1329 results found
-
Add option to filter assigned tasks
We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.
4 votes -
Add multiple payment types and banking information to profiles
Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.
22 votes -
Show total (combined) balance of parent and sub-funds for fund advisors
Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?
1 vote -
Recurring Donations & Tributes
It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.
5 votes -
Total in Till for Other Payments
Can you all please include a total in the till for Other Payments? This would be a meaningful improvement for when there are quite a large number of other payments to reconcile in the till.
2 votes -
Grant Request Button OPTIONAL
Please make the Grant Request button that appears on Grants AND Scholarships on the new Giving Hub OPTIONAL. The button is not needed for scholarships as they have an application process already (in most cases).
2 votes -
Sync Sandbox to an earlier back up of Live Site
We recently lost a large portion of our custom field data because of a error on a custom field import. As the import had been run in both our sandbox and live sites, we were not able to pull the older data from the sandbox to fix the live site. Foundant cannot pull specific data out of a back up (would need to set the whole system back to the back up date) and so we are stuck with having lost that data. It would be a weight off our minds if we could know there is a work around…
1 vote -
Comprehensive Money In Daily Report
Comprehensive Money in Daily Report --- why is there no Money In Report which will capture Donations AND Profile Payments/Event tickets which can be filtered/run per day? Currently these buckets of money in live in separate sections in CSuite and we have to pull two different reports.
4 votes -
Fund Module - sort relationships by Fund Profile Category
Sort relationships to fund by Fund Profile Category
3 votes -
Change profile on opportunity
There is no option to change the profile for an opportunity once it is made. Sometimes we have the name of the person who referred it, and we put it on that profile. Then once we get the name of the client we want it on the client profile. I have to delete the first opportunity and make a new opportunity. But if this opportunity started in 2024 and I don't have the details of 2025, the created date will look like this started in 2025. I want a button on the left that says change profile similar to the…
4 votes -
donor portal financials
If a fund advisor has multiple funds, i.e. an affiliate, on the screen where they can choose which fund to access, is there a way to put the fund balance under the fund name? That way you can see the fund balance without opening each fund.
1 vote -
Grant Refunds
It would be great if the grant refunds could impact the grant total amount in the same manner as grant cancellations.
At a minimum, the grant coding from the orginal grant should carry over into the grant refund or, at the very least, have a place to enter the Fund Grant Type Name in the grant refund record.When running reports by Fund Grant Type Name, refunds are blank resulting in the need to manually code them in excel each time a report is run
1 vote -
Add a content area in the Manual Fund Statements page
In the new portal, there's not a content area available if you enable the manual fund statements option. This would be helpful to add.
2 votes -
Reporting
Currently, if you want to create a custom report only showing certain GL accounts, when you filter a bunch of accounts, it lists all of them at the top of the report in the filter section and when you export the report. It would be nice to be able to hide that field so when looking at the report or exporting it looks clean. The goal is to use some of this reporting for managers, but listing 20 accounts that are being filtered makes the report look messy.
2 votes -
Giving Hub
We need to be able to have more than one Event Ticket Tab Name. We have 19 affiliates so it is not uncommon to have more than one event with tickets for sale happening at any given time. It would be nice if this Event Ticket Tab Name was somehow tied to the actual Campaign, this way for each affiliate, their event tickets for multiple events would each have their own tab name.
2 votes -
Customize Fund Advisor portal
I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request…4 votesNote: Files can be uploaded and submitted with a grant request through the portal.
-
Export List Views - Pledges Specifically
It's great that pledge balance is available in list view, but I would love to either be able to export that table to excel and/or be able to pull that same information into a pledge report.
1 vote -
Personalization of "Make A Donation" button - to display FA's fund only
When a Fund Advisor is on the (new) Donor Portal page, a button shows up that says "Make a donation". This takes them to a donations page with all of the promoted Funds along with the user's DAF. This is a bit confusing for our user base, and we would like the option for that button to instead direct them to a page that only shows their own Fund(s). To be clear, it directs them here: https://topjfoundation.fcsuite.com/erp/donate We would prefer that it directs them to their own fund (fund id 1111 in this example) https://topjfoundation.fcsuite.com/erp/donate/create/fund?funit_id=1111
4 votes -
customizable text for tribute fields in Giving Hub
Be able to add text to explain tribute notifications in Giving Hub. Many donors don't understand the purpose of the notification. They are using it to receive notification that their donation was processed. Later, someone chooses that tribute for their donation (because you can't tell who will be notified from the dropdown), and some random person(s) gets notified of the list of donations given using that tribute. It gets ugly.
5 votes -
Change Donor Warning-Second Step
It's great when we realize we posted a gift to the wrong donor (happens a few times during our Annual Give Day). While it's easily corrected, could there be a warning that you must also Edit the General Ledger information. This is a two part process.
2 votes
- Don't see your idea?