Settings and activity
44 results found
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187 votes
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Eyerusalem Gehringer
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183 votesEyerusalem Gehringer
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19 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
This is a great idea, our grants manager just requested this as well. We have quite a few support orgs, corporate giving programs, and some donors who send a request either with an excel file or email. It is great that we can bulk import those grants with the csv, but we'd like to attach the same backup doc to those grants as a pdf as a reference in the future. Right now our grant manager is taking the time to do this individually with the grants, which takes a long time. Especially at end of year when we are processing 1,000+ grants a week this takes up a lot of time. We love the bulk features of CSuite and adding this would be really beneficial.
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26 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
This is a functionality we would appreciate. Donors often also like to see a history of who they've given to and in an old portal before we converted to Csuite they were able to access their old fund. Often times folk are converting to a new fund and its unfortunate that the lose all their history because it is closed. We use a workaround with a custom field, renaming the fund, and keeping it open, but then we have to remember to filter out with our custom fields and it keeps our lists of funds not accurate.
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1 voteEyerusalem Gehringer
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16 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I agree this would be very helpful to see on the relationships tab of the fund.
Eyerusalem Gehringer
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23 votesEyerusalem Gehringer
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3 votesEyerusalem Gehringer
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21 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
Thank you for this suggestion. We are working on improvements to Idea Lab and our process.
Eyerusalem Gehringer
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4 votesEyerusalem Gehringer
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4 votesEyerusalem Gehringer
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8 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
The login log is a tool we leverage when troubleshooting and it is important that we have the full picture of them logging in.
Eyerusalem Gehringer
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4 votesEyerusalem Gehringer
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60 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I think this is a great suggestion as it makes it worthwhile to see if there is information there rather than having to click between tabs.
Eyerusalem Gehringer
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15 votesEyerusalem Gehringer
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4 votes
The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
Eyerusalem Gehringer
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1 voteEyerusalem Gehringer
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130 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
This is great, but I would emphasize that it would be great to be a true integration and not limited to the powerforms. I think that GLM/SLM has that true integration but some vendors say they have an integration and it is only limited to the powerforms and for the complexity of agreements we would want it to not be limited to that as the forms have a lot of room for error and high waste of envelopes.
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1 voteEyerusalem Gehringer
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40 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I agree, IDs are unique and allow for reduced errors. Having consistency to search for IDs and names, and having the IDs displayed would increase accuracy and reduce the need to double check if we are on the right record.
Eyerusalem Gehringer
supported this idea
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This would be helpful, there aren't a lot of great options for board portals out there and to have one with a community foundation focus that is connected to our system would be great. Tracking votes, documents, and having options for email communications.