1412 results found

1. Limit Profiles that can Login to the New Portal

   We are enabling the new portal for Fund Advisor only for now. However, the portal does not LIMIT access to the portal to just Fund Advisor.

   The portal currently allows anyone with an email address associated with a profile in our system to use the primary email and a pin to get into the portal and manage their contact information.

   Is there a way to detect if the email entered is in our system and does NOT have a designation associated with an area we have enabled on the portal and then display a message that can be customized by us?

   In our case, we would want to tell them that they do not have access to the donor portal at our foundation and to contact xxxx if they have questions. We would then customize the message as we open more areas of the portal.

   We see this as a problem specifically for our grantees who often end up on our donor portal when they were trying to get to GLM. We do not want them to think that because they are seeing their profile, they should also be seeing grant applications.

   We are enabling the new portal for Fund Advisor only for now. However, the portal does not LIMIT access to the portal to just Fund Advisor.

   The portal currently allows anyone with an email address associated with a profile in our system to use the primary email and a pin to get into the portal and manage their contact information.

   Is there a way to detect if the email entered is in our system and does NOT have a designation associated with an area we have enabled on the portal and then display a message that can be customized by… more

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   29 votes

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   7 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that "If we have the email in our system, we will send you a pin." Logins will expire after 1 day following the same process as a logged in user. If a user has a username and password set up they will no longer be able to login with just the email. If a profile has a user set up but not a password, the login is possible with email. 

   3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that "If… more

2. Fix Mobile View for Portal

   I just logged into my personal Donation/Fund Portal using my Google Pixel 8 and it does not look good. Many of the fields are overlapping and cannot be read properly. Please update/modify for responsive use, it's not built taking this into consideration.

   39 votes

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   6 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   3/7/2025:Portal: Updated the default Portal template by adding mobile responsiveness through CSS. This update ensures a better and more optimized viewing experience for users accessing the Portal on mobile devices, improving the overall online presentation and usability.

3. Household Donations on Donor Portal

   Is it possible to show the donations of linked households on the donor portal? Our Foundation processes donations from the household, however users login under their individual profile. It would be great if donors could see donations from their household as well as their individual profile.

   58 votes

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   5 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   2/815/2025: Portal - Portal Options - Portal Settings - Donor: Added new settings for the Donor page in the portal to display household and/or advised donations. With the Show Household Donations, a donor can view their individual donations and the household's donations. They will not be able to see any other household member's individual's donations. With the Show Show Advised Donations, a donor can view their individual advised donations.

   Portal-Donors: Added Household and Advised columns to the donation listing. This will allow donors to see if a donation is an advised donation or a household donation, if the setting is enabled in Portal Settings-Donor: Show Household and Show Advised Donations. These columns were also added to the export.

4. Enable new donor portal = disable legacy portal

   We would love to have the option to disable the legacy portal when we enable the New Donor Portal. There are many issues with both of them being live at the same time, including how the content for the Portal maps to both portals. We put detailed instructions for fundholders in the content area and now the Legacy portal is incredibly unprofessional because the instructions are wrong. While we hope none of our fundholders navigate to the Legacy portal, we suspect many of them have the URL bookmarked on their computer. It's not a good look for us and we can't change it.

   Bonus if CSuite would somehow convert the URLs of the Legacy portal to the new Donor Portal. We had to update an incredible number of pages on our website. However, the Giving Hub link didn't need to be updated because when we enabled the Giving Hub, it appeared to have automatically updated. I believe this happens with the Donation Portal --> Giving Hub conversion.

   We would love to have the option to disable the legacy portal when we enable the New Donor Portal. There are many issues with both of them being live at the same time, including how the content for the Portal maps to both portals. We put detailed instructions for fundholders in the content area and now the Legacy portal is incredibly unprofessional because the instructions are wrong. While we hope none of our fundholders navigate to the Legacy portal, we suspect many of them have the URL bookmarked on their computer. It's not a good look for us and we… more

   34 votes

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   9 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   • 10/25/2024: Portal Options-Portal Settings: Added a Redirect Legacy Fundadvisor Portal Login option on the Settings table. This will allow organizations the flexibility to work setup of the Portal and redirect the fund advisors to the new login when they are ready to start using the new Portal pages.

