78 results found
-
Login As --Removes user's existing login
I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…
78 votes -
Household Donations on Donor Portal
Is it possible to show the donations of linked households on the donor portal? Our Foundation processes donations from the household, however users login under their individual profile. It would be great if donors could see donations from their household as well as their individual profile.
42 votes -
Closed Funds - Displaying Activity on the Portal
We really would appreciate the ability to show closed fund activity on the portal. It’s often extremely important for our donors to see historical information, even when a fund is no longer being used. If closed funds can’t be shown there, could CSuite provide an ability to merge Funds, similar to the ability to merge Profiles?
Let me provide a little background: Our foundation’s process is to close a fund when the type of the fund changes (i.e. passthrough to endowed). Being able to show the history of the gifts/grants in the fund advisor portal would allow our fund holders…
26 votes -
donation comments
Consider adding Donation Comments/Donation Notes to be visible under the Grantee and Fund Advisor tabs (similar to how they are now available on the donor tab).
The Donation Comments/Donation notes were recently added to the donation portal, but we find the larger use case is for the Grantee and the Fund Advisor to see the Donation comments in their portal tabs. Without this, they are missing important context and have to be interacted with manually by our staff to continuosly provide this information.
24 votes -
Portal: Display donor mailing label or recognition name instead of name
Options for how fund advisors see donor info -- When displaying donor info to a fund advisor in the portal, we should have options for how the name is displayed. In many cases, it would be great to have the Mailing Label field (e.g. J. Jackson Smith) or Recognition Name field (e.g. Jack Smith) showing instead of the Name field (e.g. Smith, Jonathan Jackson).
13 votes -
Indicate Required fields on Grant Request form
In the Fund Advisor portal, on the Grant Request form, there is no indication (such as with an asterisk) which fields are required, so a user must click the submit button before they are advised which fields are required. It would be nice if required fields could indicate they were required when the form is first loaded.
24 votes -
Show $0.00 Spendable Balance
Currently, when a Fund's spendable balance is $0.00 it does not show on the portal. It would be helpful for Fund Advisors to know their spendable balance has been exhausted.
22 votes -
"Back End" Affiliate/SO Fund Advisor Portal Styling
Reposting with more clarification-
We need the ability to style Affiliate/SO Portals on the back end, previously this was in the "Donor Portal Fund" section of styles (see attached screenshot). Currently, all of our affiliate/SO funds will lose their specific branding if we enable the new Portal enhancements. We consider this a priority to move toward the new portal to ensure our partner funds/foundations are properly identified to their stakeholders.
21 votes -
Add Additional Fields to Grant Request in Portal
Please add additional fields to the Grant Request settings in CS/Portal. We need additional fields to capture the fund advisors' recognition for each grant request.
7 votes -
Portal: Include advised donations in "My Donations" tab
Include donations advised by the donor in the 'My Donations' tab on the portal. Without it, donors are not seeing their true complete giving history.
17 votes -
Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…
13 votes -
Fix Mobile View for Portal
I just logged into my personal Donation/Fund Portal using my Google Pixel 8 and it does not look good. Many of the fields are overlapping and cannot be read properly. Please update/modify for responsive use, it's not built taking this into consideration.
7 votes -
Display investment activity and fees by fund on fund advisor portal
It looks like my idea was implemented back in 2022, but I don't see it available on the new version of the fund advisor portal. Our fundholders are used to seeing monthly investment activity published to their accounts, as well as fees charged on a quarterly basis. The Financials section allows for statements, but allowing users to generate statements is risky and not always accurate. Is there any way to publish investment activity and fees to the fund summary screen?
10 votes -
portal style
In the new Fund Portal, users have expressed several issues with navigation and confusion because of a lack of information:
- When in a specific page on the fund portal, the tab is not highlighted, nor is the text emboldened, in the left-hand menu to reflect what page they are on.
- Add a logout button in the top menu options without clicking through to profile.
- Add customizable text options to the Profile page - we currently don't allow users to update their contact details while we are merging profiles on the back end. We want to add text to let them…
11 votesRequest #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.
-
Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
17 votes -
Portal: update breadcrumbs when tab names are changed
When a tab name is revised in Portal Setting, have the 'breadcrumbs' on the portal reflect the new name and not the original hardcoded tab name. Example: if revise Nonprofit Directory tab name from 'Directory' to 'Index', would be great if breadcrumbs back to previous pages reflect 'Index'.
11 votes -
New Portal tutorial for outside users
Please create a Portal tutorial for outside users similar to the GLM tutorial for outside users here https://support.foundant.com/hc/en-us/articles/4479853059991-GLM-Applicant-Tutorial . This would help alleviate a lot of phone calls and emails so that we can do our jobs more efficiently. Thank you.
8 votes -
Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name
Donor Portal (Fund Advisor Portal) >
Scholarship Tab >
Export >>> Add 3 columns: Grant ID, Payment Date, Recipient NameTCF
9 votes -
EIN - add to grant request for manual grantee
Add EIN to the list of fields when fund advisors are creating a new grant request
12 votes -
Show Multiyear Grants in Grant Summary table as they are paid
True multiyear grants that are approved once and paid out over several years do not show up in the grant summary table (grant tab of the Grantee designation) until the final payable is paid out. After the final payment, the entire grant amount is shows only in the approved year, which could be serval years prior. Now that this table is also shown in the Grantee portal, it provides an incomplete picture of the yearly grant summary when multiyears are involved, and causes customer confusion when the entire amount suddenly appears years in the past.
Please consider showing each payment…
10 votes
- Don't see your idea?