1046 results found
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Let's Encrypt Certificates for custom domains
Ability to enable 'Let's Encrypt', which would allow us to issue our certificates with our url without having to jump through additional hoops.
1 vote -
Sum total in Summary Table
Hey there! Regarding Summary section under any Profile, ex: Profile -> Donor -> Summary -> "Donation Summary (Direct and Advised) (Household and Members)" Section. For some reason, there's no values for the yearly totals for this section, as opposed to the "Donation Summary (Household and Members)" section, which does.
It's very convenient that the Donation Summary sums up the totals of each year, Fund, and all time giving, but I'd if the Advised AND Direct Summary Table also provided those values, as it can be time consuming calculating those values by hand when we need that information when meeting with…
1 vote -
Comments
I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.
2 votes -
Profile images included in campaign report to review list of attendees
If there was a report for campaigns that also pulled in the image data of the profiles, it would help donor services team members review large attendee event lists and learn donors/businesses/trustees' faces/logos and their names/titles while also recognizing easily who will be in attendance at the event. It would be a great philanthropic tool and overview.
1 vote -
mgriffin@wildlifeflorida.org
When using the LOI process, there are buttons that say "Save LOI" and "LOI Complete." We use the LOI process for other things than just an LOI, including sponsorship requests. It's confusing to have these buttons when the request isn't an LOI. Would be wonderful if we can customize the language in those buttons. If not, changing those buttons to something more generic like "Save Request" and "Request Complete" would help them be relevant to most scenarios.
2 votes -
mgriffin@wildlifeflorida.org
When using the LOI process, there are buttons that say "Save LOI" and "LOI Complete." We use the LOI process for other things than just an LOI, including sponsorship requests. It's confusing to have these buttons when the request isn't an LOI. Would be wonderful if we can customize the language in those buttons. If not, changing those buttons to something more generic like "Save Request" and "Request Complete" would help them be relevant to most scenarios.
2 votes -
Allow applicants to update Organization address again
Please restore the site settings allowing admins to designate specific org page fields that can be updated by applicants. I recognize that not every client wants this, but as a trust-based org, we'd like to give our grantee partners the autonomy to update their address on their own rather than having to reach out to us. (And if you all don't recall how this used to work, please reach out to me for more details.)
2 votes -
Screenshots in Notes
Add capability to include screenshots/images within Notes. This allows you to fully capture what may be needed for reference in the future when accessing a given application.
2 votes -
Add ability to edit Enforce SSO for Internal Staff pop-up message
Currently we can't edit the SSO enforcement message, but it would be helpful to be able to include the correct url that should be used by internal employees to access our company portal.
2 votes -
User Summary Feedback
As part of our October Monthly Release, we introduced a User Setting that allows you to preview the updated User Summary layout in your Sandbox environment.
This redesigned view consolidates key user details into a streamlined format to improve efficiency and usability.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?Your feedback is instrumental as we refine this experience ahead of full release.
Thank you for helping us improve!
–…2 votes -
Mark tax receipts as sent when entering manually and post them to the donor profile
- Please create a workflow that allows receipts to be marked at sent automatically when entering donations manually.
- Please also automatically post all tax receipts to the donor portal when they are sent.
2 votes -
Add save button to top of profile types list
Add a save button to the top of the profile types list (and other areas where the potential for a long list exists, such as the Philanthropic Interest Type) instead of only at the bottom. In our case, we have a long list of profile types, so scrolling all the way to the bottom of the page each time to click save can be cumbersome.
1 vote -
Prim Date on profile
Hi, I would like to be able to add the Prim Date on the address section of a profile to a report. We have many donors who move for the winter or summer to different parts of the country. Being able to report on this would help us in building mailing lists.
1 vote -
Link to User's Account in the Select User Window
Select User Window
It would be helpful to have the User Name link directly to their user accounts in the Select User Window to make deactivating or changing account roles quick and easy.1 vote -
As our team members change, we need the ability to change the approver on funds by bul
As our team members change, we need the ability to change the approver on various fund groups using a batch method. We have thousands of funds, and this is not practical to do one at a time. Thank you for your support.
1 vote -
fonts
Please include the ability to select specific fonts throughout the SLM platform, in addition to a button that removes text formatting, so that processes, email templates, and all text experienced from a user can be uniform and consistent.
I sometimes copy and paste text from other sources, like a Google Doc, Chat GPT, etc. and the platform gives us no way to keep fonts and formatting consistent. This is such a basic feature that really should be implemented ASAP. Thank you!
1 vote -
Budget Categories
It would be helpful if Foundant allowed budgets to be broken into user-defined categories. For instance, I would need categories such as Salaries & Benefits, Project Equipment, Project Supplies, etc. This would make it easier for grantors to view and track the budget. Otherwise, I have to manage these categories in Excel (or other software), which defeats part of the purpose of using Foundant.
1 vote -
Tracking in-kind donations
Having the ability to track in-kind donations i.e. non-monetary but like marketing support or gift cards or gift bags with a value
2 votes -
Comments being transferred over to summary dashboard of organizations
Comments being transferred over to summary dashboard of organizations
1 vote -
Make Alerts Function with Batch Grants
Currently, when processing grants as a batch from spendable in CSuite, alerts that would trigger when a grant is processed individually do not populate when those grants are processed as a batch.
Having a screen that pops up prior to creating grants from spendable as a batch listing all of the fund or other alerts that would come up individually all in one place for that batch would make the alert functionality integrate with batch functionality properly, ensuring those alerts are not missed due to which processing option a user chooses to use.
2 votes
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