1243 results found
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Donor Portal App
We would like the ability to have a donor portal app, with our Foundation's branding, that users could access from mobile devices.
11 votes -
Financial Views
When adding an account group in the financial view, it would be helpful to be able to have a box "select all" accounts and then unselect the ones that are not needed. Otherwise, it takes a long time to select a large group of accounts.
19 votes -
Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes -
Custom Field Report Name for Profile Steward and Fund Steward Are the Same.
I'm not sure when this field changed (recently as I pull reports regularly). The previous field for the steward on a profile was 'Steward' and the field for fund steward on a fund was 'Fund Steward'. This has recently changed to the same field name of 'Steward Employee ID'. The only way you can tell the difference is by what section the field is under, profile or fund. It would be nice to know when fields change on a report so I can ensure that my existing saved reports are pulling accurately.
I suggest changing the field for the fund…
1 vote -
Change Engagement Strategy type of variable
Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.
1 vote -
Sponsored org
Can we add sponsored org to the profile of a organization. This would be helpful so if we create a check for an org, that sponsor automatically goes on the check and gets paid. This will also help with record keeping when we pay grantees.
8 votes -
media file library
There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud
6 votes -
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…
22 votes -
Donation Advisors
It would be helpful if we could have more than one Donation Advisor (i.e. soft credit) on all gifts. For example, if a couple gives through a commercial DAF or trust, we can only add one of the members of the couple or the household. If we add the household as the donation advisor, the gift history will only show on the household. That information doesn't flow down to the individuals. But if we add one of the two spouses, that information will roll up to the household. If we could add both spouses, that would be ideal.
2 votes -
letter
I would like to have the field School/Grantee available in a letter template for both scholarship award letters and scholarship letters.
2 votes -
Identifying Yearly Tax Recipients
Would it be possible to create a Boolean field on profiles to indicate that they should receive a Yearly Tax Receipt? The batch process for generating Yearly Tax Receipts relies of filtering the list of Donors, however there does not currently appear to be a consistent field/value available to filter Donor records for this purpose.
3 votes -
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed.
When emailing statements from Fund Statement Grouping, the file attachment reads "statement.pdf" for all statements that are emailed. Having the name of the fund would be helpful for those who received several statements. We have complaints from advisors of their difficulty when receiving them when they all say the same thing. Example: Advisor has 6 different funds with us, each fund has an Agency and Donor portion. They receive 12 emails with all of them having attachments that read "statement.pdf". I've inquired through Support who said it wasn't possible, and have searched through Idea Lab and haven't found anything on…
3 votes -
Grant description field should be larger so it can be viewed without scrolling
Could you please modify the grant description field so that it automatically wraps text when adding or editing descriptions?
Currently, the field allows up to 255 characters, but it's challenging to verify entries because we can't view the entire description at once. It would greatly improve usability if the description text wrapped within the field during data entry, allowing us to see the complete description without having to scroll. Once the grant is saved, we can read the entire description in one field but still have to scroll when editing.
24 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
28 votes -
Fund Advisor Portal: ability to show asset balances
Pool of Investments would be a nice field to have on the portal as it would show the current cash balance. Is there a way to pull asset balances (specifically investment pool figures) in as a new field on Fund Summary? Current Balance accounts for pledges receivable and grant payables - so for funds that have receivables or payables, Current Balance doesn't reflect what's actually in the fund (from a fundholder's perspective).
7 votes -
Merge fields for email receipts
We'd like to have more customization ability for auto emails after online donations.
2 votes -
new portal
In the new portal, the Steward is listed in the middle of the fund financials. After the numbers but before the charts. It was at the top of the page in the previous portal, which made more sense. Can we move it out of the middle of the fund financials?
2 votes -
FA access to donation receipts
I just learned on the Idea Lab Live session that the DONOR tab has to be functional in the Portal for FAs to be able to view their donation receipts, thus making the portal accessible to any of our donors. We do not want this, we want to limit access to the portal to only our fund advisors, while still being able to provide them with the information they need. We are not comfortable with not being able to control who accesses the portal for information. If it is possible to restrict this to FAs, please make it so.
3 votes -
Grant Request: See grantee address on grant request page
When making a grant request fund advisors are able to see the grantee name, but not the address. They can see the address at the review stage before submitting, but this means if they selected the wrong location they need to go back, delete it, find the right grantee and make the grant request all over again. We've gotten some feedback that some fund advisors are afraid to move forward in the grant request process because they are worried they selected the wrong one. If they use the grantee search they can see the address, but if they use the…
3 votes -
tributes - memorial and honor
For the tributes, I would like to see ablility to be able to have memorial and in honor within the same donation and be able to send out sep
1 vote
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