104 results found
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Event campaigns - adding fund advisor ability to view in portal
Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.
7 votes -
fundholder portal - appearance of fund advisor name
Recommendation: Use profile mailing label name, rather than household name for fund advisors
Issue: our household records appear as 'last name, first name' so that we can easily alpha-sort mailing lists, etc. However, ,because the portal is pulling the household name to populate the Fund Advisors name(s) on the primary screen for each fund, those names also appear as 'last name, first name'. ..Several of our donors are complaining about the 'last name, first name' appearance. If we could populate that field of the portal with mailing label format, or specify how we'd like the names to appear on the…
7 votes -
Closed Funds - History for Donor Portal
Could there be an option to allow donors to view the donation and grant history of closed funds on the donor portal? Currently, if you close a fund, there is no longer any access and many of our donors would like to continue to see the info.
For example, one of our donors with multiple funds was done with a fund so it was closed. However, they would like to see their grant/donation history in the portal. The only option right now is to re-open a fund that will never be used again and leave it open, or have them…
6 votes -
Make it clear when you are in Sandbox Donation or Fund Portal
When you're in the Sandbox the red boxes make it clear you're working in the Sandbox but if you click on the link to the Sandbox Donation Portal or the Sandbox Fund Portal there's nothing indicating that those are part of the Sandbox. Is it possible to add a red box on those pages as well when accessed from the Sandbox?
6 votes -
donor portal heading change
Have the heading in the fund advisor portal match the tabs they fall under. Currently you can change the name of the tabs, but the headings inside those tabs do not change. See screen shot. We changed voucher tab to invoice to better describe the content in there, but the heading in the portal stayed voucher.
6 votes -
Fund Advisor Portal: Ability to Sort the Fund Statements by Column Headings
The ability to sort fund statements on the portal was just implemented. It's better, but the static sort appears to be by the Publish Date. We sometimes publish an older statement after newer ones, so they still get out of sequence. Ideally we'd like the ability to sort statements by the displayed column headings. That would be much better.
6 votes -
Parent Fund Balance on Home Screen
It would be nice for our parent funds to be able to see the total fund balance (total of all sub-funds) on the home screen of the fund advisor portal. Currently it is showing current balance and available balance as $ . on all our parent funds.
5 votes -
ability to make a grant from the fund advisor portal grant history page
When a Fund Advisory clicks on an organization in their grant history with the intention of making another grant please add a link/option directly on this screen so that they have the ability to make the grant request. Currently there is no streamlined process for this - they have to leave this screen and go to the Make A Grant Recommendation tab.
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 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 -
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 -
Spendable Optional by Fund for Fund Advisor Portal
As the new Fund Advisor portal is built out, we need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)
This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.4 votes -
4 votes
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Highlight Create Request on portal when fund advisor does a grantee search
Feedback from donor, the Create Request link when searching for a Grantee doesn't look like a link. Highlight or different colored text to draw attention to the Create Request so fund advisors know it's a link! Thank you.
4 votes -
Add Fund Advisor Grant Request Tab Header Across ALL Grant Request Pages
We are grateful to have more content areas where we can help our fund advisors navigate the portal. We noticed that the Fundadvisorgrantrequesttabheader only displays on the initial grant request page (...fcsuite.com/erp/fundmanager/list/grantrequest). It does not show again on the next page where the grant request details are entered (...fcsuite.com/erp/fundmanager/list/grantrequest_enter). Can that header be enabled on on that page as well?
4 votes -
"Invoice" descriptions in Donor Portal
Campaigns with multiple ticket types/amounts are causing confusion to donors who cannot tie tickets to individuals. They can see a description if there is a charitable component (in the donation tab), but if it is a straight invoice (no charitable component), they are clueless on the ticket type. Our donors (for a golf tournament) would like to have immediate access through the portal instead of having to wait on ticket reports from staff. It would be helpful if the ticket type/name could be added to the description column in the invoice tab in the donor portal!
4 votes -
mobile adaptive online portals
The current layout/style does not adapt well to different screen sizes.
4 votes -
Available to Grant in Fund Advisor Portal Should Not Show a Negative Number
With the downturn in the markets we have more funds than usual that are underwater and have no spendable income available to grant. Those funds are currently showing a negative number in the Fund Advisor Portal. This is confusing to Fund Advisors. Is it possible to update the calculations so that if the available to grant is negative it would show as a zero on the Fund Advisor Portal. Or is it possible to turn off the showing of the Available to Grant by fund instead of all or nothing?
4 votes -
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.
3 votes -
email history - Fund Advisor grant request
The auto-generated "Advisorrequestconfirmemailbody" email is not in the Email History for that Fund Advisor. Can we please add it? (The Grant Post Notify email is in the History but not the Advisor Request Confirmation email)
3 votes
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