1067 results found
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Include Nick Name and Birth Name Fields in Profile Search Results
Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.
14 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?
8 votes -
Scholarships - Block Applicants from creating a duplicate application
There should be a feature added in SLM to prevent applicants from creating a duplicate application instead of just a warning. A duplicate universal application leads to quite a mess when it is submitted as it then creates duplicate individual opportunity applications as well. It is not only confusing for the scholarship agency, but even more so the applicant as it clutters their dashboard.
6 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.
11 votes -
Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option
The new "Redirect Legacy Fund Advisor Portal" option goes to the email address login page. We would like it to go to the "?userpass=1" page instead so the fund advisor gets the username and password prompt to be more like their previous experience for ones who just bookmarked the old link. Can this be added as an option or as the default for when that option is turned on?
10 votes -
Print column headings on multiple pages of pdf reports from "print page"
When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.
For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.
16 votes -
Custom Field on Notes
It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.
40 votes -
aallieri@cfpbmc.org
In Portal Options> Portal Settings allow the settings to be more granular. For example, allow 'profile updates' to be set only on profiles with 'Student' designation.
6 votes -
Add Campaign to Voucher Import
It would be great if an additional column for Campaign could be added to the Voucher Import template. Importing vouchers helps a lot, but it would be even more helpful if a campaign could be tagged during the import as well. Thanks for considering!
8 votes -
Campaigns for programming sign-up
We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.
- Can the button that says “ADD TICKETS” be customized?
- Is it possible to limit the number of “tickets” a person can register?
- Is it possible to make the registrant’s address required?
- If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
- Can we skip the screen that comes…
5 votes -
Make Profile address fields/windows longer on screen
Please make the visible on-screen Profile address fields/windows LONGER. When you are entering a particularly long address, it is difficult to keep track of what you are entering.
9 votes -
Add ability to COPY internal grants in new Portal
In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?
12 votes -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
10 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…7 votes -
Add Yearly-Tax Receipt to Portal in Files or Statements
Create option to generate yearly tax receipts via a template (like we can with Fund Statements) that we can add to the portal in either Statements or Files. Currently donors can see and print their receipts individually, but not a yearly tax receipt. A yearly tax receipt on the portal would be an great addition!
13 votes -
Fund Advisor Tracking Options
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared…
5 votes -
Giving Hub pages not optimized for social sharing
When sharing direct links to pages within the Giving Hub, there are no defined metatags (og:title, og:image, og:description) which means the link preview in social media sites (or other places it's shared digitally, i.e. new Outlook) is empty/blank. This is not optimal for marketing purposes and particularly when we'd like donors/orgs to share direct links to donate pages and/or to campaigns.
The same is true of the landing pages for each section of the Giving Hub.
We could, I suppose, create a page on our org's native website "news" feed to correspond to each campaign for the purposes of social…
10 votes -
Update Other Profiles Function
I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!
4 votes -
Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
42 votes -
Alert or Task Pop-Up Reminders
It would be very helpful if you could set a pop-up reminder for a task or alert that automatically popped up when you log into the system on the date that the reminder is set for.
9 votes
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