846 results found
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Add more than one picture to a campaign
We were discussing a future campaign and looking at how it looks on our website when people register for tickets. It would be a great idea to be able to have more than one picture on the website. For example, the first page with the campaign information would have one picture, the tickets page would have another, and the thank you page could have a third. We also would like to be able to size our pictures appropriately instead of just using a small square picture. The main page would ideally have a long header type picture, for example.
5 votes -
When spendable on fund advisor portal is "0" should show as "0"
Hi there - right now when there is a "0" spendable the "0" does not appear, only the fund balance. Please edit so the "0" is visible.
5 votes -
Fund Advisor Portal page title shows /erp/fundmanager in browser
Donors and staff at affiliates have noticed the page title that shows in the browser for the Fund Advisor Portal is /erp/fundmanager. Can it be set to something that's more helpful, especially when multiple tabs are open? "Fund Advisor Portal" or "Donor Portal" would work.
5 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
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1099-R - IRS 1099 Field in Account Section
IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.
5 votes -
Fund Advisor Portal distribution history should indicate whether the grant was anonymous or not
Include whether the grant was made anonymously or not in the distribution history that is seen by the fund advisor on the fund advisor portal. thanks!
5 votes -
financial reports columns
Please make the option available to exclude columns not needed (e.g., remove YTD Actual if we don't want it) from the canned financial reports.
5 votes -
Changing the name of the Description field for Grant Requests in the Fund Advisor Portal
Description on a Grant Request is a vague word choice that doesn't provide clear direction to Fund Advisors. There have been many times where FA's have entered a description of the grantee in this field rather than their grant purpose. Please update this field to say something like Grant Purpose or allow us to edit the name of the field.
5 votes -
Bank reconciliation report
May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.
5 votes -
quick voucher
I really miss the quick voucher option on the bank reconciliation. Couldn't there have been a way to adjust the permissions for those who had concerns about this? For interest and bank fees, I now have to go through a longer voucher process which, for us, has no additional controls than the quick voucher did. Can you bring it back?
5 votes -
Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes -
Grantee Report - First grant date/Last grant date
We need a way to pull first grant date and last grant date on the grantee level (current functionality is only on the fund level) to track our new grantees and review inactive grantees (we consider any org that has not received a grant in the past 3 years to be inactive). These are included in our dashboard reports for committees and board.
4 votes -
Edit a Pledge
Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!
4 votes -
Affiliate organization
We would like to see the Affiliate/Supporting organization or division field from the fund details appear in the grants.
We need to be able to recognize the funds from our affiliates in order to process the grants using the correct payment type and award letter.
4 votesIt is possible to create an award letter template and assign it to a fund. Is that what is needed here? This is done within the template. There is an option to add funds.
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Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
4 votes -
Payment Types
When paying invoices or grants, it would be beneficial to have other payment types, or have the option to create custom payment types. There are some invoices that are auto w/d or paid online, and having to create separate electronic batches so they aren't imported in the NACHA file can lead to issues. Being able to choose between ELECTRONIC, and Auto Draft, or Online bill pay, something along those lines would be helpful.
4 votes -
Donation Portal Tribute Uppercase/Lowercase
In the tribute options on the donation portal Memory is capitalized but honor is not. Can you please make both lower case?
4 votes -
Edit Guest Fields on Tickets in Campaigns
For some of our events we would like to eliminate the need for registrants to have to add addresses when we only need their name and email addresses. It's a lot of work when we don't need it.
4 votes -
Tributes sent - should be in the logs for the profile receiving the notification
Again, with my struggle for documenting when a tribute was sent and who & how it was sent to - please make this reportable.
4 votes -
Fund Advisor: grant catalog card view
Love the new card view for the Grant Catalog. Would love to have this same view for the Fund Manager portal as well so when a fund advisor logs into their fund portal and clicks the Grant Catalog link, the catalog would be in card style like the donation portal of Fund Listing, Grant Catalog, Events, and Nonprofits since we don't use Stripe.
4 votes -
First and Last Donation Date to change based on other report filters
It would be extremely beneficial if the first and last donation date field would change based on other filters in the custom report. Ex. A donation report filtered by a fund that shows all the donors to the fund with the date of the first and last donation to that fund.
4 votes
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