1126 results found
-
FA Donation Notification - add email address and phone number to content
Greetings,
Regarding the donation notification that fund advisors can receive for funds they advise each time a donation is made, can the email notification be customized to also include the contact information of the donor, like their email address and phone number?
Warm regards,
Tess5 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
Pronoun
Pronoun Field
We need a place to capture pronouns on profiles. This must be an editable field - not a drop down menu, as pronoun preferences and combinations may not match what we would anticipate in advance. I consider this request of critical importance.
It is a sign of respect and care to use a person's proper pronouns - we know from scientific research that mis-gendering people by using incorrect pronouns can have a serious impact on their mental health.
I searched Idea Lab for this topic before creating this suggestion and was disappointed to see that another user's suggestion…
17 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
-
Release changes to permissions
It would be extremely helpful if there could be a separate part of the release notes dedicated to the impact of the changes on permissions. As the admin for my org, when new releases come out it is frustrating to our staff that they can't see some of the new things because they don't have the permission for them. As it is right now, I can't know what new permissions are needed until they don't have access.
An example of this is the new dashboards in the sandbox. This is a new permission that had to be given to everyone…
5 votesWe will be adding a separate section on the release notes.
Just FYI, anytime a permission is added it is just to Admin level.
-
pronoun bulk update
It's so great to see pronouns as a field on individual profiles! Please allow us to bulk-update pronouns for individual profiles. I would love to see that on the profile actions in custom reports but if it needs to be via bulk update (names), we can live with that too. Thank you!
5 votesProfiles: Added the ability from Bulk Update<Names to update pronoun in bulk. Clients will now the pronoun field in the last column on this export, and will be able to add pronouns using a comma to separate more that one; for example: she, her, hers
-
Make Sort Available on Opportunities List
The sort function isn't available on the opportunities list (despite the sort icon showing at the top of a column). Please make the sort function available on this and other lists. Having to create a custom report just to sort by date is a hassle.
7 votesTables in CSuite can be sorted once the default sort is removed. The Opportunity table buckets are sorted by ID. In order to turn this off, select the ID header until the arrow disappears. Then select another column to sort. You can also select the column you would like as the secondary sort, then remove the id sort. Please contact support@foundant.com if you have further questions.
-
Ability to Regenerate All File for Fund Statements
Please provide a way to regenerate the batched PDF/Word doc files after an individual fund's statement has been regenerated. We have multiple people who review fund statements before publishing and being able to regenerate the entire PDF/Word batch to save the FINAL version outside of Csuite is needed.
2 votesThere is an option in the left side menu of the fund statement batch to generate all fund statements. This can be done after reviewing and publishing your statements. If you have questions, please contact support.
-
For yearly tax receipts, add field of household salutation
For yearly tax receipts, we have option to pull household label but not household salutation. Add this field as an option in year-end templates too!
3 votes9/22/2023: Idea Lab Live:
Yearly Tax Receipts: Added the ability to print Envelopes for Yearly Tax Receipts. Best practice would be to use Custom Reporting, opposed to Filtered Reports, so that clients can filter out donors without addresses. Envelope job will not complete with profiles that are missing addresses.
Templates: Added the Profile and Donation Custom Fields to the Yearly Tax Receipt, along with the Household Salutation.
-
ability to make grant documents shareable with fund advisors
I'm (finally!) loving the new process for generating grant documents (e.g., letters that we send with checks). Our Fund Advisors ask for copies of those letters to be uploaded via the portal so that they see exactly what the charity sees when the check arrives. (It also gives them comfort that we actually sent the check.) Currently, I scan each letter and attach it as a shareable PDF at the grant level. Now that the system automatically attaches the letter at the grant level, it would be great it I could simply mark that as shareable without having to upload…
6 votesThere is an option to share an attached a file to a grant. Attaching a file to a grant and then clicking Share will share the file with all fund advisors who have access to the Grants tab on the fund advisor portal and are advisors to the granting fund.
-
Grant Award letter fields needs {{today_nice_date}}
Doesn't make sense to format a letter without a date! I am unsure if that word date field would update or not
8 votes5/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
-
Fund Advisor Portal - Grant amount on 'Home' vs 'Grants' tab
The 'Total Grants' amount on the Home tab differs from the total of the grants show on the 'Grants' tab because the 'Grants' tab includes scholarships and the home tab 'Total Grants' does not. Would like to see those amounts match for the Fund Advisors
15 votes05-11-2023- Fund Advisor Portal: Added the Scholarship and Top 10 student graph as a separate graph on the fund advisor portal. If the Show Student Data is not enabled, the student name will display as anonymous on the chart displaying for the fund advisor.
Funds: Added the Scholarship graph as a separate graph on the History report on a fund.
- Fund Advisor Portal: Added the Scholarship and Top 10 student graph as a separate graph on the fund advisor portal. If the Show Student Data is not enabled, the student name will display as anonymous on the chart displaying for the fund advisor.