   
   

5. Ability to edit "donor information" label on checkout page

   Allow the label 'Donor Information' to be customized dependent on the checkout page. It would be great to be able to revise to 'Registrant Information' on the event tickets checkout.

   23 votes

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   5 comments  ·  Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
   Implemented  ·  Holly Spitz responded

   • 1/15/2025: Giving Hub: Updated the checkout workflow to replace Donor Information label with Your Information and removed the description label above the cart listed items. Added asterisks to required fields for donors in checkout workflow. Updated the telephone field with the ability to accept international phone numbers.

   
   

6. Remove Portal access for all

   EVERY profile with an email address in CSuite is able to access (via a PIN) or to be seen in the new Portal by someone else with the same email address, regardless of whether they have a Designation that you are allowing access. This is causing a variety of issues and we very strongly think the Portal needs to be re-programmed to remove this access for any email address.

   Here are some specific examples of issues arising from this new design:

   • One of our users has a Household profile from a personal donation which uses her work email address. That work email address is also used for the nonprofit she works for. When she logged in, she could see both her HH and Org profiles but didn't know which was which or why, so she changed her home mailing address on her HH profile to her work mailing address. After that, I turned OFF the ability for users to update their contact information online, but now they can't update Philanthropic Interest Type.

   • An even more pressing situation is: A nonprofit that holds a fund with us has a general email login to the Portal as a Fund Advisor (something like office@nonprofit.org). For some reason, several donors who made donations to the Fund online also used that email address when they made their donation, so that email is in their personal profiles. So, when the Fund Advisor logs in and chooses the "Change Profile" button, she can see those donor names and their addresses.

   Who knows how many duplicate emails exist that aren't showing up on our Duplicates page and which are going to be seen by users who should have access to the portal but not to those other profiles? Please revert the Portal to its former functionality which is to only allow access to users for which we set up with a Login.

   EVERY profile with an email address in CSuite is able to access (via a PIN) or to be seen in the new Portal by someone else with the same email address, regardless of whether they have a Designation that you are allowing access. This is causing a variety of issues and we very strongly think the Portal needs to be re-programmed to remove this access for any email address.

   Here are some specific examples of issues arising from this new design:

   • One of our users has a Household profile from a personal donation which uses her work email address. That… more

   10 votes

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   3 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that "If we have the email in our system, we will send you a pin." Logins will expire after 1 day following the same process as a logged in user. If a user has a username and password set up they will no longer be able to login with just the email. If a profile has a user set up but not a password, the login is possible with email.

   3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that… more

7. Closed Funds - Displaying Activity on the Portal

   We really would appreciate the ability to show closed fund activity on the portal. It’s often extremely important for our donors to see historical information, even when a fund is no longer being used. If closed funds can’t be shown there, could CSuite provide an ability to merge Funds, similar to the ability to merge Profiles?

   Let me provide a little background: Our foundation’s process is to close a fund when the type of the fund changes (i.e. passthrough to endowed). Being able to show the history of the gifts/grants in the fund advisor portal would allow our fund holders to see a comprehensive history of not only the current fund, but the previous fund & its history as well. It offers a more comprehensive view into the entire activity. Otherwise, Foundation Staff have to repeatedly run reports for fund holders providing the history of the closed fund. These reports have to be uploaded to profiles & the new fund record to make it visible in some way to the fund holder. It is an additional manual step that can be overlooked & could be prone to errors. Our organization as a whole is striving to have all of our fund holders engaged with the portal to the fullest extent possible. This would continue to build on that, allowing them to be fully self-sufficient in reviewing all of the data for all of the funds they have been associated with, past & present.

   We really would appreciate the ability to show closed fund activity on the portal. It’s often extremely important for our donors to see historical information, even when a fund is no longer being used. If closed funds can’t be shown there, could CSuite provide an ability to merge Funds, similar to the ability to merge Profiles?

