1126 results found
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Can your sort the name of the scholarships alphabetically? They are jumbled and out of order and hard to attach to a student profile.
Can you sort the names of the scholarships alphabetically? They are jumbled and out of order and hard to attach to a student adda scholarship recipient.
1 voteReleased 12/21/2023: Scholarships: Resolved an issue with Scholarships listing by Scholarship Id, instead of alphabetically. This has been reverted back to alphabetical.
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Ability to Save Dashboard Filter
Love the fact that we will be able to filter dashboards. We do need the ability to save filters so we can share that across users and retrieve it from session to session.
11 votesReleased on 2/23/2024:
Dashboards: Added the ability to apply Custom Reports filters to Dashboards. Users will also be able to save and load filters from the Dashboards. In addition, when using the print page with a Dashboard, the filters will remain.
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Identify user who made changes in logs
Would be helpful when we need to follow up to understand why a change was made - why a profile was assigned to new engagement strategy or why a profile was added/removed from a campaign, for example.
2 votesAll logs include the "who" in the last column. This is the User for that transaction, etc.
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Donation Page says "show all funds". It should say "show additional funds"
At the bottom of the donation page the link to show additional funds says "show all funds". We do not make all of our funds accessible for online donations. Please update this language to say "show additional funds".
5 votesThe label to show all funds has been changed to Show Additional Funds in the New Donation Portal. This must be enabled in Styles. Please refer to the help article titled Donation Portal for additional information.
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profile type
Is there a way we can select a Profile Type and add profiles to that type instead of having to go into each individual profile, edit and add the Profile type?
1 vote -
Relative Dates for Reports
Currently, there is no way to schedule a report with a relative date (for example previous week). Say you want to have a weekly report of donations. Currently, this is not possible according to support. The date of reports never changes.
4 votes -
"Click to drill in" on Amount Awarded by year on dashboard
It would be so helpful if there was an option to drill in to the awarded amount by year on the dashboard.
1 vote- 11/21/2023: Dashboards: Added drillable fields to the remaining dashboards: Opportunities, Campaigns, Grants, Grantees, Vendors, Vouchers, Scholarships, Students. Users will now be able to drill down from the charts, graphs, and number to see the custom reports from where the data is populated. Users will see that the mouse will turn into a pointer on the fields that are drillable.
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donation page
I would like to have the option of selecting the order of the funds promoted on the donation page instead of just by group. Some of our funds are in a specific group but I would like them in a different order based on the time of year.
1 voteThis is available in the new Donation Portal. Here is a link to the help article with instructions on how to implement this new feature. https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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More easily identify recurring grants on fund records
We need more than one way to find recurring grants, specifically have recurring grants listed on the fund's record. For example if a donor calls and asks what recurring grants they have set up, I am unable to go to their fund record and see their recurring grants. There is not even a field or button that identifies they have a recurring grant. I have have to go into recurring grants and then filter or do an F lookup. Stewards have no easy way to see who has a recurring grants in their portfolio.
13 votes3/13/2024: Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow user to easily identify recurring items linked to the fund.
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Grant Catalog - Organization Name in Description
Hello, recently we noticed that in the grant catalog if a donor clicks the donation button and a recommendation goes through the donor portal, the internal grant does not pick up the organization's name that they are donating to. If we process a grant manually through "add funding" it does appear the organization's name and purpose. Can we get these to match and show the organization name and purpose for our records?
2 votes9/20/2023: Fund Advisor Portal: In the Grant Summary, added the Fund Name as the Grantee for internal Grants, instead of the Community Foundations Name.
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In Search, indicate if profile is an Organization, Household, or Individual
Add 'type of profile' in the dropdown that appears when searching for a profile as it would be very helpful to know which profiles are Organizations, Individuals, or Households.
13 votesIndividual or Org displays when searching for a profile.
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Need Options for Household Choice on Donation portal
It would be helpful to have options for the new household choice on the donation portal --
EITHER an option to provide guidance on what to include in the household name (we have found that people are just entering the last name with no first names and we always include first names with the last name on the household).
