1099 results found
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Additional Color Style Selections, please!
Could you all add more customization options for colors? I've been able to edit a lot using CSS, but I know that isn't an option for most people. Here are colors that I've manually modified or am working on finding the code to modify to match our branding:
- Underscore on the current tab in the top menu (Giving Hub and Portal) that lists profile/funds/logout (portal) or funds/campaigns/grant catalog (giving hub)
- Background color behind login form
- Selection color for dropdown/fund changer in fund portal (and background color - if you set the background to anything other than white, it affects the…
17 votes -
Custom Fields for Pledges
I would like to be able to create a custom field for pledges.
4 votes -
pbassil@cfpbmc.org
Move Note Feature — Currently, we can move notes from one tab to another. Would it be helpful if we could also move a note from one profile to another?
5 votes -
campaign budget
Since we are able to run income statements for Campaigns, it would be nice to create a budget as well. We hold events and use this option and each event usually has their own budget. - I know you archived but this is extremely IMPORTANT.
10 votes -
Expand Custom Field Objects List
Additional options for custom field objects would be very useful. For example, we'd like to build a custom field specifically on the student record/student designation part of a profile that could then be shared to SLM as an integrated custom field. We are also interested in building custom fields on scholarships - not on individual scholarship awards but on the profile for an available scholarship from a specific fund. We envision using this for things like eligibility criteria, number of scholarships/scholarship amount, etc.
4 votes -
More Email Bulk Update Options
Add "Other Detail" field to the Bulk Update option in emails, like how it's an option when updating phones.
6 votes -
Improved Grant Catalog Capabilities
We are in the process of launching our first grant catalog. We have carefully curated the catalog, retitling it the Giving Gallery and selecting a diverse range of requests. We are eager to share this opportunity with our donors and larger community. However we have a few notes for consideration.
When a fund advisor goes to their portal and selects "Grant Catalog", they are met with the requests. Upon clicking inside the requests, they have two options for funding: make a donation and make a grant request. A lot of our donors, like many CF's, are older and may be…
4 votes -
Year over Year w/ Leap Year
We're running into an issue with running year over year financials for February. The system is pulling 02/28/2025 and 02/28/2024, instead of 02/29/2024. We run quite a few comparative reports and we're having to manually manipulate the 2024 column. It would be great if the engineers could fix the coding so the system would pull the month end date, rather than a set date.
16 votes -
Award Letter
Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.
Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.
10 votes -
Edit button placement on Funds - too much scrolling
With the "shiny new look", the Edit button for funds is at the top of the screen. If you're scrolling through the setting tab and find something that needs editing, you have to scroll all the way back up to the top of the screen to hit the edit button. In the past it was always on the left menu wherever you were in scrolling through the settings options.
Could the box of fund information at the top, including the edit and other buttons, be frozen as you scroll down through the fund settings and other information so that it…
4 votes -
Tax Receipt Template in Donation Reporting
It would be beneficial to be able to add the Tax Receipt Template field available in reporting.
11 votes -
Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area
When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.
8 votes -
pbassil@cfpbmc.org
It would be great if you could create a text field for the LinkedIn URL.
6 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
11 votes -
Abandoned Cart Email: Option to select who to send email to
Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.
21 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
10 votes -
notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
8 votes -
Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
According to the idea I posted previously, this idea was implemented: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48126044-fix-must-be-a-decimal-number-error. However, the issue is still occurring and when I spoke with the customer service team, they said that the idea hadn't actually been…
7 votes -
Functionality to Bulk Delete Vouchers
We'd like the option to be able to bulk/batch delete vouchers.
5 votes -
Link grant to opportunity
We would like to link grants to opportunities. We have some clients where we are managing a few multi-year grant commitments. These are not through GLM but through a separate agreement. We'd like to use opportunity tasks to collaborate on these, list the beneficiary profiles, and link the actual grant records. This would allow us the flexibility to utilize opportunities to track the work done for these relationships as these donors trust us to steward these specific grants that would not work as a recurring grant series because there is added complexity.
This was a previous archived idea lab idea: …
4 votes
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