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1422 results found
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Expand capability of "add note to CSuite" Outlook integration
Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).
100 votes -
Sync Household Address When Individual Updates Address via Portal
Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically update the household address when an individual updates their address or
-Prompt staff to confirm whether the household address should be updated as wellThis could be configurable based on foundation preferences.
Why This Matters:
-Improves data consistency across profiles
-Reduces manual cleanup work for staff
-Prevents incorrect mailings
-Aligns Portal updates with downstream operational workflowsReal-World Use Case
A fund advisor updates their address through the Portal, but the household address remains outdated. When the foundation generates mailing labels from the household record, materials are sent to the wrong address, even though the donor already provided the correct information.Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically…9 votes -
portal demo
A potential fundholder wants to get a tour of our portal ahead of deciding whether to open his fund with our community foundation. Is there a way to give him a tour of our white-labeled portal without showing him another person’s donor-advised fund data?
Just like Foundant, or any other software company, community foundations need the ability to walk a potential fundholder through the UX of the system as part of their cultivation efforts to open new funds.
15 votes -
Recurring Grants: Edit Amount
Currently fund advisors can edit the date and number of cycles of recurring grants through the portal, but not the amount, which is the most common change fund advisors make to recurring grants. Thus the amount should be made editable.
27 votes -
Multifund security donation
Currently, multifund donations can only be processed via check/ACH. We would like the ability to process a stock donation similarly rather than splitting the shares up into multiple transactions.
4 votes -
Inactive Contact Information - Move or Hide
When a piece of contact information is marked inactive, it should either be moved to the bottom of the list or moved to a different tab. It also should not show up at the top of the profile screen.
Examples attached:
- Screenshot showing inactive address at the top of the addresses list
- Screenshot showing an inactive address in the primary address section at the top of the screen when both addresses were marked as inactive
3 votes -
Option to Hide Cover CC Fee Checkbox on Event Checkout
Currently, the cover credit card fee checkbox appears for all registrants during event ticket checkout and cannot be disabled at the event level. For foundations that do not want donors covering CC fees for specific events, the only option is to include messaging asking registrants to skip the checkbox -- which not everyone follows.
A toggle at the event level that controls whether the cover CC fee option displays during checkout would give foundations more control over the experience and eliminate the need for workaround messaging.
3 votes -
Shortname needs to work in all fund fields
shortname works in most fund fields through out the system; however, it does not work when adding a fund on the fund advisor screen. Please make it consistent so that using shortname works in all fund fields....
3 votes -
Single Year End Receipt for Recurring Donations
Please integrate an option for a yearly consolidated tax receipt that would issue a single tax receipt number for all annual recurring donations, instead of having to send12 separate receipts at year end. This is standard practice in Canada and is required to comply with Canadian law/CRA. We are not able to send a summary document with all receipt numbers listed, although being able to attach a summary to the single receipt is nice, but not necessary.
7 votes -
Allow fund advisors to see voucher files that are shared with them
There is a workflow that will give the fund advisor access to view grant documents that are shared with them.
When the grant is created from a request, you can share the uploaded file with the advisor by marking the document as Shared. Once it’s shared at the grant level, the fund advisor will be able to see and open that file when they pull up the grant in the portal.
This same functionality is needed for Vouchers. The advisor submits the voucher with the voucher request but then can no longer see the documentation once it becomes a voucher.
7 votes -
Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
122 votes -
birthday notifications
I had an idea that could help strengthen donor relationships and enhance our customer service approach. It would be nice if the system could track donor birthdays and send birthday email or greetings.
It’s a simple gesture, but it communicates that we see and value our donors as people, not just as numbers or contributions. Small personal touches like this can go a long way in building rapport, deepening relationships, and showing genuine appreciation for their support and connection to an organization.
4 votes -
Recurring Grant - Add confirmation for Delete
In recurring grant records, the Delete button is directly beneath the Edit button. It's easy to click it mistakenly, and there is no secondary confirmation screen to confirm the deletion was intentional before it's done. Please add a secondary step to confirm a record should be deleted to avoid accidental record deletion.
10 votes -
Add a Credit Card Processing Fee Field
Please add a field for tax receipts to make clear for the donor the credit card processing fee from the donation. They currently show up separate, but there is no text specifically stating it's the processing fee.
3 votes -
Enable Charity Check Option from the Voucher Bucket
Grants can sometimes remain in the voucher bucket for extended periods and may require a charity check before processing. Currently, there is no option to perform this directly from the voucher bucket.
Allowing users to initiate a charity check from the voucher bucket would streamline workflows, reduce extra navigation, and help ensure compliance for grants that have been pending for longer periods.
TCF4 votes -
Use more consistent names and labels functions in Csuite
Why is called "duplicate" in one screen and "copy" in another. Please use consistent names and labels for functions in Csuite.
3 votes -
Show Tribute Type in the Tribute Search
Show Tribute Type in the Tribute Search. There are often Honor/Memorial tributes for the same Tribute Name - CSuite requires the type to be defined.
4 votes -
Interfund transfer and promises
We would like to be able to apply an interfund transfer to a Promise as payment.
16 votes -
Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
5 votes -
populate household address
When creating individual profiles from an existing household profile, please automatically populate the household address.
22 votes
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