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154 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
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Michael Wiley
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50 votesMichael Wiley
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6 votesMichael Wiley
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27 votesMichael Wiley
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8 votesMichael Wiley
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26 votesMichael Wiley
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31 votesMichael Wiley
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7 votesMichael Wiley
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1 voteMichael Wiley
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8 votesMichael Wiley
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9 votesMichael Wiley
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7 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Michael Wiley
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6 votesMichael Wiley
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An error occurred while saving the comment Michael Wiley
commented
Here are screenshots of the Page Count merge field values from the online and paper versions of the same fund's statement, both generated as part of a single batch of statements.
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17 votesMichael Wiley
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224 votesMichael Wiley
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6 votes
An error occurred while saving the comment Michael Wiley
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SSO with Microsoft 365 would be wonderful!! If not via Microsoft, if it were at least possible to have a single login allow access across Foundant's products (CSuite, GLM, SLM, Idea Lab, and Compass), that would be greatly helpful and time saving. I greatly support SSO through Microsoft, but will also submit this as another possiblity.
Michael Wiley
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5 votesMichael Wiley
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215 votesMichael Wiley
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5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
An error occurred while saving the comment Michael Wiley
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The Advisor_request_confirm_email_body content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody) contains a mergefield, {{guidestar_ein}}, that populates with the grantee's EIN only when the grantee was selected through a Candid search. Can a merge field be added that instead references the EIN on the grantee's CSuite profile so that it would populate even when the Advisor selects a previous grantee?
Michael Wiley
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6 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Michael Wiley
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150+ people over nearly 2 years have pointed out the flaw in CSuite that allows users to process scholarships in ways that omit pertinent details from fund statements and not only has this not yet been addressed, but it has actually been de-escalated in priority. As a new client, this is very concerning.