1117 results found
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Custom Field Type
Add link or hyperlink as a custom field data type to "one-click" to another web page or a local file share
10 votes -
Customizations to / different versions of NACHA files
The current NACHA file format requires a small edit before uploading it to our bank, which is a major US bank. It would be great to have some limited ability to customize the NACHA file, or to have formats for major banks available.
11 votes -
Category of Address
It would be nice to have the ability to update the Address Type category. I currently am not able to delete or add new Type. Therefore, one cannot mark multiple addresses as home, work, ect.
3 votes -
Link Profile should include step-sibling
Step-parent and Step-child are helpful, but step-sibling is also relevant.
2 votes -
Allow up to 3 decimal places on public security quantity field
Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.
25 votes -
Change Campaign to 'Events' or 'Lists'
When we think of campaign we think of fundraising for specific funds or projects. Current functionality of 'campaigns' seems to be more centered around creating one-time lists or managing events.
10 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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Fund Statements
Please provide an option to create a WORD document instead of just a pdf of fund statements. All the other templates have the option of creating merged templates in WORD. Creating in WORD will allow us the ability to edit the Fund Statements.
86 votes -
Split / multi-fund gifts
It would be fantastic to be able to enter split or multi-fund gifts! Having to split into multiple transactions is cumbersome, more difficult to track, and generates multiple letters.
4 votes -
Financial View Copy Option
We have many funds (outside of DAF and Endowment Funds) and each one needs a little unique financial reporting needs. It would be great if I can copy a Financial View design and tweak it as needed, instead of creating from scratch each time. Thank you.
32 votes -
Custom Reports Filter Functionality
It would be helpful to be able to edit a custom report filter rather than having to delete the filter and then adding the item you want to change it to. For example, if you have a saved report to list profiles by a certain profile type it would be nice if you could simply click on the profile type filter and check a different or additional box vs. deleting the filter, finding profile type in the list, then searching the list of checkboxes that you wish to use
23 votes -
Ability to Delete a Task
PLEASE - build in the ability to build a task. We have recently had several deceased individuals with tasks and opportunities assigned. We need to be able to delete them, rather than marking them as done. This is so important due to the fact that we are tracking our tasks completed for board reporting and so simply cannot mark something as done that was not, and no longer needs to be done.
25 votes -
Editing Invoice Templates
It would be great if we could edit our invoice templates, so that they include or charity number as per CRA guidelines.
9 votes -
Printed Checks Need Commas!
Please add commas to the formatting for printed checks. With the template the amount ten thousand prints as 10000 and it looks unprofessional and is confusing. Thank you!
57 votes -
Emailed Fund Statement Subject line
Ability to edit emailed fund statement subject line...
There needs to be a way to edit the subject line of the email when the system is sending the fund statements. Currently, it reads something to the effect of: RE: Fund Statements Reviewed 20200101:20200630 Fund Group: 10:Agency-Liabili...85 votes -
Fund Advisors Access
In our jurisdiction (BC Canada), it is against the law to reveal donors' personal information to anyone without their consent. Currently, when fund advisors are given access to their portal, they can see the names of donors to their funds. We cannot allow this. We would like Foundant to provide an option to "hide donor name" in the Fund Advisor/Donor Portal Options under System Data.
30 votes -
registration receipt
It would be wonderful if we could customize the email body of the Registration Receipts being sent like we can for donations through system content. Right now they receive an email with "Attached is your registration receipt." and an attachment. It would be helpful to be able to customize the body of the email with contact information.
Even better would be the ability to somehow include a calendar invite for events through this registration receipt email.
14 votesThe following was released on 8/28/23:
Campaign: Added Ticket Receipt Email Subject and Ticket Receipt Email Body to the Details tab on Campaigns. This will allow users to add a customized email message and subject line for ticket purchases. The Ticket Receipt Email Body will be HTML compatible, but no merge fields for this content block.
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remittance
When making payments via ACH it would be great to have a remittance advice template to produce to send to all vendors detailing their payment. Ideally it would be sent to a vendor email contact.
4 votes -
campaigns
Have the option to enter a profile id number to add them to the invitee list.
3 votesCurrently you can use the add to campaign action from the individual profile to accomplish this.
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Distribution
Ability to run distribution calculations by fund.
8 votes -
Fund Name in Tax_Receipt Templates
When generating templates for tax_receipts, a fund name fields exists. This automatically pulls the Public Name of the fund. It would be nice to have the option to include the fund's legal name as entered in the system.
2 votes
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