892 results found
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default text in content
Could you create a setting in system data that allows users to set organization-wide default content settings for font family (i.e. all content uses Arial font)?
This would help us ensure that all the content in all the possible places could be the same font type, in line with our brand standards and creating a necessary professional look. Since content exists in CS in so many places, it would be much more difficult to check all the spots and settings one by one.
17 votes -
Allow Profile Edit on a Per Designation Basis
Please change the Allow Profile Edit setting in Portal Settings to be on a per designation basis as opposed to an all-or-nothing setting.
For instance, it would be great to allow fund advisor to edit their profile information in the portal but restrict nonprofits from doing so. This is not currently possible as the Allow Profile Edit setting applies to all or none depending on whether or not it is enabled.
Essentially, include the Allow Profile Edit checkbox on each designations' settings as opposed to just the general profile settings.
8 votes -
Foundant for Outlook add-in: add date to note
Please bring over the date of the email when the Foundant add-in is used to copy an email to a note in CSuite from Outlook. Currently the note date is the date the email is copied (even if that is not the day the email was sent/received), and the original email send date is not recorded anywhere in the body of the CSuite note.
10 votes -
Portal: Increase character limit on fund name box
The Fund Name display box on the fund advisor portal is too short. Many of our fund names are appearing truncated.
Please expand this box to display at least 75 characters.
7 votes -
Grant document attachment: Option to set to no grant document by fund or fund group
I would love to be able to set a default "no grant document" by fund or fund type and then have a choice at grant letter to turn off the letter like we can for award letter. It is tedious to find and delete attached grant letters to grants that do not require letters. In our case, we do not send letters with grants that come in from GLM. I understand I can turn it off by check batch, but that means I need to sort out which grants are which at the time of the check run each time…
27 votes -
Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
46 votes -
Revenue Share: "Percent" and "Avg Balance" Columns do NOT export
Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.
10 votes -
Reports: Add ability to filter on multiple primary cities
In report filters, provide the option for the primary city to filter on multiple values.
13 votes -
Giving Hub link for guest Donations to Funds marked Private
Stealing this from an archived submission: "We should be able to provide a link to give directly to a fund, even if it is marked private. This would allow people who have the direct link to give to the fund, but it wouldn't show up in the list of funds or be searchable. Sometimes people don't want it public, but have a few family/friends they would like to be able to support a fund. It would be particularly helpful in memorial situations."
This functionality exists for Campaign Events that are marked private. Can it please be implemented for donations to…10 votes -
Create Grant Request - Enhancement Option to Rename the Button
In the new portal there is an option to rename the Grant Request left navigation menu tab, which is great. However, the persistent Create Grant Request button on the top left is not something to rename. So if we want to rename the left navigation to "Recommend a Grant" which is the language our fund advisors are used to seeing, the language of Create Grant Request is not consistent. So, regardless of the option to customize the tab name, because the button is fixed we are going to be restricted to naming it consistent to the button. If we can…
15 votes -
Grant Catalog in Left Menu of new Portal
In the new portal, the Grant Catalog feature is "hidden" behind multiple clicks. Previously, when there was an active Grant Catalog the tab showed at the top alongside all other tabs. Those tabs are now on the left menu in the new portal, but the Grant Catalog information can only be found after you click Grants - adding in an additional click. Our donors have found this to be confusing and hard to find. Could the Grant Catalog be pulled to the left menu?
14 votes -
Option to display image on fund in giving hub
If an image exists on a fund in CS, provide the option to allow this image to appear on the fund in the portal instead of the default icon. Also provide the option to not have an icon or an image appear on the fund in the portal.
14 votesIn Portal Options>Giving Hub Settings> select edit. There is an option to display fund image. If an image is on a fund record it will display. I assume this request is for the Portal?
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Log Report: Add hyperlink to profiles
When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.
8 votes -
Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.
Allow for a staff person to indicate a different staff person in a 'Who' field when entering a note instead of auto populating this field with the person who is logged in.
7 votes -
List Cart Emails
Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?
8 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?
25 votes -
New Portal tutorial for outside users
Please create a Portal tutorial for outside users similar to the GLM tutorial for outside users here https://support.foundant.com/hc/en-us/articles/4479853059991-GLM-Applicant-Tutorial . This would help alleviate a lot of phone calls and emails so that we can do our jobs more efficiently. Thank you.
11 votes -
Options to Customize Portal Headers and buttons
We'd like to be able to customize the text in the section headers and buttons of the portal.
15 votesThere is the ability to customize the text in the portal. Headings can be edited in Portal Options>Portal Settings. Then select the profile designation you would like to edit. Button colors and colors on the button text can be customized, but not the text within the button.
In the same section, Portal Options> Portal Content controls text in different areas of the portal. Please reference the help article for further instruction.
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Fund Design - Permission for adding fund images and description(s)
Our Communications team would like to be able to add photos and fund descriptions but we are very hesitant to give them full fund edit permission. Can you provide a new "Fund Design" permission so that this can be accomplished?
13 votes -
Serial Numbers for Tributes
Please allow for the serial number functionality that can be enabled for tax receipts to also be an option for tribute notifications. At this time, what is sent out for the tribute notification is not captured in the system (the "receipt" PDF specifically).
Currently, CSuite allows for tax receipts to be serialized. It would be amazing if the Tribute Notifications allowed for this as well to see what was sent out and when.
6 votes
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