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1278 results found

  1. Accidental duplicate donations by donors

    It would be great if the system could trigger a pop up/warning if there is a duplicate donation in the cart (amount or fund or both) before it goes through the payment process. We're finding that every now and again a donor has not noticed the duplicate payment and has transacted twice when they only meant to once.

    28 votes

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  2. Bulk Edit - Payment schedule date and grant date

    We would really love to have a bulk edit option for the payment schedule date and bulk edit date. To offer some context from an accounting perspective, the concern is that the grant date and edit payment schedule dates are different especially when grants are entered or submitted on a certain date but are needing to be paid on a schedule, typically a Friday for us. The grant date is what drives the date the expense is posted to the GL. We have had to manually update the payment schedule date and the grant date for each grant since there…

    26 votes

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  3. Pledge reminders - option to email

    When generating Pledge Reminders/Statements, it would be very helpful to be able to email them out individually. Currently, they only print into a bulk pdf to print.

    8 votes

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  4. Admin Fees - add qtr detail to support

    Please add the 12 individual quarter balances that are used to calculate the average for Admin Fees to the Admin Fee Audit Details report. The 12 individual quarter balances are included in the Distributions Audit Details report (column O) but it would be helpful to have it in the Audit Detail reports for Admin Fees as well.

    16 votes

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    Proposed Idea  ·  0 comments  ·  Admin Fee  ·  Admin →
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  5. Color code outward facing fields

    In an effort to keep us from changing a field that is outward facing PLEASE color code them all a certain color. It is difficult for us to keep track of which fields have an effect on the portals. Having them all a certain color would keep us from changing them unintentionally.

    54 votes

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    0 comments  ·  System Data  ·  Admin →
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  6. fund balance

    Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.

    25 votes

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  7. Button Goes Blank on Custom Reports

    When using Custom Reports and you hit the Ascending button it goes blank. It used to be highlighted, now blank. Can this be fixed?

    3 votes

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    0 comments  ·  Reports  ·  Admin →
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  8. Live Links in All Reports

    Hello!

    Not all links are live in all reports. For example, a check ID link is live in a custom check report but is not live in a custom scholarship payment report. Why not make them all live?

    3 votes

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  9. Attachments in Scholarships

    It would help if the attachment I add to a scholarship (backup documentation) would automatically move with it when it goes into the grants to be paid.

    15 votes

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  10. Scholarship Letters - Fields Available

    We generate scholarship letters to both the school receiving the funds and to the students receiving the scholarship so they can send a thank-you to the donor making their scholarship available. The fields available to pull for scholarship letters do not include the fund contacts/donors of the scholarship, nor the name and address of the student receiving the scholarship, nor the student's name in First/Last order (only the Last/First order.) We created custom profile fields to pull out information that Foundant already has, but it is a cumbersome process. Can the fields/information available for the scholarship letters be reviewed to…

    10 votes

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  11. Create a fund History on the fund's page

    Have a chronological history for the fund on the fund's page that details all activity and communications related to the fund like a log
    1 1/1/22 fund set up.
    2. 1/2/22 fund advisors John Doe and ... added
    3. 1/10/22 donations received cash stocks etc
    4. 1/20/22 fund advisor invited to portal?
    5. 3/30/22 grants paid
    etc..

    all of this is in the system but right now we have to go to multiple locations to figure out a history of a fund. For example the donation letter email is logged in the profile and the fund advisor email is under…

    8 votes

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    0 comments  ·  Funds  ·  Admin →
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  12. Donor portal - change voucher list to sort by date

    Donor portal - list vouchers in date order rather than by individual/organization. Many of my fund advisors want to see vouchers by date order rather than by individual/organization. I know you can export this information to get it in date order; however, it would be better if the Vouchers tab looked similar to the Contributions tab - in date order.

    7 votes

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  13. Multiple contacts for Organizations

    It would be helpful if we could enter multiple contacts for an organization based on the inquiry (director, grants, treasurer, etc.). As of now, we either have to put additional contacts in a note or create multiple profiles for the same organization in order to have multiple contacts.

    37 votes

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  14. Allow Users to Adjust Font Size

    We love the new user interface but the font is rather small for some of our users. It would be amazing to have the ability for each user to pick from a Small, Medium, Large font size

    Using CTRL and Zooming in Zooms the entire browser (all tabs, no matter the website) meaning other websites are now huge font.

    20 votes

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  15. Household option for public donation page

    It would be nice for folks to be able to select "Household" alongside "Individual" or "Organization" when donating on the public online donation page. We have had some people donate as an individual recently and add in spouses on the "Recognition Name." This makes the donation and acknowledgement show up under the individual when we really want to acknowledge the household.

    28 votes

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  16. Provide an option for individualized Donor Receipts

    We have a community member who set up a donation through "amazon smile" to come to us on a monthly basis. We do not need to issue a tax receipt, but would like the option to set up a custom tax receipt letter as more of a thank you to the community member who set this up anytime a donation comes in. To do this we have to remember each time this particular donation is made to select the tax receipt (thank you) template. I would like to see a way that I could set up a specific tax receipt…

    5 votes

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  17. Recent Donations

    When inputting donations, being able to see recent giving history from the "Add Donation" screen would be helpful. Something similar to the voucher side where you can see recent vouchers from vendors.

    9 votes

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  18. CC and BCC E-mail to attach donor correspondence

    I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!

    Little Green Light is an example of a CRM that empowers this.

    23 votes

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  19. Grant Catalog Amount Field instead of Donate Button

    Instead of having the Donate button in the Grant Catalog, have an field for each organization where an amount can be entered. This way a donor can give to mulitiple organizations without having to go back and forth from the catalog to the cart.

    13 votes

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  20. Stripe donations for donors with multiple credit cards on file

    Stripe donations for donors with multiple credit cards on file: It would be helpful for recurring donation processing, that donors who input multiple credit cards into their Stripe account be able to be processed using the default credit card the donor provided. Since Stripe allows for multiple credit cards to be input, it would be helpful for the CSuite system to allow their processing as well. Currently, when these come through for posting, we have to login to Stripe and remove the non-default credit card information that the donor input in order for the donation to be processed.

    4 votes

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