1115 results found

1. delete profile from campaign

   Searching for individual profile in a campaign using 'Search Donor/Guest' field, click a profile and a small box appears with their campaign info. I would like a 'delete' from campaign button there. Otherwise I have to scroll the entire list to delete that one individual.

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   1 comment  ·  Campaigns  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   4/5/2023: 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 menu action items.   The campaign name, logo, description and dates will remain static at the top of tab as a User navigates from tab to tab.

   From the main tab, users can see the start and end date of a campaign, goals, total rsvp’s, total seats available, and create financial reports for the campaign in the left hand menu.  The notes tab will  be a place to easily find notes associated with the campaign.  The files tab will allow users to manage any files attached to the campaign.  The profiles tab will hold the list of invitees, rsvp's, and attendance for the campaign.  If the campaign is an event, three additional tabs will appear; tickets, groups and requests.  The ticket tab will allow users to set up individual tickets, pricing and track ticket sales.  The groups tab will allow users to group guests together. The request tab will have the same functionality to allow clients to track different requests for the campaign.

   Tickets have additional enhancements.  Tickets can now have a non-donation revenue and donation revenue account and a unique start and end date.  A ticket receipt template can be set for each ticket type, and be assigned to a different fund from the main campaign.  Each ticket can have it’s own number of seats available and clients can now track number of seats available from the individual tickets.  Free tickets will also no longer appear on the donation portal as $0.00 tickets.  When selling a ticket from the ticket tab, you can now chose to create a receivable for a guest.  This will allow the foundation to send an invoice. Foundations will also be able to select a ticket notify person from the foundations user list, with this enabled the user will receive an email with the name of the guest and number of tickets purchased for the event.

   When using the update profiles within the profile tab, there are additional filters available for adding profiles to a campaign. For example, when selecting a donation filtered list the new options will be: Add the profile list unmodified, choose household members as guest, add all non-household profiles, or cancel.  The add the profile list unmodified will add the household profile and individual/org profiles. Choosing household members as guest will add the household profile to the list allowing the user to choose which household members will be added as guests. Add all non-household profiles add profiles to the list as follows:  If a profile is a household, add just the members of the household. If a profile is a member of a household, add all other members of that household. If a profile is not part of a household or is an org, it is added. No profiles are added as guests. No household profiles are added. Cancel will allow the client just to start over.

   To the main tab, we have added a goal for the campaign, total donations, total pledges, and total invoices.  From the main tab, clients can all see the number of seats available, sold for the event, and total ticket sales; along with RSVP and attendance information.  In addition, there is an option for an internal description on the main tab. From the main tab left hand menu, a user can now copy a campaign, this will allow foundations to easily set up a new campaign with the same criteria as the copied campaign and then add profiles. There is also a delete option from the main tab that will allow clients to delete a campaign, as long as there are not any profiles attached.

   Mailchimp can be linked or unlinked from the left-side menu on the details bucket.  Once linked, the Mailchimp Tag  will appear on the details information. You can select the Tag to see the emails and the subscribe or unsubscribe from Mailchimp. You will also sync to Mailchimp using to the Tag link. There will also be an event log on the left-side menu from within the Tag information.

   4/5/2023: 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… more

2. Choose When to Begin Charging Admin Fee for New Fund

   Oftentimes when creating a new fund, we won't want to charge an admin fee for the first quarter after the fund is initially set up. However, there is no option to choose when to begin charging an admin fee for a new fund. Currently, we either have to leave off the admin fee of the new fund and remember to return after charging the quarter's admin fees to add a fee code or we have to go ahead and add the admin fee on the new fund at setup and remember to review the list of new funds before charging the quarter's admin fees, remove fee codes for funds that shouldn't yet be charged, and then add them back immediately after posting fees. This leaves us open to the potential for many errors - either charging a new fund a fee too soon or not collecting a fee on a fund that is older and should be charged. I think this could be easily solved by adding an option to choose when to begin charging an admin fee for a new fund in part of the fund setup. As always, thanks so much for considering!

   Oftentimes when creating a new fund, we won't want to charge an admin fee for the first quarter after the fund is initially set up. However, there is no option to choose when to begin charging an admin fee for a new fund. Currently, we either have to leave off the admin fee of the new fund and remember to return after charging the quarter's admin fees to add a fee code or we have to go ahead and add the admin fee on the new fund at setup and remember to review the list of new funds before charging… more

   66 votes

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   3 comments  ·  Admin Fee  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   6/7/2023: Admin Fee: The following enhancements are now available for Admin Fees: the ability to set funds in bulk to an admin fee type, an option to add a note to an admin fee, and on manual admin fees, the ability to select the receiving fund and accounts. The ability to create a manual admin fee is now an option in the left hand menu on the admin fee page.

   Also enhanced the fund record’s Admin fee section to have a start date field.  This start date can be used to enter a starting date to begin processing admin fees on a fund. The start date will look at the admin fees posting date. For example, if the fund’s admin fee start date is set to 1/1 and admin fee posting date is 12/31, it will not charge that fund for that admin fee.