OR the option to disable the household option on the donation portal. We are finding this is not really saving us much time. What we found in the past, when people wanted the donation to show both names, they will add…
8 votesThe following enhancement was released on 10/18/2023: NOTE: This must be enabled in Donation>Settings to allow online donations from a Household.
Donations: Added a new setting for Donations. This will allow clients to enable the Household giving option on the Donation Portal. This will be a new Setting labeled: Enable Household Giving. Clients will need to enable this option for the Household Radio button to appear on the Donation Portal.
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New Home Page Style in Sandbox - Feedback
On the new Home Page in Sandbox, please make the headings bold and larger font. It is difficult to distinguish the headings amongst all the same fonts. Is it possible to space the rows out a bit? Everything feels very squished and a lot of empty space at the bottom. Bring back the larger heading for the quick menu, as we have in Prod now. We don't have our Company logo anymore??
16 votes -
Recurring Grant Fields
When creating a recurring grant, it would be much more efficient if certain fields were available to be initially populated. These include the grant advisor, the grant letter template, the grant type, service area, any custom fields, as well as the grant award letter template. Otherwise, these need to be populated every time the grant occurs each time, causing additional work.
31 votes10/12/2023: Grants: Added the ability to add a Grant Advisor to Recurring Grants on creation or edit. This will allow foundations to create Recurring Grants with an Grant Advisor in the backend, instead of having to login into the Fund Advisor portal. Recurring Grants will now populate the Grant Type, Template, and Service Area once the grant has been created. Grant Type and Service Area will populate from the Grantee Record and if there aren't any from the Fund Record. Any Grant Custom Fields will still need to be completed on the created grants.
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Recurring Donations Report
It would be great if we could run a report for recurring donations which lists:
- Donors Name
- Start Date
- End Date
- Frequency
- Amount
Right now the only report you can run is for donations which came from recurring donations. This is a significant limitation as it means that our fundraising funds are unable to manage their own donor base.
7 votesThere is a recurring donation report in custom reports that has all the fields available in this request.
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Smaller icons on the new home page design?
Wow, this new home page design is a lot to take in... Any chance you can make the icons smaller in the first two rows on the new home page design? I'm finding it difficult to scan across and find what I need with all of the noise.
1 voteSite: Resolved the issue of the larger icons in the System Configuration and The Profile Designations. Also, move the two horizontal menus to the bottom of the vertical menus for a better workflow.
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More Information Provided when Fund Advisor Account is Locked
When a fund advisor enters an incorrect password more than the number configured in Settings, their account is locked. The error message simply reads "Account locked out" with no instructions for what steps to take to resolve the problem.
At this point, I would think that the lock would require them to contact us to unlock their account before allowing them to login again. However, they can login if they reset their password.
If they do reset their password, the account is STILL LOCKED. If they do not contact us to unlock their account, they have to reset their password…
3 votes9/22/2023: Fund Advisors: Resolved an issue with Fund Advisors being locked out, but the forgot password will still require the foundation to unlock their account. Fund Advisors reset password email will now unlock the Fund Advisor once they select the reset password link and reset their password.
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Add Filter to Voucher Bucket for User / Employee who Created Grant
We have a group of staff who are working on grant vouchers at the same time that do not break down by fund group, subgroup, steward, etc. We would like a way to filter the Grant Voucher Bucket to show grants created by a specific user (employee). Is that possible?
5 votes9/8/2023: Added a filter for grants to filter by employees within the grant buckets/reporting.
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NEW FUND UI UPDATE
Please move "History" back to the details tab when one first arrives on a fund's landing page
3 votesFunds: Added the History back to the Details tab, no longer have to go to the Reports menu.
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dashboard filters
So excited for the dashboards .
We would live to be able to filter by
1. Divisions (check Box so we can grab more than one division at a time)
2. Funds - multiple (check Box )
3. Fund Group - possibly multiple (check Box)12 votesReleased 1/4/2024: Enhanced Dashboards to have Custom Report Filters. Users will now see a Filter hyperlink at the top of a Dashboard. Once filter has been selected, users will see a list of Custom Report Filters that are available to apply to the Dashboard. Current year will be a default filter for dashboards. If a graph does not populate once a filter is applied, the filter may not pertain to that graph. You can remove the current year date filter and apply a new date range by adding a new filter.
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