1586 results found
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linda.argalgi@jcfmontreal.org
Right now, we can only pull reports for one time period at a time (e.g. donations for the period January 1, 2022 to December 31, 2022). It would be helpful to be able to pull two time periods in one report to be able to compare one year against the other (e.g. donations for the period January 1, 2022 to December 31, 2022 and January 1, 2021 to December 31, 2021)
4 votes -
Affilliate functionality and access
For our Affiliate org, we would love to provide some kind of CSuite access, but only to their group of funds, along with the ability to view the donor portal for 'their' donors (login-as). Currently, there's no way to parse out the Affiliate funds for this type of access without giving them access to all other funds. Our Affiliate would be better served with access to reports and profiles, etc., so they can help us with data management and help themselves to reports without having to go through our staff and wait to hear back.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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"Profile Type" Has Two Meanings in Foundant-Language Update?
I recently discovered that "Profile Type" is used twice in Foundant to describe two different meanings. Profile Type is first affiliated with labels such as 'individual', 'household' and 'organization.' It's second association is when you click into a profile, select the Relationships tab, on the right-side menu, "Edit Profile Type" is an option. This selection though takes you to a menu of other types of profile designations or "tags", not 'profile types'. Could this language be changed or updated somehow to reflect that when you click "edit profile type" you are adding a different tag or association with the profile,…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Search: "AND" "OR" logic / combination of values in multiple fields
It would be nice to allow combination of searches in different fields / "AND" "OR" logic for searching.
Example: when we receive a name with typos (and we don't know what the correct name is), if we put in the first few characters/letters in the search, it can generate a gigantic dropdown, but it will much easier if we can search one of the below:
(1) Last name AND company
(2) First name version 1 OR First name version 2 AND Last name7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Custom Reports: Rename and Edit ("share" checkbox and Description)
Please allow renaming and editing (the "share" checkbox and the description) in saved reports without having to "save as" a new report every single time when editing or changing the naming or the "share" setting.
Thanks
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Logs for Bulk Updates through Reports please
Can we please have Logs for bulk updates through Reports (especially unsaved reports and reports created by "Upload IDs" for bulk changes)?
Right now, if it's a bulk update (at least bulk updates through Custom Reports), there is no Log records showing in the Log under Profile page. There is a Log in Reports page, but it only shows logs for saved reports.
There are a lot of bulk updates we did through "Upload IDs" in the Report page, and there is nowhere to see the records of those changes.It would be nice if the bulk updates can be…
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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auto fill
I noticed in SLM that many students use auto fill to load their saved address into the application. There is an Address 2 line (for apartment I assume). When they auto fill however, their city populates in Address 2 and I then have to go in and manually delete the city from that line. Is there a way to program the Address line so that auto fill is deactivated for that?
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Send Email to Users when New Note is Added
It would be great if when adding a new note, you could choose users to send an automated email to about the new note. I know there is auto-email functionality within tasks, but if something similar could be added to notes as well, that would be great. Thanks for considering!
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Recurring Donations: New language "Post Past Due Donations" is confusing
Recurring Donations -- Prior to the function being changed to "Post Past Due Donations", if the due date was today or the prior weekend, the Next Date was highlighted in red. Now the date is not highlighted and does not stand out. Additionally, "Post Past Due Donations" appears in red even if you are posting a donation that is due today, therefore not "past due". The change is confusing.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Remove auto-capitalization of Profile name!!!
The name that shows as the 'main' name on a Profile Screen has each word auto-capitalized. [See ss attached 'caps']. This is NOT how it was entered, for a reason!! [See ss attached 'entered']. Please do not auto-capitalize text that users enter! We have constituents and organizations with lower-case parts of their names, and this auto-capitalization makes these profiles appear inaccurate.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Completed tasks should have a notification ot historical log for the person who assigned the taks
The person who assigns a task does not receive notification, nor can they view completed tasks that they have assigned to others. Even the "shared with others" does not include completed tasks. It would be wonderful to have the option to email the person who assigned the task when the task is completed, especially since there is a Note that can be attached to the task. It would be a great way to leave a note and notification for the task assigner.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Please include invoiced gifts and grants receivable in the donations tab
Please include invoiced gifts and grants receivable in the donations tab, so that it is easier for all staff to see all donations made by an entity. Currently, the only gifts and incoming grants that show on the donations tab and donations column are if the donation is entered via the "donation" process. We want the donation report to include any receivables that come in via invoice for grant and gift income. Thank you!!!
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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edit notes
I'd like an easy way to edit a note I just created. Perhaps an "edit" button or link at the site of the note within the profile. I see that one can add Sticky or Rollup characteristics to the note but I don't see how to edit it without having to leave the profile.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Current FY Spendable Amount
We would like to have a separate bucket for current fiscal year spendable on funds in addition to having the current spendable bucket.
Example: 2021 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’.
2022 calculated spendable was $1000. $900 was used and there is $100 left that the fund owner wants to be ‘rollover’ plus the $100 from 2021.
2023 calculated spendable is $1100. There is a total of $1300 available.
We would like to see current year calculated spendable of $1100 AND total spendable of $1300.4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Showing address/ email changes on Log for online donations
When a donation is completed online, the Log does not reflect when new contact information is automatically updated on an existing profile. We need to be able to see when a new address is created at the time of checkout to at least give us the opportunity to contact the donor to confirm the new address should be marked primary and the old inactive, when applicable.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add more identifies in Sandbox to remind users they are working in Sandbox
Additional identifiers would be useful in Sandbox to remind users they are working in Sandbox. Maybe font color of all fields can be different from production or red boxes around all fields? One banner isn't enough.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Dashboard should only include closed months.
Dashboards should only display closed months.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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annette@icfoundation.us
Foundant should add all donations net of fees to the principal balance vs. the gross donation since the fees are never deposited into the fund. Adding the gross amount overstates the principal amount.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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ACH NACHA file needs to pull in Ref Number so that the vendor knows what we are paying.
It currently is pulling through in the Addenda Indicator field the batch ID # (which means nothing to us or the vendor), it should be the invoice number that I am processing. Please update this.
From: Marie Shores marie.shores@foundant.com
Sent: Thursday, June 29, 2023 9:42 AM
To: Michele L. Tarlton McKinney mmckinney@yccf.org; Holly Spitz holly.spitz@Foundant.com
Cc: Success success@foundant.com
Subject: RE: NACHA information FW: Foundant Technologies - Conversation with Michele MckinneyHi Michele,
That’s great you were able to resolve the formatting issue.
For the Addenda, I escalated that & found out some additional information. Apparently, the options on the…
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add back campaign filters removed with latest update
It appears that with the latest updates, some of the filtering options have been removed. For example, I used to be able to add based on opportunity type (Otype ID), however that option is no longer available, and have to utilize another report to add those profiles to a campaign. This has created more steps when adding profiles.
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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