Explore the latest discussions in Compass!
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow…
So apparently our student scholarship applicants don't know where they live. Is it a street, a road, a boulevard? And nevermind about pesky capitalization. ZIP code? Oh boy! :) Anyone else with SLM suffer through this and know if Foundant has consider that auto address correct function you see elsewhere on the internet,…
I'm trying to figure out an effective method to tag grants within my various processes (both ongoing and past) so that I can categorize them based off of the social issues targeted. One idea I have is using the reporting feature to filter out certain grants but I wonder if I can achieve a tagging outside of this feature I…
It would be so wonderful if the system had a setting that could be turned on to be notified when a check/batch has been approved. We have 2nd approvers for checks over $1500 on two different accounts. Sometimes it might take a day or two for them to get to them. The only way I know if I can print checks is to continually…
We are new to CSuite as of June '22 and still working through some new process and procedures. One item that we were excited about was the functionality of tax receipts being auto-uploaded to the fund advisor portal after they were processed. However, it came to our attention that either we weren't properly trained or…
It's 2022 and my org is now 3 years into using the GLM and CSuite - lots of learning since we started. We would like to mark some grant types we had at the beginning as "inactive" as they no longer are doing the trick, but they are attached to historical grants, which we would like to keep. If you are in a similar…
Will your organization or has your organization eliminated letters of recommendation from your scholarship applications? (Unless it's part of the scholarship fund agreement, of course). I'd be interested to know your organization's thoughts about that. Thank you! Lee O'Neil (she/her/hers) Community Foundation of Fayette…
