1042 results found
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Net proceeds total for stock donations
When reviewing stock sales the screen shows the list initial value of the securities with a total. The sales history on the same screen shows the net deposit without a total. Can you add a total so we can tie out to the net deposit?
8 votes -
export button on grant summary
In the portal, the grant summary does not include an "export" button like the grant history page does. I think adding this would allow for a consistent experience for users. Please add an "export" button to the grant summary page.
4 votes -
Edit Custom Filed for Scholarship/Grant
When a scholarship becomes a grant there is no way to open all the custom fields for editing, like you can with an original grant. We currently have to select each one individually to edit and we have a lot. Can an edit custom field function on the left nav bar be added?
4 votes -
Ability to report on which address a voucher is set to send to once processed
We would like the ability to run a report that shows which address a voucher payment will be sent to once processed. Our Finance Director would like the ability to review these addresses before approving them for payment to ensure the payments are sending to the correct address.
Most of our records default to the primary address. A few direct to the pay address if we have used it, and sometimes we enter an address under "other" so it's currently not easy to pull those fields into a report for our director to review.
4 votes -
Choose specific grant/check/donation to test Templates
It would be great to be able to choose a specific grant/check/donation for the Test Function with Templates. It would be an extension of the ability to check Template Fields by entering a specific record.
This was a previous idea that was archived: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45432349-verify-testing-templates
Hoping to generate more interest this time around.
4 votes -
Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
30 votes -
Develop Login Report that also shows Profiles logging in with PIN
Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,…
11 votes -
View Only permission option for Log In As in New Portal
We would like a 'View Only' permission option for the 'Log In As' function in the new portal. For audit purposes, we can't have multiple people use this feature as it stands. However, it is crucial for our donor/partner engagement teams to be able to support our fund holders and grantees using this feature.
6 votes -
Add "Do Not Enforce Spendable" as a Field/Filter in Custom Reporting
Please add the "Do Not Enforce Spendable" field from the fund restrictions settings as a field and filter to the fund custom report.
Currently, it is not possible to report or filter on this field whatsoever.
6 votes -
Import Org Roles
I'd love to be able to import org role relationships for existing records the same we can import relationships. While I know we can bulk add org roles, this doesn't solve the fact that the start and end dates may be different. For example, I am relinking some former board members to our organization profile - they all have different dates of service I want to capture by using the start and end dates. While I can bulk add the Board member org role to these profiles and connect them in bulk to our organizational profile, I still have to…
3 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'.
13 votes -
Add Proxy Information in System Log when Login As is used - Audit Purposes
When I login as another CSuite User and then make an update, the system log shows the action was made by the CSuite User, not by me proxied in as the CSuite user. Is there any way for you to record in the system log when an action has been completed by someone else proxied in as the user? We feel this is critical for audit purposes.
13 votes -
Report Filtering
When running reports, it would be helpful to expand filtering options in general. For example, I can currently add a filter for "Ref" under the Notes report and stipulate "NOT profilepayment" but I cannot add multiples such as "NOT profilepayment and NOT donation". The help desk said the only way to do this would be to build multiple reports. I've run into this filtering limitation with other reports/fields as well.
6 votes -
bulk manage note and task types
This is reopening and combining a few previous ideas. We have tons of note and task types, please give us the ability for separate types. It would be so helpful if we could streamline them by changing them from one type to another as can currently be done with profile types. Thank you for reconsidering this option.
3 votes -
Open Scholarship Bucket
When a scholarship refund comes to us and we refund the amount but are waiting to hear from the student to determine whether to defer or cancel, the scholarship is open. The bucket tab shows there are open scholarships but does not list them. The only way to see the list is to click Undecided/Unassigned. Is there a way to either list them in the Open Bucket, and/or create the option to put them On Hold similar to Grants?
4 votes -
Expand Outlook Integration for reading notes & profile details
The new Add Note to CSuite add-in is much appreciated but would be even better if you could also use it for composing an email and view existing notes & profile details. When we were demoing a competitor's platform before signing up with Foundant, they had an integration that would have a pop up showing the profile picture, details, and notes for the recipient with a live link to the profile in the platform. Would love to see something similar developed for Foundant.
5 votes -
Show 'private' funds in the Foundation Fund search dropdown when in the advisor portal
Add 'private' funds to the Foundation Fund list when clicking on 'Create Grant Request' on the Advisor Portal. These funds currently don't show. We have fund holders who want to make an internal grant from one private fund to another private fund.
Also add the option to search for 'other Foundation Funds' when choosing 'Search Grantee'. An advisor should be able to search for a grantee OR a foundation fund. Currently, searching for a foundation fund is only available when clicking on the 'Previous Grantee' button not the 'Search Grantee' button.
6 votes -
scholarship award lettter
The email template (from Scholarship/Content) for a Scholarship Award Letter only offers one field for the Dear "Student.Name" . Please give us options - at least "First Name" because sending and email that says Dear Last Name, First Name is kind of terrible.
3 votes -
Automatically Populate Grantee Contact on Internal Grants
Automatically Populate Grantee Contact on Internal Grants:
It would be great if the grantee contact field would automatically populate with the primary fund advisor on the recipient fund for internal grants and/or we could have a drop down menu with fund advisors to pick from, as opposed to having to manually enter the grantee contact via profile ID each time.
This already happens for external grants-- so it would great to have the same functionality for internal grants.
Thanks! -TCF
13 votes -
grant to spendable
It would be very helpful to have the option to post internal grants to receiving fund spendable during grant entry. As it is now, we have to post the internal grant, then click on the Donation ID, then click on Apply to Spendable [change].
4 votes
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