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  1. Show completed tasks in Profiles - resurfaced from 2021 archived idea submitted...

    It would be VERY helpful to see completed tasks associated with a profile.

    Regular communication with donors and fundholders do not always fall into an opportunity so having a record of communication in the profile is very important. We need to be able to look at a donor profile and see that they have or have not received calls or emails or other actions.

    I should also be able to see all activity for that profile in one place, whether it's a note, a task or a transaction.…

    9 votes

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  2. When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  3. Since we are able to run income statements for Campaigns, it would be nice to create a budget as well. We hold events and use this option and each event usually has their own budget. - I know you archived but this is extremely IMPORTANT.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  4. Our fund advisors would really like to see support fees (aka admin fees) on the Fund Summary page. Currently the only way we can report the fees assessed to their fund on a quarterly basis is by producing a statement of activity. Including this information on Fund Summary would provide a clearer picture of activity in their fund. Thanks!

    8 votes

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  5. It would be beneficial to be able to add the Tax Receipt Template field available in reporting.

    8 votes

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  6. 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…

    21 votes

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  7. Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.

    14 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. We're running into an issue with running year over year financials for February. The system is pulling 02/28/2025 and 02/28/2024, instead of 02/29/2024. We run quite a few comparative reports and we're having to manually manipulate the 2024 column. It would be great if the engineers could fix the coding so the system would pull the month end date, rather than a set date.

    11 votes

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  9. The new "Redirect Legacy Fund Advisor Portal" option goes to the email address login page. We would like it to go to the "?userpass=1" page instead so the fund advisor gets the username and password prompt to be more like their previous experience for ones who just bookmarked the old link. Can this be added as an option or as the default for when that option is turned on?

    10 votes

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    Proposed Idea  ·  2 comments  ·  Portal  ·  Admin →
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  10. When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.

    For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.

    16 votes

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  11. It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.

    40 votes

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  12. In Portal Options> Portal Settings allow the settings to be more granular. For example, allow 'profile updates' to be set only on profiles with 'Student' designation.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  13. It would be great if an additional column for Campaign could be added to the Voucher Import template. Importing vouchers helps a lot, but it would be even more helpful if a campaign could be tagged during the import as well. Thanks for considering!

    8 votes

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  14. We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.

    1. Can the button that says “ADD TICKETS” be customized?
    2. Is it possible to limit the number of “tickets” a person can register?
    3. Is it possible to make the registrant’s address required?
    4. If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
    5. Can we skip the screen that comes…
    5 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  15. Please make the visible on-screen Profile address fields/windows LONGER. When you are entering a particularly long address, it is difficult to keep track of what you are entering.

    9 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  16. In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?

    12 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  17. Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.

    Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.

    10 votes

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  18. I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
    Our big wish is to display net investment activity from the most…

    7 votes

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  19. Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.

    43 votes

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    Proposed Idea  ·  2 comments  ·  Portal  ·  Admin →
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  20. Create option to generate yearly tax receipts via a template (like we can with Fund Statements) that we can add to the portal in either Statements or Files. Currently donors can see and print their receipts individually, but not a yearly tax receipt. A yearly tax receipt on the portal would be an great addition!

    13 votes

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