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263 results found
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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 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
7 votes -
Bank Reconcile - Reconcile List button within the reconciliation
Would love to have the "Reconcile List" button that takes you back to the list of reconciling accounts within the completed bank reconciliation page. As I'm now approving bank recs within CSuite, I currently have to press "Back" and then "Reconcile List" once I've approved a bank rec and I'm ready to go to another one.
6 votes -
Allow users to have their own personal dashboard that tracks stats relevant to their role.
Allow each user the ability to set up their own dashboard so they can see at a glance some data that is of interest to just them, tasks, etc, all in one place.. Perhaps by using widgets or similar.
4 votesThe ability to create a custom dashboard in CSuite was released this fall. Here is a link to the help article: https://support.foundant.com/hc/en-us/articles/25506874894359-My-Dashboard
Further reporting/dashboard enhancements should be released in 2025.
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task email notifications
Have the option to have an email sent to the taskee and for the person who assigned the task to receive an email when the task is marked 'done'
4 votes -
Assigning task to yourself & Outlook event
In CSuite, there is an issue where if you assign a Task to yourself as the assignee, the Outlook calendar event does not show up in your calendar even if you check off the box to send it. It would be so helpful to have that option to automatically receive the Outlook calendar event when a task is assigned to yourself.
6 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Task, Send Calendar Invite ability to set a time of day
When you create a Task and click the check box to "Send Calendar Invite", the person assigned to the tax receives an invite to add to their calendar but it does not have a way to easily choose the time of day for the appointment/task. It would be great if you are scheduling a task to meet with someone you could set the time of the calendar invite. Right now they show up as an entire day entry on the calendar. It's not helpful when scheduling.
You also don't have an option to accept your own calendar invite. So if…
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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opportunities
Add an additional tier to Opportunities. I'd like to sort my donors into three to five categories that I can name for prospects > then identify the connection of Bequests, new funds, etc > then assign tasks.
3 votes -
Reminders to Send Pledge Reminders
Recurring grants, vouchers & donations all have a way of reminding you that it's time to post/initiate. Wish pledge reminder letters had a similar prompt. Yes, can use Tasks or Outlook but a CSuite reminder to send letters would be great. With the ability to set how long (week/month etc) prior to next pledge date to get the reminder prompt.
5 votes -
Task in Red when a task is assigned
It would be nice that when we have a task that needs to be done that the task button is red, not just when the task is overdue. That way it signifies that we have a task to do. Additionally, when we have a grant or something that needs approval, when we log in an are on the dashboard, we see the item in red so we know we need to go approve etc
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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task weekly
I love the recurring task function, however, there is no option for WEEKLY - can that be added?
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Portal: ACH Option
With the addition of ACH information to the portal, I propose adding a verification button to improve security and accuracy. Verifying ACH details before use is a standard best practice to minimize user errors and prevent fraud. This feature would notify the foundation when new ACH details are added, prevent unverified transactions, and reduce errors and fraud by allowing a temporary hold on banking information being used until verification is complete. Implementing this feature would enhance data integrity, security, and overall operational efficiency.
121 votes -
stock gift entry - import, update description and entry order
1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time
2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security
3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry
113 votes9/4/2024: Donations: Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left hand menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left hand menu to download the template for importing.
Public Securities: Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter…
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Detailed general ledger report
It would be very helpful to have a detailed general ledger report of all the transactions for a particular fund or set of funds to review data. Most systems have a report that is often requested by auditors and fundholders to get a complete picture of all the detailed line items that have gone into their fund.
This report would make it easier to review data.
65 votes -
Change Fund Group at a Point in Time
For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.
Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.
97 votes -
Tag to close fund option
It would be great if we could have a function called 'Tag to Close Fund' that allows you to tag any fund that needs to be closed and then can be assigned to someone through a task or something comparable.
31 votes -
Showing address/ email changes on Log for online donations
When a donation is completed online, the Log does not reflect when new contact information is automatically updated on an existing profile. We need to be able to see when a new address is created at the time of checkout to at least give us the opportunity to contact the donor to confirm the new address should be marked primary and the old inactive, when applicable.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk Edit Fund Screen
It would be great to have the ability to freeze the fund names on the left hand "name" column when bulk editing funds. Currently when you scroll to the right you lose the names of the funds you are trying to edit and it's really difficult to complete edits.
*this idea was originally posted by someone else in Aug 2019 but no comments or implementation so far
48 votes -
Bank Reconciliation with Outstanding Items List
It would be nice on the bank reconciliation to show a list of outstanding items with the totals at the bottom of the bank reconciliation, so it's a complete report which will tie into the Balance Sheet.
35 votes- (02-13-2025) Bank Reconcile - Settings: Add a new setting "Enable Bank Reconcile Approval". Enabling this setting will add a new column to the Bank Reconcile list of accounts titled Approved By. This will allow a user (with display and list permissions to Bank Reconcile) the option to approve the reconciliation. The user that approves the bank reconciliation must be different from the user that reconciled the account. If the account is unreconciled, the approval will be removed. Two additional columns, reconciled by and approved by, were added to the bank reconcile page. These columns will be populated by the user that reconciled and approved the reconciliation from this point forward. Historical reconciliations will display Foundant Technologies in the Reconciled By column.
- Bank Reconcile - Log: Add the actions for reconcile, approve, and unreconcile to the logs.
- Bank Reconcile - Notes and Files: Add a left-side menu option to add a…
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Change the language of finalizing donation.
"cart" seems tacky, don't you think?? donors aren't buying anything!!
Make donation now, complete donation, anything would be better.
Or give us a space to edit in styles.31 votesReference to the "cart" when checking out has been removed in the new donation portal. Please refer to this Foundant Help Article for more information on enabling this feature: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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