1126 results found
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Color code outward facing fields
In an effort to keep us from changing a field that is outward facing PLEASE color code them all a certain color. It is difficult for us to keep track of which fields have an effect on the portals. Having them all a certain color would keep us from changing them unintentionally.
61 votes -
Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data
In an effort to move to more ACH payments, we would like an integration of a cloud-based, third party billing service. At our foundation, we have no interest in collecting our vendor and grantee's sensitive bank information and storing and entering it ourselves. That is why we believe a successful third-party billing option is the best way to go. We have heard that CSuite is experimenting with Bambora, however, upon our research, we find that this may not completely suit all our needs. Has CSuite looked into working with another billing service, like bill.com, for instance? If not, I suggest…
18 votes -
Custom Field in Tasks
We would like to be able to add custom fields in Tasks. One data point we have tracked in Salesforce is whether an activity/task is a "quality contact". For example forwarding an event invitation might be a task, but forwarding a news story and including a special message that encourages someone to consider making a grant might be a "quality contact" task. We use "quality contacts" to measure our client relations team success. If we could add a check box to Tasks for "quality contacts" that would be great.
20 votes -
Multiple contacts for Organizations
It would be helpful if we could enter multiple contacts for an organization based on the inquiry (director, grants, treasurer, etc.). As of now, we either have to put additional contacts in a note or create multiple profiles for the same organization in order to have multiple contacts.
46 votes -
1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
8 votes -
Portal / Dashboard: for campaigns
Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.
4 votes -
Add the ability to import custodial statements
We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.
4 votes -
Wealth search third party software to integrate with CSuite
We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.
24 votes -
Print/Generate Fund Statements grouped by Fund Advisor/Individual
Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more…
31 votes -
Create New Fund Online and Edit Existing Fund Online
As a foundation, I would like for community members visiting my website to be able to select "Start a Fund" from my website and enter details/intentions about that fund.
Additionally, when fund advisors are logged in to their existing fund through the portal, I would like them to be able to request changes to the fund: Ex.: investment strategy.
5 votes -
Custom Field Type - number option
It would be great to have a # option in the custom field types, that can then be counted or sorted like other numbers in a Report.
42 votes -
investment strategy: option set a dollar amount
It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.
19 votes -
Recurring Grant: Calendar End Date Option
When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…
41 votes -
Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.
We have donors who have designated multiple fund beneficiaries and request that one beneficiary receive a dollar amount, and then the others receive percentages of what is then available each year. Or several beneficiaries are to receive specific amounts and a final one to receive 100% of the residual. The work-around to set up recurring grants and process them before the percentages kick in is an opportunity for mistakes and is not sustainable for these perpetual grants. Please create the option of having a blend of percentages and fixed amounts so that we can fulfill donor intent efficiently. THANKS.
47 votes -
Navigation: Shift-Select Multiple Checkboxes #letshifthappen
When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.
letshifthappen
48 votes -
Express consent to share donor info with fund holders
In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.
The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:
[_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…
61 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
26 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.
43 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.
88 votes -
Bank reconciliations - option to hide checked items for easier list of open transactions
It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.
47 votes
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