1118 results found
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Add file share status to custom file report
We often put files on fund records and share them with our constituents. We would deeply appreciate if Foundant added the "shared (yes/no) field into file reports.
6 votesThere is a Shared File field available in File Custom Reports. There is also a shared File column in the Files table.
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correct the random listing of public securities
Under public securities, instead of having a random listing of the public securities, please list from newest to oldest, or at least have the ability to sort by date. Would also be nice to be able to filter what is displayed and/or export a listing.
5 votes -
Set Grant Type & Letter Template in Batch or Default Grant Type Based on Fund
When processing grants in the New Bucket, I need to run Charity Check, set the grant type, set the letter template, and post & get approval. It appears that I can run Charity Check and Post in batch, but I still have to open each grant to set the grant type and grant letter. If these could be done in batch or even default based on the fund, the process would be much more efficient.
10 votes -
permissions in custom reports
I have not found a custom report that will show me all the groups and their each group's permissions.
It would be helpful if we could have such a report to see all the permissions in one place instead of having to go to each section.
18 votesHere is a link to a help article which lists the description of each permission:
https://support.foundant.com/hc/en-us/articles/4447782019351-Detailed-Permissions
There are several custom reports that should help you review the permission settings in your site.
- Group - will give you a list of groups
- Group Action - will give you a list groups along with the advanced action for each group. The report can be grouped by the object, then sorted by the group name to review a site's permissions
- User Action - will give you a list of Users and the permissions that they have access to. The report can be grouped by employee then sorted by object.
- User Group - will give you a list of employees and the group they have been assigned to. The report can be grouped by group name to easily review the users assigned to each group.
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sending tribute notifications
Tribute Notifications should allow you to only send emails or letters to the ones in the Needing Tribute Notification list like before the new feature update. Not to all tributes with email or mail listed as their contact method.
4 votes -
Manual fund statement needs to have option to upload to portal or not upload
When generating a manual fund statement, if it is on a time period that already has a fund statement uploaded to the portal it will overwrite that previous fund statement and does not give you any notification that it has done so. Should not be able to do that. It would be nice if there was an option available when creating a manual fund statement to upload to the portal or just simply generate. In our case sometimes a manual statement is generated prior to meeting with donor and we don't want anything overwritten that has already been reviewed and…
6 votes -
date filters for reports
Please add "current week, last week, today"
2 votesRelative date ranges for current week and last week have been added.
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Fund statements
Hello, in our foundation, we would like and will save ton of time for me, that am the one who has to run the yearly fund statements. to be able to hide the amount of the Investments manager fees. But not only hide it, that amount be able to substract it from the dividend and income line. I been doing it manually since we move to foundant in 2020. Back in fims it was possible , can you considered this idea please, feel free to reach out. thank you,
1 vote -
Campaign Ticket notification
If our campaign event is a paid event, we are notified through Stripe about the purchase so we can keep up with who has registered. HOWEVER, if it is a free event we are having a hard time keeping up with registrants because we receive no notification that they have registered. Becomes a nightmare also when you want to make sure they have a calendar invite (that CS also isn't capable of doing yet). When creating a campaign, it would be great if there was a way to add a notify section that would allow us to select people in…
8 votes4/5/2023: Campaigns: Enhanced the campaign workflow to help with the tracking of events and mailings. Each campaign will now be associated by type. Campaign types are event, marketing or historical. The assigned type will drive different campaign functionality. A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign. Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents. Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation. Campaigns will still be managed by user defined categories and can be archived within the category list. The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand…
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Delete Journal Entries (in bulk) option when they are in the "Approval Queue"
It doesn't appear that C-Suite has a mechanism to delete journal entries in bulk after they have been upload and sent to the approval queue (but before they have been posted). For instance – if an approver “catches” something (in the Approval tab) and wants to delete the file; it looks like there are only two options:
- Delete each entry 1-by-1…. which is burdensome
- Approve and process the file (even though there are errors) and then delete the transactions, which looks bad from an audit trail perspective.
A bulk delete option would be nice in this section.
3 votes -
Add Report Number when Report is open - by the report name
Please add report number by the report name so when a report is open, we can reference the number when communicating with Foundant via Chat or with other staff when creating reports for them, convenience...
7 votes03/11/2024: Custom Reports: Added the report number next to the report name when displaying report.
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Print grant letters for checks only and email grant letters for electronic grants only
Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.48 votesTemplates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
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Add Internal Grants to Grant Cycle
Add the ability to include internal grants to a grant cycle
22 votes10/4/2023:Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content. This will allow for better organization of the fields within a grant Catalog. The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.
From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog. Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants. Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.
Grantees Tab will be house all of the Grantees information. On the left hand menu, users will find a new options to Invite Grantees to the Grant Catalog.…
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Test System Emails Before Sending
We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.
83 votes -
Drill down in financial reports does not include sub-accounts
When I drill down on a number in a financial report (income statement, for example), if any transactions exist in a sub-account included in that number, those transactions are not included in the drill down detail that appears. The detail that appears should agree to the number in the original financial report.
48 votes -
"Other Detail" Field for Email Addresses
I know this idea was presented previously, but it is closed due to an update that it appears Foundant posed as the solution, so no one can comment on it. However, adding the option to set "Email Types" (while appreciated!) does not provide the same functionality as adding the "Other Detail" field where we can add our own appropriate text. Please allow this to be presented again for voting and consideration, or go ahead and include the change in your next update based on previous feedback, please. Thank you
2 votes -
Gift/Grant Reports Since Inception
Love the ease of pulling grant/gift reports from the fund's main profile, but really wish there were either an "all" or "since inception" field. We often run these quick reports while on the phone with someone, and it never fails that I have to stop, go back, look at the fund's start date, hit grant report again so that I can add an inclusive date range. Silly, but slightly aggravating!
15 votesThe following was released in March: Funds: Added the ability to run all date range for the donation, voucher, and grant reports for funds. The all date option can be found under the relative dates. When displaying the report formats to show date range from Min to Max.
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Keep Sections Collapsed Across Profiles/Funds
Some sections of information on fund and profile records (and probably other records too) are not relevant for all staff members to see. It would be great if individuals could collapse a certain section and it would stay collapsed when they went to other funds and profiles in CSuite instead of having to collapse them on each profile.
This idea is similar:
https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44244876-dropdown-menus6 votes -
Nonprofit Directory - more space for text
The nonprofit directory is a great tool for displaying our local nonprofits on our website! We would like to be able to feature more info about each organization.
Currently, each nonprofit directory entry has a maximum of 150 characters of text that can be entered. This is not enough text to give the mission of the nonprofit as well as other pertinent information. We are wondering if it would be possible to add more characters to this field. Alternatively, if we could create a custom field and add it to the directory profile, that would be great. The 150 character…
10 votes6/7/2023: Nonprofit Directory: Enhanced the Nonprofit Directory to display images, share files, and display text in html. This will allow a more robust display of the Nonprofits once a donor has selected a nonprofit displayed in the directory list. On the Nonprofit Designation's Detail tab, there is now a Show Profile Image checkbox. Enabling this checkbox will allow the images on the main profile to display onto the Nonprofit Directory. There is another new checkbox option, HTML Statement, above the statement field. Enabling this option will allow clients to use HTML code in the Statement field with up to 2,000 characters. A new description field has been added to the nonprofits detail tab. This field will allow up to 30,000 characters and is html compatible. The description will show when a nonprofit is selected on the directory view from the donation portal. A new Files tab has been added…
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tribute
The support hub directions for creating tribute notification letters are very confusing and don't seem to match up with the most recent software updates in Community Suite.
1 vote
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