1461 results found
-
Hide historical events when buying a ticket from a profile payment
I need old events to NOT show up on the “Sell Ticket to Campaign - Choose Ticket” page. See attached picture. Right now, we only have a couple years’ worth of events, but I’m worried about how long it will get once we start having more events. I’ve tried making the old events “historical” events, but they’re still showing up as available tickets to purchase.
Additional info: I get to the “Sell Ticket to Campaign - Choose Ticket” page when clicking “Buy Ticket” from a profile payment. There are both current and past events visible that have clickable ticket links.…
8 votes -
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?).
98 votes -
Profile Type Report - Total Profiles
We would like to be able to run a report or somehow be able to see how many Profiles have a specific Profile Type. There is no way to quickly access this in a single report - we have to run a report for each Profile Type, then see how many profiles populate. Having a list to easy reference the number of profiles that have a Profile Type would be helpful to keep the data clean and up to date.
5 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use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.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…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 -
Multiple Newsletter Campaigns on Giving Hub Checkout
Currently, CSuite allows only one marketing campaign to be designated as a newsletter, resulting in a single opt-in checkbox on the Giving Hub checkout screen. Many foundations manage multiple newsletters targeting different audiences or interests and have no way to offer donors a choice at checkout.
We would like the ability to:- Designate multiple marketing campaigns as newsletter campaigns.
- Display a separate opt-in checkbox for each designated newsletter campaign at checkout.
- Add a description at the campaign level to communicate what each newsletter covers, helping donors make an informed choice.
This would allow foundations to grow segmented subscriber lists organically…
3 votes -
Fund Request Form Enhancement - Fund Agreement Template
When a prospective fund holder submits a Fund Request through the online form, that submission captures much of the information needed to begin drafting a fund agreement. Currently, there is no way to carry that information forward into a templated document without manual re-entry.
We would like the ability to create a document template that pulls fields from a submitted Fund Request record and generates a first-draft fund agreement. This would:- Reduce manual data re-entry for staff after a fund request is received.
- Standardize the initial fund agreement drafting process.
- Create a more seamless handoff from the intake stage to…
2 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 -
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles.
When you mark a profile as "Do Not Mail" or similar it would be great if there was the option to update linked profiles to the same status. Similar to how when an email address is updated, we're asked if we want to update all instances.
3 votes -
Schedule Send Saved Financial Reports
Add the ability to schedule send saved financial reports.
3 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 -
task email
Task Email Reminder to include task description (re-open archived idea)
The description is included with a completed task notification, so reason stands the system should also be able to include it in a task email reminder - this would greatly improve task management utility and integration with outlook/Microsoft365 tasks.
7 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 -
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 -
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 -
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?
120 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
- Don't see your idea?