   Enhanced the admin fee types to now have a maximum fee per year.  Clients will now see a maximum fee field added to the admin fee types.  This will allow the system to only charge a fund with that type a maximum per year.

   Funds Bulk Edit was also enhanced by adding the Admin Fee Start Date.

   6/7/2023: Admin Fee: The following enhancements are now available for Admin Fees: the ability to set funds in bulk to an admin fee type, an option to add a note to an admin fee, and on manual admin fees, the ability to select the receiving fund and accounts. The ability to create a manual admin fee is now an option in the left hand menu on the admin fee page.

   Also enhanced the fund record’s Admin fee section to have a start date field.  This start date can be used to enter a starting date to begin processing admin fees on a fund. The start date will look at the admin fees posting date. For example, if the fund’s admin fee start date is set to 1/1 and admin fee posting date is 12/31, it will not charge that fund for that admin fee.

   Enhanced the admin fee types to… more

3. Portal tributes

   It would be much easier for the advisors to have tributes (in memory of or in honor of) on the front facing portion of gifts on the portal. Frequently this info is needed for thank you notes. Currently the advisor needs to export gifts in order to see this information. This is not intuitive. We frequently need to explain the process and at times run a report and email to our donors who aren't computer savvy.

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   0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow… more

4. Fund History

   Would like to be able to skip the time spent loading the charts in Fund History - we are often searching for a specific donation or grant and don't want or need the pie charts. Clicking on donations or grants should directly pull up the list and then if we want or need the charts there should be an option to pull those up instead of having to wait through the time for the chart to load and then the list to load.

   Also please change the order to reverse chronological order. The most recent donations or grants are most often the relevant information we're looking for.

   Would like to be able to skip the time spent loading the charts in Fund History - we are often searching for a specific donation or grant and don't want or need the pie charts. Clicking on donations or grants should directly pull up the list and then if we want or need the charts there should be an option to pull those up instead of having to wait through the time for the chart to load and then the list to load.

   Also please change the order to reverse chronological order. The most recent donations or grants are most… more

   3 votes

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   Implemented  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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5. View all tasks for a profile

   It would be nice if all current AND future tasks assigned to a specific profile were displayed in the profile view.

   7 votes

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   Implemented  ·  0 comments  ·  Delete…  ·  Admin →
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6. detailed trial balance

   Can no longer see all the details...The enhancement to the Detail Trail Balance is great to show all the GL accounts with activity for a specific date range but we can no longer see the detailed trial balance in one location.

   10 votes

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   Implemented  ·  1 comment  ·  Delete…  ·  Admin →
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7. Fund name added to interfund grant & GL reports

   Please please add the fund name of the fund that is granting that money to GL transaction reports and other grant reports. Thank you! This is a must have!

   28 votes

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8. Add Attach a Note for recurring grants

   Make same option for recurring as you have for regular grants

   3 votes

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   Implemented  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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9. Uncheck All

   I have to go back more than a year a re-reconcile my main checking account. It sure would be helpful to have an "uncheck all" button at the top, so I don't have to uncheck more than a year's worth of items.

   9 votes

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   Implemented  ·  2 comments  ·  Delete…  ·  Admin →
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10. Online Donation Page- Recurring Donations

    Option for donors to set an end date for their Recurring Donations on online donation page. When donors enter their recurring donation online there is no end date that is able to be set, they must contact the office if they want to set an end date, for efficiency it would be easier for the donor to enter that date.

    3 votes

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    Implemented  ·  0 comments  ·  Donations/Donors/Donation Portal  ·  Delete…  ·  Admin →
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11. Note flagged with Alert

    When a Note is flagged for Alert, the Note Type doesn't display in the Alert banner. Could the Note Type be included in the banner so it's a more meaningful quick reference? If the Note Type label is conveying information - SEE STEWARD or something like that - then there would be no need to retype that in the Note text box.

    3 votes

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12. Add Date on Attached Files

    Auto-populate the date when a file is attached (or uploaded).

    18 votes

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    Implemented  ·  0 comments  ·  Files  ·  Delete…  ·  Admin →
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13. Bulk posting electronic payments

    Currently there doesn't seem to be a way to bulk post electronic payments that have been paid. It would be nice to be able to be able to select all the paid electronic payments to post them at once instead of one at a time.

    7 votes

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    1 comment  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    With the new check workflow that was released today (1/9/23), there is now an option to create a batch of checks filtered to vendors set as electronic.  This batch can then be posted in bulk once the payments are approved (if approval levels are set).

14. recurring grants by percentage

    I have several endowment funds that grant annually to the same grantee(s) by percentage, e.g., 50% to A, 25% to b, 25% to C, of each year's annual distribution. And always wanting the checks to be mailed the same day every year. Using beneficiaries and recurring grants, would love a function that would do the annual math since the amount changes each year.