-
delete closed tasks
Ability to delete a closed task -- if you enter a task on the wrong record or attach it to the wrong opportunity and don't discover it until after it's been closed, you cannot delete it or transfer it to the appropriate opportunity or get rid of it altogether.
10 votes9/11/2023: Tasks/Opportunity Tasks: Added the ability to edit completed tasks. Users will now see Edit as an option in the left hand menu on a Completed Task. No Update to Permissions.
-
Allow File Categories Not to be Collapsed
I don't like the new Categories sections for attached files. It's not convenient to have to click on the Category first before you can see the file now. Please make an option so the Category is NOT collapsed.
56 votes -
Household yearly tax receipt
We would like to see the ability to run yearly tax receipts for donations for a household even if donations were added to individuals within the household separately. It would be nice to have the option to combine donations.
64 votesDonations: Enhanced the yearly tax receipts with an option to print by household or individual based on filtered list. Also, renamed the pdf attached that is emailed to read YearlyTaxReceipt, instead of the date range. Release Date 11.17.2022
-
Add Fund Steward to Donation Reports
We would like to be able to pull the Fund Steward's (staff) name into donation / donor reports so that we can filter reports based on the fund steward instead of the profile steward. This allows our staff to monitor donation activity for their set of funds.
3 votesFund Steward is now available in a Donation Custom Report. Released 6/5/2023.
-
More informative titles for browser tabs
Like many folks who work on computers, I have several tabs open at once; Community Suite is a program where a multi-tab working style is well-suited. However, the title tag (what's displayed at the top of the tab window) for CS isn't very useful. All the title tags begin with "/erp/", so with a certain density of tabs, they all look identical. This is a missed opportunity to make things easier for CS users.
I'd propose a page titling system which at minimum could refer to the CS area being displayed (e.i. Profiles, Donations, etc). It would be great to…
8 votes4-19-2023: Site: Added tab titles to the webpages for donations, grants, scholarships, vouchers, pledges, promises, funds, and accounts.
-
Tributes should be flagged somehow when there is similarity
For online gifts, one donor calls the honoree Dr. Joe Smith, another, Joe Smith, yet another Joseph Smith...currently, that makes 3 completely different tributes, when it's the same person and the same person or family for a memorial should get notified...that's a hot mess. Also, is it fair to assume we in the position of entering a check gift would know that there is an existing tribute?? In my clicking I learned that you can merge them, but really...perhaps you could combine the two fields and if there is an existing tributed person they would pop us and we could…
8 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
-
Add Stripe customer link as field in merge profile page
When you are merging two profiles because of a duplicate it would be great if the StripeID customer link field was populated on that page so you know which profile the stripe payment is attached to so that information is not lost.
11 votesThis is now displaying on the merge fields
-
Denied Grants on the Fund Grant Report
The ability to have denied grants in Csuite is helpful. However, if one custom report is the only place you can get the information, that isn't helpful. When a grant report is run from a fund, those denials should show there. Also, it would be most helpful for the fund advisors to see these denials as well.
4 votesGrants: Added an new option to deny an unposted/unapproved grant in the new bucket. Once a grant is denied, it will automatically move to the complete bucket and be included in the grant list in a grantee profile. Denied grants will also be included in the grant report for a fund. Denied grants will not be visible in the Fund Advisor Portal. Once a grant has been denied, there is a left hand menu option to remove the denial.
Currently, they will not be displayed in the FA portal.
-
Promoted Funds - End Date
It would be very helpful to have the option to put an end date on a fund promotion so that they would come off the promoted funds list on the donation page automatically. Many of our promoted funds are for memorial gifts. As a practice, we generally leave a fund on the promoted list for 1 month after the passing of the individual being remembered. Yes - we can make dated task reminders and calendar reminders but it would be great if the system would just do it.
5 votes8/2/2023: Funds: Updated UI to align with look and feel of profiles and campaigns. The fund record now has a header which contains the main fund information and is available on all tabs. In order to organize fund information and limit the left side menu options, the following tabs have been added: Details, Relationships, Settings, Fund Statements, Files & Notes.
On the Details tab, clients will see the main details of the fund such as: short name, creation date, fund groups, and the fund assets sections. We have also moved budget and loans, from the Options settings to Details card . Reports are still located on the Detail’s Tab, but have all been grouped under on left hand menu: Reports. Once Reports is selected a new page will appear and all of the Reports will appear in the left hand menu.
On the Relationship's Tab clients will find Scholarships, Beneficiaries,…
-
Allow filtering by Closed Funds when searching for transactions
It would be helpful if, from an account, when searching for transactions, the ability to filter for a closed fund were possible. We tend to need this information for audit related items and any funds that closed during the year are frustrating to get to the relevant information.
2 votesRelease Note from 7/31/2023:
General Ledger: Added the ability to search closed funds through the General Ledger. There is now a new checkbox next to the Fund field Include Closed. This will allow clients the option to display closed funds in searches.
- Don't see your idea?