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281 results found
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Grants from a Donor Advised Fund - filter cumulative grants
We would like to be able to filter in a grant report by cumulative grants completed for a specific time frame or the lifetime of the fund. We would use this to send specific mailings of appreciation to donors who reach the milestone of donating $100K or $500K+ from their fund. Currently this isn't an option to filter by cumulative total for grants.
8 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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Integrate C-Suite to Zapier
Zapier lets you connect to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible. In particular, we are looking for new ways to do online fundraising given COVID. We would like to work with GiveButter, a platform that will allow us to livestream an event and collect donations at the same time.
10 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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Grant Award Summary
When reviewing a Grantee's Grants Tab, the Grants Awarded table accurately reflects values. However, clicking on the total value for a specific year only displays completed grants. This limitation becomes problematic when assessing the total grants for the current year, including both vouchered and completed grants.
3 votes -
Permissions Audit Capability or Report? Permissions definitions?
We have just gone into our second year using CSuite and are ready to take a hard look at Permissions. We are finding we would rather have 'departmental' user groups than just the default distinction between Accounting and Staff that was set up at implementation. We have just been granting specific permissions on the fly, as staff run into tasks they are unable to complete, and would like to re-establish a controlled structure.
We are running into a few hurdles as we try to approach this project, specifically:
1: there aren't any good definitions on WHAT each permission actually does…
40 votesHere is a link to a help article which lists the description of each permission:
https://support.foundant.com/hc/en-us/articles/4447782019351-Detailed-Permissions
There are several custom reports that should help you review the permission settings in your site.
- Group - will give you a list of groups
- Group Action - will give you a list groups along with the advanced action for each group. The report can be grouped by the object, then sorted by the group name to review a site's permissions
- User Action - will give you a list of Users and the permissions that they have access to. The report can be grouped by employee then sorted by object.
- User Group - will give you a list of employees and the group they have been assigned to. The report can be grouped by group name to easily review the users assigned to each group.
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bulk mark grants complete
I like the idea that we can mark grants complete. It would be great if that screen was more user friendly and let you mark in bulk instead of one a time.
8 votes -
Link volunteers/board members in Opportunity
I want to link a volunteer board member as the solicitor of an opportunity. It would be ideal to add a "Solicitor" field, which can link to profile ID's in CSuite.
Only field available to link an individual to an opportunity is Assigned field, which only links Users/Employee records to Opportunities & Tasks within.
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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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.
7 votes -
Grants: completing grants
If a grant has multiple payments coming from it, I would like to be able to "complete" the portion of the grant that has been paid and the check has cleared the bank.
Similarly, in SLM, if a student has a multi-year grant, I would like to complete (for the current year) any follow-ups rather than leaving them open and continually have to remind myself that I can't set certain items as complete. Once we have been on SLM for several years, I imagine the follow-up Submitted list is going is going to be very long.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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On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
23 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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added opportunity type
Please add an additional tier to opportunities. I'd like to sort my donors and prospects into three to five categories > then list the types of opportunities, ie, bequests, new funds, etc > then shift to tasks.
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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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.
If you have any questions, issues or concerns please let us know!
Thank you
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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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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 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 -
Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
5 votes -
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, 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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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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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.
145 votes
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