are still listed as options to assign a task to which makes the list of users cluttered and can cause a task to be assigned to a former employee.
27 votes -
Filter by TOTAL Donations in Donor Report
We would like to be able to filter the donation report by cumulative donations in a specified time frame. We send certain mailings to donors who have cumulatively donated $501+ per year (even if they've made multiple $100 donations to equal $501+) and right now the Donation Amount filter only filters those who have made a one time donation of $501+ or more. We also send certain mailings to donors who have made cumulative lifetime gifts of $10k+. There is no way to filter by this option to easily add to a Campaign.
25 votes -
export in same order as shown in financial report
Export data, such as detail transactions, in the same order that is shown on the screen,
22 votes -
Edit Profile Payments
Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.
21 votes -
fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
40 votes -
email - integration with Outlook
Emailing right from a profile. It would be helpful to be able to click on an email in a profile and have it populate directly into outlook.
85 votes -
Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?
Once a grant has been distributed, the spendable is reduced. We would love a quick visual that gives us a link to the full annual spendable by year for the fund(s).
15 votes -
Fiscal Sponsorships/Sponsored Orgs
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's contrary to some of the situations it's most likely to be used for. If that field isn't intended to be used for groups with a fiscal sponsorship, it'd be great if the terminology of the field could be changed so it's more clear. Also, since it doesn't seem to be intended to be used for groups with a fiscal sponsorship, it'd be great if there was a setup for those groups to receive funds.
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…
31 votes -
Cancel Interfund Grant/Donation
We have multi payment and multi year interfund grants/donations that sometimes need to be canceled or reversed. Right now they cannot be canceled unless you pretend to pay it and the pretend to pay it back by the receiving fund. There should be the ability to reverse the unpaid Receivable/Payable without pretending to pay it.
20 votes -
notes by date
Notes descending by date. When we bulk uploaded Notes we found even if the note had a past date, the note was at the top of the list of notes since the order is determined by the Note ID. Allow admin to pick how the notes are sorted.
17 votes -
Add to Calendar on Emailed Event Receipt and/or Event page
It would be wonderful if there was an easy way to include a link that automatically populates an "Add to Calendar" option for events when folks view and/or register for an event. Currently, individuals have to manually add event details, time-date,name, etc to their individual calendars.
49 votes
- Don't see your idea?