    2 votes

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    Implemented  ·  1 comment  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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15. Apply admin fee minimums at each posting instead of at year end

    Please make minimum admin fees applicable to each admin fee period. For instance we have a $500/year admin fee minimum and fees are assessed quarterly Since our admin fees are charged quarterly, the minimum should be applied by quarter ( $125/qtr) instead of a "true up" at the last fee of the year. It makes it difficult to budget those fees if we don't receive the bulk of them until year end. And if a fund closes before year end we don't get the minimum fee.

    7 votes

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16. VENDOR SOCIAL SECURITY NUMBER

    For vendors that are individuals, I would like to suggest that there social security number is more protected. Right now it is listed clearly on their profile. I would suggest somehow masking the number, or at a minimum moving it over to their vendor info.

    7 votes

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17. Note Alerts for Grants

    It would be great if we could make notes into alerts on grant records as you can in other areas of the software. There are often special things to be aware of relating to a certain grant, so the alert feature would be really helpful for staff to be able to immediately identify a potential issue when opening a grant. Thanks for considering!

    5 votes

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    0 comments  ·  Notes/Tasks  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Note alerts are currently 

18. Fund Statement Date

    We have our letter built into our fund statements. The fund statement that shows in the "Fund Statements (Calendar Year)" section of the fund page should be a static pdf file. Not a file that re-generates the date each time it is clicked on. The statement that is marked as "reviewed" on should be the same document anyone else would see if they went to click on it for later use, since that is what would have been mailed to the donor.

    2 votes

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    Implemented  ·  0 comments  ·  Files  ·  Delete…  ·  Admin →
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19. Campaign Ticket Invoices

    It would be great if we could create an invoice from the tickets in campaigns rather than "selling" a ticket immediately. This way it will separate the donation and fees versus having to create invoices through regular payments. I have to open previous month's books in order to delete invoices and re-create them in the campaign once I finally receive the payment.

    2 votes

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    0 comments  ·  Campaigns  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    4/5/2023: 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 menu action items.   The campaign name, logo, description and dates will remain static at the top of tab as a User navigates from tab to tab.

    From the main tab, users can see the start and end date of a campaign, goals, total rsvp’s, total seats available, and create financial reports for the campaign in the left hand menu.  The notes tab will  be a place to easily find notes associated with the campaign.  The files tab will allow users to manage any files attached to the campaign.  The profiles tab will hold the list of invitees, rsvp's, and attendance for the campaign.  If the campaign is an event, three additional tabs will appear; tickets, groups and requests.  The ticket tab will allow users to set up individual tickets, pricing and track ticket sales.  The groups tab will allow users to group guests together. The request tab will have the same functionality to allow clients to track different requests for the campaign.

    Tickets have additional enhancements.  Tickets can now have a non-donation revenue and donation revenue account and a unique start and end date.  A ticket receipt template can be set for each ticket type, and be assigned to a different fund from the main campaign.  Each ticket can have it’s own number of seats available and clients can now track number of seats available from the individual tickets.  Free tickets will also no longer appear on the donation portal as $0.00 tickets.  When selling a ticket from the ticket tab, you can now chose to create a receivable for a guest.  This will allow the foundation to send an invoice. Foundations will also be able to select a ticket notify person from the foundations user list, with this enabled the user will receive an email with the name of the guest and number of tickets purchased for the event.

    When using the update profiles within the profile tab, there are additional filters available for adding profiles to a campaign. For example, when selecting a donation filtered list the new options will be: Add the profile list unmodified, choose household members as guest, add all non-household profiles, or cancel.  The add the profile list unmodified will add the household profile and individual/org profiles. Choosing household members as guest will add the household profile to the list allowing the user to choose which household members will be added as guests. Add all non-household profiles add profiles to the list as follows:  If a profile is a household, add just the members of the household. If a profile is a member of a household, add all other members of that household. If a profile is not part of a household or is an org, it is added. No profiles are added as guests. No household profiles are added. Cancel will allow the client just to start over.

    To the main tab, we have added a goal for the campaign, total donations, total pledges, and total invoices.  From the main tab, clients can all see the number of seats available, sold for the event, and total ticket sales; along with RSVP and attendance information.  In addition, there is an option for an internal description on the main tab. From the main tab left hand menu, a user can now copy a campaign, this will allow foundations to easily set up a new campaign with the same criteria as the copied campaign and then add profiles. There is also a delete option from the main tab that will allow clients to delete a campaign, as long as there are not any profiles attached.

    Mailchimp can be linked or unlinked from the left-side menu on the details bucket.  Once linked, the Mailchimp Tag  will appear on the details information. You can select the Tag to see the emails and the subscribe or unsubscribe from Mailchimp. You will also sync to Mailchimp using to the Tag link. There will also be an event log on the left-side menu from within the Tag information.

    4/5/2023: 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… more

20. stripe deposits

    We are not automatic with Stripe yet so maybe this will change. But when I reconcile deposits, instead of rolling each deposit date up into one total in the bank reconciliation area, it lists each gift out. It makes it difficult when cash is not reconciling to find the issue. Requesting that the total deposit that is reconciled is totaled in the bank rec area versus individual line items

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