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  1. it would be nice and save a tremendous amount of time if the journal entry import was a field or column mapping process. The strict formats provided are tedious and take a lot of time to format prior to import.

    2 votes

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  2. We have several fund groups that have the same beneficiary and we have to add them individually. It would save a lot of time if we could bulk edit the fund group to add beneficiaries.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  3. Currently event ticket sales is the only place to post an item to sell where the proceeds will benefit the fund. This is confusing for some folks how it appears to the buyers. We are selling a book where the proceeds will benefit one our funds. In the future there could be campaigns selling a t-shirt or other items with all proceeds benefitting the fund.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  4. Send CSuite grant to GLM for reporting purposes

    2 votes

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  5. When posting/approving grants, if there are no more grants to be reviewed, why do we have to then click to return to the grant you just approved? This extra step will really make a difference in Q4 when we're posting several hundred grants.

    1 vote

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  6. Household is setup with members but the members, in the profile module, do not have profile links setup, for instance SPOUSE. Would be great to be able to bulk update the members to automatically assign a profile link to the members instead of manually adding.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  7. When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  8. In the Giving Hub if a Fund has multiple FA can they be listed within the Fund.

    1 vote

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  9. For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?

    1 vote

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    0 comments  ·  Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal

  10. A fund statement interval (statement type) of semi-annual would be useful to us.
    Thanks for considering.

    2 votes

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  11. On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.

    2 votes

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  12. Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  13. It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.

    21 votes

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  14. When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.

    15 votes

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  15. Please allow styling of the Your Ticket tab donation portal; we would like to be able to have consistent logos and banners on that tab to match the other tabs.

    5 votes

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  16. Would you please consider adding a sort option or categories for events? We have events for NonProfit Professionals, Donors, Development Officers etc and it would be nice to be able to group them together for ease of viewing and registering.

    5 votes

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  17. We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.

    17 votes

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  18. We have a Campaign - Race (5k Run/Walk).

    Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.

    • Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
    • Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.

    IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.

    I apologize if this isn't clear. I have to figure out the best way to solve this problem.

    1 vote

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  19. When a donor with an existing profile makes an online donation, the receipt is sent to the donor's primary email on file rather than the one provided at checkout. Hoping this change can be prioritized as it could be problematic for many reasons.

    20 votes

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  20. It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.

    Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.

    Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…

    71 votes

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