1424 results found
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Improve CC Field Selection When Sending Grant Letters via Email from Document Bucket
When processing grant letters through the Document Bucket and sending them via email, the system automatically populates the “Email” field using the primary email address on the profile.
However, the “CC” field currently requires manual entry, even when additional email addresses already exist on the profile.
It would be very helpful to enhance this workflow by allowing users to select from existing email addresses tied to the profile, rather than manually typing them in.
Suggested Enhancement:
Add a dropdown or selector within the CC field that:
-Displays all email addresses associated with the profile
-Allows users to quickly select one…6 votes -
Hide historical events when buying a ticket from a profile payment
I need old events to NOT show up on the “Sell Ticket to Campaign - Choose Ticket” page. See attached picture. Right now, we only have a couple years’ worth of events, but I’m worried about how long it will get once we start having more events. I’ve tried making the old events “historical” events, but they’re still showing up as available tickets to purchase.
Additional info: I get to the “Sell Ticket to Campaign - Choose Ticket” page when clicking “Buy Ticket” from a profile payment. There are both current and past events visible that have clickable ticket links.…
8 votes -
Expand capability of "add note to CSuite" Outlook integration
Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).
100 votes -
Sync Household Address When Individual Updates Address via Portal
Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically…9 votes -
Functional Expense Allocation by Account
It would be helpful to be able to split accounts by functional expenses. For example, Occupancy accounts may not change allocation year over year, so it would be great to be able to set Occupancy accounts to be, for example, 75% G&A, 25% Program. You have enabled allocations on vouchers, but it appears accounts have to be set up as all or nothing, and that is not overly helpful.
5 votes -
portal demo
A potential fundholder wants to get a tour of our portal ahead of deciding whether to open his fund with our community foundation. Is there a way to give him a tour of our white-labeled portal without showing him another person’s donor-advised fund data?
Just like Foundant, or any other software company, community foundations need the ability to walk a potential fundholder through the UX of the system as part of their cultivation efforts to open new funds.
15 votes -
Recurring Grants: Edit Amount
Currently fund advisors can edit the date and number of cycles of recurring grants through the portal, but not the amount, which is the most common change fund advisors make to recurring grants. Thus the amount should be made editable.
27 votes -
Multifund security donation
Currently, multifund donations can only be processed via check/ACH. We would like the ability to process a stock donation similarly rather than splitting the shares up into multiple transactions.
4 votes -
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles.
When you mark a profile as "Do Not Mail" or similar it would be great if there was the option to update linked profiles to the same status. Similar to how when an email address is updated, we're asked if we want to update all instances.
3 votes -
Inactive Contact Information - Move or Hide
When a piece of contact information is marked inactive, it should either be moved to the bottom of the list or moved to a different tab. It also should not show up at the top of the profile screen.
Examples attached:
- Screenshot showing inactive address at the top of the addresses list
- Screenshot showing an inactive address in the primary address section at the top of the screen when both addresses were marked as inactive
3 votes -
Option to Hide Cover CC Fee Checkbox on Event Checkout
Currently, the cover credit card fee checkbox appears for all registrants during event ticket checkout and cannot be disabled at the event level. For foundations that do not want donors covering CC fees for specific events, the only option is to include messaging asking registrants to skip the checkbox -- which not everyone follows.
A toggle at the event level that controls whether the cover CC fee option displays during checkout would give foundations more control over the experience and eliminate the need for workaround messaging.
3 votes -
Shortname needs to work in all fund fields
shortname works in most fund fields through out the system; however, it does not work when adding a fund on the fund advisor screen. Please make it consistent so that using shortname works in all fund fields....
3 votes -
Single Year End Receipt for Recurring Donations
Please integrate an option for a yearly consolidated tax receipt that would issue a single tax receipt number for all annual recurring donations, instead of having to send12 separate receipts at year end. This is standard practice in Canada and is required to comply with Canadian law/CRA. We are not able to send a summary document with all receipt numbers listed, although being able to attach a summary to the single receipt is nice, but not necessary.
7 votes -
Allow fund advisors to see voucher files that are shared with them
There is a workflow that will give the fund advisor access to view grant documents that are shared with them.
When the grant is created from a request, you can share the uploaded file with the advisor by marking the document as Shared. Once it’s shared at the grant level, the fund advisor will be able to see and open that file when they pull up the grant in the portal.
This same functionality is needed for Vouchers. The advisor submits the voucher with the voucher request but then can no longer see the documentation once it becomes a voucher.
7 votes -
Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
122 votes -
birthday notifications
I had an idea that could help strengthen donor relationships and enhance our customer service approach. It would be nice if the system could track donor birthdays and send birthday email or greetings.
It’s a simple gesture, but it communicates that we see and value our donors as people, not just as numbers or contributions. Small personal touches like this can go a long way in building rapport, deepening relationships, and showing genuine appreciation for their support and connection to an organization.
4 votes -
Recurring Grant - Add confirmation for Delete
In recurring grant records, the Delete button is directly beneath the Edit button. It's easy to click it mistakenly, and there is no secondary confirmation screen to confirm the deletion was intentional before it's done. Please add a secondary step to confirm a record should be deleted to avoid accidental record deletion.
10 votes -
Add a Credit Card Processing Fee Field
Please add a field for tax receipts to make clear for the donor the credit card processing fee from the donation. They currently show up separate, but there is no text specifically stating it's the processing fee.
3 votes -
Enable Charity Check Option from the Voucher Bucket
Grants can sometimes remain in the voucher bucket for extended periods and may require a charity check before processing. Currently, there is no option to perform this directly from the voucher bucket.
Allowing users to initiate a charity check from the voucher bucket would streamline workflows, reduce extra navigation, and help ensure compliance for grants that have been pending for longer periods.
TCF4 votes -
Use more consistent names and labels functions in Csuite
Why is called "duplicate" in one screen and "copy" in another. Please use consistent names and labels for functions in Csuite.
3 votes
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