1102 results found
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organize engagement strategies
If we had the ability to organize profile types and engagement strategies it would be very helpful. We would like to be able to at least change their order in the list.
1 vote -
Profile Engagement Tab - Campaign
It would be helpfuld to list all invited campaigns under the engagement tab of the profile. Currently it only lists active campaigns. We would like a way to see more historical enagament of individuals on their profile.
4 votes -
Fund Message in C-Suite
Would like a custom message to be inserted where it says "Private Fund" with more explanation as to why a donor isn't able to donate to this fund.
1 vote -
Tax Receipts: Combine online fee and donation into one line
When we receive an online donation through Stripe, the tax letters have two lines: one for the main donation and a second for the donation fee. We would like that all on one line.
This is what we currently have:
Date of Gift {{donationdate}}, Fund Name {{#foreach item}}{{description}}, Donation Description (if any) {{donationdescription}}, Amount {{amount # $#,0.00;($#,0.00)}}{{/foreach item}}
This is what I'm trying to do:
Date of Gift {{donationdate}}, Fund Name {{#foreach item}}{{description}}, Donation Description (if any) {{donationdescription}}, Amount {{amount # $#,0.00;($#,0.00)}}{{/foreach item}}, Fee Amount (Need Merge Field), Total Donation (Need Merge Field)
1 vote -
Grant Approver: Easier way to create new approver
Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.
34 votes -
Fees per transaction report
The creation of a "most active funds" analysis report. I have done this analysis in the past, but not in C Suite. If we could have the ability to determine fees per transaction, it would be very helpful. It's a rather simple calculation to make, but harder to pull from the system and needs to be available on a per fund basis. Here's the formula:
Fees/transactional volume (Gifts + Grants)= Fees/Transaction.
Being able to access this information quickly over various time periods (year over year, 5 years, etc.) would enable us to analyze our "most active funds" and determine which…
2 votes -
Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)
Less an idea and more an observation of inconsistencies between the online version and paper version of fund statements within the same batch that requires attention. The page count of the online statement is accurate for that statement (i.e. "1 of 5"), however the page count of the paper statement gets recalculated for the full size of the paper file (i.e. "1 of 306"), as though a new batch of statements have been generated rather than compiling the already generated individual statement PDFs into a single document. Can you fix the process for generating paper statements so that the document…
6 votes -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
14 votes -
Add option to bulk delete emails and phone #'s from specific type of profile
Add functionality to be able to bulk delete emails and/or phone #'s from a specific type of profile. Two options that will help are:
1. add 'type of profile' to profile Download files
2. add 'email id' as a column option in custom reports6 votes -
New Grant Letter Type - Multiple Funds for One Project
My suggestion is for a template type that can be used for a grant letter to an organization for a single project/initiative but was supported by multiple funds.
I know that the Advanced Grant Letter allows you to pull multiple fund payment lines into a table (listing the Funds, Payment Amounts, etc). However, this appears to be more suitable to consolidate entirely separate grants from different funds that just happen to be going to the same organization into one letter. If I were to include the description field into this section, it would just repeat the same description on multiple…
2 votes -
Add a downvote option in Idea Lab
I have recently been surprised by some new implementations/announcements that are very disruptive to my work (specifically, the change in the fund search function and the announcement that there will now be a Donate button next to the grant request button in the advisor portal). Can there be a more democratic process for the ideas that get implemented? Currently it seems that the process is to get some/lots of votes in Idea Lab or to be an "important" person/organization and get your wishes granted.
At the very least, can we have a downvote option in Idea Lab so we can…
2 votes -
Live Credit Card Fee Calculation
Csuite currently allows us to set a CC fee percent that donors have the option to cover when processing a donation online. It would be great if instead of a fee percentage, they could see a "live calculation" for their credit card fee. I have attached an image of another platform that uses Stripe as their payment processor and they have integrated a "live calculation" so that the donor can see a dollar amount versus a percentage.
6 votes -
advisor name and giving history for interfund gifts in portal
It is no longer possible to see complete giving history to a fund for Advised contributions to that fund or information about the donor-advisor.
Example: The Bob & Carol Fund at OCCF advised a grant out of their DAF to ABC Nonprofit's endowment fund at OCCF once a year for six years. ABC's fund portal shows the endowment contribution, but drilling into the contribution does not display that donor's impressive six year history of endowment gifts or their address, instead it displays every interfund gift from OCCF to that endowment fund. ABC Nonprofit is now missing critical information that might…3 votes -
Ability to segregate/review profiles created through Campaigns
Add the ability to segregate profiles created through the online ticketing or donation process. Maybe using similar functionality as the "To Review" bucket in donations, or some way of filtering them in custom reporting.
1 vote -
Grantee Details when selecting "Make" Grantee
Grantee Details tab should come up when selecting “make” grantee on a profile so that Charity Check options can be updated if necessary
1 vote -
Donation Review Button
I would be helpful that after a donation is reviewed the system does not move to the next donation that needs review. For us it causes the reviewer to go back to that donor if they have multiple donations to review.
1 vote -
Add primary label to email and phone number on profile area of portal
"Primary Address" is labeled in the profile area of the Portal but Phone/Email are not. Suggest adding Primary to Phone and Email labels to reinforce the user may have additional contact information on file.
4 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,…
12 votes -
Donor Portal Logout Page
I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?
27 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.
7 votes
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