125 results found

1. Identify Deceased Profiles/Households in Donation Creation Dropdown List

   When you go to Donations --> Create, you are currently able to select deceased profiles/households from the dropdown list to link to a new donation. Is there a way that the deceased profile/household will not show in that list? OR Is there a way to note that the profile/household is deceased in the dropdown just as it's noted when you search in Profiles?

   We mainly find this issue with deceased households as many donors are still using checks that have their deceased spouse name on the check.

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

   The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

2. Entering Credit Card Payment via CSuite with Stripe

   Instead of staff going through the steps via the website to enter a credit card, this option would be on the backend of CSuite through Donations. When a donor shares cc information, the payment option Stripe should bring up a window to enter the cc. Exactly how adding a credit card works through the recurring donation option. This option can also help with preventing duplicates in the database using Stripe.

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3. Connect Tributes to Profiles

   Is there a way to connect a tribute to a profile? If donations are made in memory of someone, shouldn't that also be linked to the deceased's profile? It links to the person who is notified, so why not the deceased. If there isn't a way to link it, is there a way to make that possible?

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow… more

4. Develop an Accurate Donor Report (related to Stripe duplicate issues)

   If your donor data is organized by household, when you view the household Donation Summary, it rolls up the giving history for the household and its members. However, the canned, CSuite Donor Report does not roll up the household members. As a result, if an individual (who happens to be a household member) makes a Stripe gift and a new donor record is auto-created, even if we catch the fact that they are part of an existing donor household (and add to the household as an individual member), when we run the canned Donor Report for giving history over a period of time, it will appear as if that individual has made a recent 'first time gift’, separate from the household giving history. This has been the source of several embarrassing interactions for our board members as they call our first time donors to express thanks and find out the donor’s household have been giving to ECF for years! The workaround is a cumbersome process of running custom gift reports, overlaying of household donors vs. individual donors, and working magic with excel vLookups and deduping.

   Please develop a standard CSuite donor report that captures a household’s giving history as it appears in the household Donation Summary, rolling up individual member giving with donations made by the household.

   If your donor data is organized by household, when you view the household Donation Summary, it rolls up the giving history for the household and its members. However, the canned, CSuite Donor Report does not roll up the household members. As a result, if an individual (who happens to be a household member) makes a Stripe gift and a new donor record is auto-created, even if we catch the fact that they are part of an existing donor household (and add to the household as an individual member), when we run the canned Donor Report for giving history over a… more

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5. Please add recurring donation end date and next date to filter reports or allow addition of columns on screen view

   Please add recurring donation end date and next date to filter reports or allow addition of columns on screen view

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6. Recurring Donation reporting and Screen view flexibility / also need description to say its a recurring gift

   Please add recurring donation end date and next date to filter reports and/or allow addition of columns on screen view for fund, etc.

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7. Online Donation Page- Recurring Donations

   Option for donors to set an end date for their Recurring Donations on online donation page. When donors enter their recurring donation online there is no end date that is able to be set, they must contact the office if they want to set an end date, for efficiency it would be easier for the donor to enter that date.

   11 votes

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8. Online Donation Page- Recurring Donations

   Option for donors to set an end date for their Recurring Donations on online donation page. When donors enter their recurring donation online there is no end date that is able to be set, they must contact the office if they want to set an end date, for efficiency it would be easier for the donor to enter that date.

   3 votes

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9. Enable relabeling of "Show all funds list" on donation portal

   The prompt at the bottom of the donation portal reads "Show all funds list" and takes you to a list of funds unchecked as both promoted and private. For us who don't list ALL funds there, the label is misleading for donor. Allow us to relabel it as needed to say "Search other funds"

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   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Updates to the legacy donation portal will no longer be considered.  This label was changed to Show Additional Funds in the new Donation Portal.  Here is a link to the help article for instructions on how to implement this new feature:  https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal

10. Public Securities Reports

    It would be great to have a reporting option for the Public Securities data in our system. Especially for annual stock distribution reporting. A report that has the options to include quantities, donation amount, sales price, highs, lows, etc.

    12 votes

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11. Option to Customize Donation Receipt Email Body

    We should have the ability to edit the text of the email that is sent with an attached tax receipt for non-online donations just like we can for the automatic email for online donations. Currently it just says "Attached is the receipt for your donation on DATE". Please allow the ability to edit this content so that we can use this feature without recipients thinking it is spam.

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    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    In Donations>Content, there is an option to edit the Donation_email_body.  This content area can contain HTML code.

12. It would be great if we could track donations and ticket purchases in Google Analytics.
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    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Released 8/9/2023:

    
    

    Donations: Enhanced the Donation Portal to easily link clients sites to Google Analytics using Measurement ID and Measurement Protocol API Secrets. In Donations Settings, there is now an option to add Google Measurement ID and Google Measurement Protocol API Secrets. Users do not have to use both fields but will need to use the Google Measurement Protocol API Secrets to populate the amounts fields for donation records on Google Analytics. Setting the Google Measurement Protocol API Secrets field will allow a site receive analytics through the Donation Settings area instead of embedding it in the HTML in Website Styles area of CommunitySuite. Clients should remove these from the HTML tags prior to configuring the new values. When syncing sites to the sandbox environments, values will be cleared in these two fields. Google Analytics can take up to 24 hours for reporting. Users will need to signup with Google Analytics to create Google Analytics using Measurement ID and Measurement Protocol API Secrets.

    Released 8/9/2023:

    
    

    Donations: Enhanced the Donation Portal to easily link clients sites to Google Analytics using Measurement ID and Measurement Protocol API Secrets. In Donations Settings, there is now an option to add Google Measurement ID and Google Measurement Protocol API Secrets. Users do not have to use both fields but will need to use the Google Measurement Protocol API Secrets to populate the amounts fields for donation records on Google Analytics. Setting the Google Measurement Protocol API Secrets field will allow a site receive analytics through the Donation Settings area instead of embedding it in the HTML in Website Styles area of CommunitySuite. Clients should remove these from the HTML tags prior to configuring the new values. When syncing sites to the sandbox environments, values will be cleared in these two fields. Google Analytics can take up to 24 hours for reporting. Users will need to signup with Google… more

13. Allow up to 3 decimal places on public security quantity field

    Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.

    25 votes

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14. Stripe duplicates

    Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.

    Please also:
    - add 'date created', and the ability to sort by date created in the duplicates form
    -devise a bulk de-deduping process

    187 votes

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15. alerts

    Please enable the alert feature on individual donations.

    7 votes

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16. First-Time Donors

    Add the "first date" field to the Donor Reports Filters.

    I had to delete 35 years of first date donations to get the 2020 first-time donors. Not efficient!

    56 votes

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17. Donor Donation Summary - Please allow a way to run this report form donor page to see donation summary for a fiscal year.
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18. show profile types in heading

    Someone might have a personal profile and an organization profile. By including "Org Profile" in the gray bar, it would allow you to quickly see which profile you are viewing before adding a donation, editing or adding a campaign.

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

19. Posting Donations

    It would be helpful to be able to select checkboxes of donations to post, rather than have the choices be "post all" or having to post selected ones one at a time.

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    Implemented  ·  2 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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20. Credit Card Fees

    I would like to be able to pay credit card fees from more than one fund. We have funds with lots of online donations so rather than our Operations Fund being charged for all of these fees I would like the ability to have the fund the donation is going to pay for those credit card fees. Thank you

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    Implemented  ·  0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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