1118 results found
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Profile field for nicknames or preferred names
We would like a Profile field for Nicknames or Preferred names.
For instance, in formal correspondence we would use a full name. With informal correspondence, we might use a preferred name. Like James or Jim, Robert or Bob, etc.2 votes -
All grants listed
It would be helpful to have the option to click on 1 button to get a sortable list all grants made from a fund.
When clicking on Grant Report from a fund, I must select a specific date or range of dates to see a list of grants from that fund. The problem is that when I'm searching for a specific grant that I know has been made from the fund, but I don't know when it was made, I have to either search several times, create a custom date range, or back out of the fund profile, look up…
2 votesYou are able to access a complete list of Grants from a Fund from the Fund History page. In a Fund, select History from the left side menu. Click on the total Grant award link and a complete list of grants will be listed.
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pledge balance
It would be helpful to have "Pledge Balance" be included, along with "Pledge amount" and "Pledge payment", as a column when you run a pledge report.
6 votesPledges were moved to a list view with the pledge amount and balance as a column. In order to easily view the payment amount, create a cash flow report from the left side menu.
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Recurring Donation reporting and Screen view flexibility / also need description to say its a recurring gift
Please add recurring donation end date and next date to filter reports and/or allow addition of columns on screen view for fund, etc.
4 votes -
task email notifications
Have the option to have an email sent to the taskee and for the person who assigned the task to receive an email when the task is marked 'done'
4 votes -
Fund Statements - PDF for Online Statements
It would be nice if we could review the online statements prior to posting them to the donor portal as one batch instead of having to click on each one individually - similar to the paper copy option. In addition, still keep this PDF as a static PDF after they have been marked complete.
We check specific funds for errors before we upload them but if there was a PDF file we could check random funds as well.
1 vote -
Change Fund statements Link in the donor portal
Could the link say "View/Print" instead of just "Print" ?
24 votes -
positive pay
When I do the Positive Pay Export and open the file in Excel to edit it to the bank's template, the same check number appears two or more times if there are more than one funds collated on a single check. This causes exceptions to the import file with our bank. Can this be fixed to just show the total for each check?
9 votes -
Spendable Balance field in reports
Please add the Spendable Balance field to the list of available fields in the Fund - Custom Report. We have several custom fund reports that we could produce directly from CSuite if we could add that current spendable amount also. As it is, we must export and either merge with the spendable field from the fund balance report or manually enter the spendables into our Excel spreadsheet.
67 votes -
Create Spendable Grants by fund
Allow the creation of spendable grants by fund, without having to do an entire group or subgroup at a time. We have nearly 200 designated & agency funds, and some require steps with the beneficiary before the funds can be released, per their original fund agreements. It would not be possible to process them all in one run. Or, after selecting a group/subgroup, allow us to select which ones we'd like to process at this time.
8 votes -
Admin Fee Types Available in Reports
I would like to use the Fund Fee Types in custom reports, similar to other fund groups.
29 votes -
Statement vouchers -format dollar amounts to show commas
When proofing statement vouchers, it would be much easier to proof if the dollar amounts showed in currency/number format (with commas).
37 votes5/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
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Flag a donation from a donor if there is an outstanding pledge payment due.
When a donation is received from a donor with a pledge payment due, have a pop-up or flag saying so. This way the donation will be applied to the pledge versus being recorded as a donation.
Thank you for your consideration.
11 votesThe pledge is displayed across the top of the donation creation screen.
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Org Role needs to "live" on Org profile not just the Individual profile
Can the Org Role "live" on the organization AND the Individual profile? Working with Margaret on a custom report, I was told that for the custom Grant report that I am building - I want to include an Org Role (Grantmaking Contact for that Org/Grantee) and subsequent individual profile email linked to that Org with that Org Role) for all grants issued last week - cannot be created because the Org Role actually LIVES on the Individual and since it's a grant report, the Org Role link is not available. This Org Role linked information needs to be available please.
1 vote -
Enable relabeling of "Show all funds list" on donation portal
The prompt at the bottom of the donation portal reads "Show all funds list" and takes you to a list of funds unchecked as both promoted and private. For us who don't list ALL funds there, the label is misleading for donor. Allow us to relabel it as needed to say "Search other funds"
3 votesUpdates to the legacy donation portal will no longer be considered. This label was changed to Show Additional Funds in the new Donation Portal. Here is a link to the help article for instructions on how to implement this new feature: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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alerts
Please enable the alert feature on individual donations.
7 votes -
Export Donations from Campaigns
Please allow the ability to export donations made to a campaign instead of just displaying them. This would be greatly helpful for sorting gifts to campaigns for reporting purposes. Even better...if the donors' address, salutation, etc. was included we could use the export for a mail merge list, and include the donor's previous gift amount right in the letter.
7 votesWith the changes to pledges this year, there is a left side menu option titled donations when in a campaign record. If you select this option, a donation custom report will open which is filtered to the campaign. There is an Export option under the title of the report.
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Accounts payable
Is there a way to decrease the number of lines showing on the initial AP screen? The vendor name and grantee name column should be wider so you don't have three to six lines devoted to one payee record.
1 vote -
Grant refunds should create adjusted amount on the same grant record.
When recording a grant refund, the system creates a new grant record that is negative rather than reducing the paid amount of the grant being refunded. If a payment is intended to be reissued, it would require the user to create a whole new grant entirely rather than just adding a new payment on the same grant. The fund advisor on the portal will then see the original grant, separate grant with a negative amount, and a new grant for the re-issuance. This is also inconsistent with how scholarship refunds are handled which reduces the scholarship paid amount and requires…
6 votes -
Custom report donation fields
It would be extremely helpful if there were fields for first and last donation in custom reports. Right now we have to get creative in how we pull reports using these fields and it would be much easier if there were fields dedicated to at least these two common data points!
8 votes03-07-2023- Custom Reports: Enhanced the profile report to have the ability to add the last donation date and first donation date to a profile custom report and added them as filters as well.
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