   Let me provide a little background: Our foundation’s process is to close a fund when the type of the fund changes (i.e. passthrough to endowed). Being able to show the history of the gifts/grants in the fund advisor portal would allow our fund holders… more

   30 votes

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   2 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   2/6/2025:Portal - Fund Advisor: Added an new setting to display closed funds on the portal. This new setting can be enabled in Portal Options>Portal Settings>Fund Advisor>Edit Fund Advisor. When enabled, a logged in fund advisor will see funds that are closed. On the main fund page, closed funds will display with a "closed" label in red. When the closed fund is selected, there is a display at the top of the fund summary page "This fund is closed". 

8. Ability to move the search bar on the "Donate to a Fund" page in new Giving Hub

   We'd love the ability to move the search for a fund bar to the bottom of the page. This isn't where we want donors to focus and having it at the top isn't ideal!
   Thanks.

   9 votes

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   5 comments  ·  Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   This can be done through css/html and using the head content.

9. Show $0.00 Spendable Balance

   Currently, when a Fund's spendable balance is $0.00 it does not show on the portal. It would be helpful for Fund Advisors to know their spendable balance has been exhausted.

   28 votes

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   1 comment  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   2/6/2025:Portal Options - Portal Settings - Summary Options - Display Spendable balance (if Hide Spendable is not enabled) as 0.00 if spendable balance is null.

10. Indicate Required fields on Grant Request form

    In the Fund Advisor portal, on the Grant Request form, there is no indication (such as with an asterisk) which fields are required, so a user must click the submit button before they are advised which fields are required. It would be nice if required fields could indicate they were required when the form is first loaded.

    24 votes

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    1 comment  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  Holly Spitz responded

    1/29/2025: Portal - Grant Request: Add visual indication of required fields.

11. Filtering in portal reports

    We would love to be able to filter the reports available in the new portal (without having to export it into Excel and then filter). This was a functionality available in the legacy portal that does not look to have transferred over

    22 votes

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    1 comment  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/4/2025:Portals: Added the ability to filter the data tables on the portal by a data range. Using the Search bar will still allow for additional filtering. This button replaced the reset button. Users can still adjust the columns on the pages.

12. donation comments

    Consider adding Donation Comments/Donation Notes to be visible under the Grantee and Fund Advisor tabs (similar to how they are now available on the donor tab).

    The Donation Comments/Donation notes were recently added to the donation portal, but we find the larger use case is for the Grantee and the Fund Advisor to see the Donation comments in their portal tabs. Without this, they are missing important context and have to be interacted with manually by our staff to continuosly provide this information.

    24 votes

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    2 comments  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  Holly Spitz responded

    1/29/2025: Portal - Grantee: Updated Grant Donations section to display donor email address under mailing address and added donation comments when a user drills into the Grant ID for a pass thru donation. Recognition Name, Donation Comments, and Tribute name will now display together in the Details column.

13. Allow a Beneficiary to assign a grant advisor to all future grants

    When we process annual distributions, it is a compilation of recurring grants and beneficiaries. While recurring grants can have a grant advisor assigned to it in perpetuity, a beneficiary cannot.

    We want a beneficiary to be able to have a grant advisor drop down just as recurring grants do. This will allow us to honor our fundholder's intentions to share their information with grantees and not cause us to have to individually mark and update each beneficiary grant each year, which creates so many opportunities for mistakes.

    We were initially recommended to use a grant alert on the fund that reminded our Grants administrator to assign a grant advisor. However, beneficiary grants typically get processed in bulk and you only see the alert when you are looking at the individual grant. It hasn't been a great solution for us.

    When we process annual distributions, it is a compilation of recurring grants and beneficiaries. While recurring grants can have a grant advisor assigned to it in perpetuity, a beneficiary cannot.

    We want a beneficiary to be able to have a grant advisor drop down just as recurring grants do. This will allow us to honor our fundholder's intentions to share their information with grantees and not cause us to have to individually mark and update each beneficiary grant each year, which creates so many opportunities for mistakes.

    We were initially recommended to use a grant alert on the fund that… more

    10 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/31/2025:Idea Lab Live:

    Funds: Added the Grant Advisor field to Grant Beneficiary table on fund. This will allow users to select from a list of fund advisors for the fund to complete the grant advisor field on spendable grants upon creation. This field will be a limited list of fund advisors on the fund.

    
    

    Grants: Updated spendable grants to allow for the grant advisors to be populated from the fund record in the Fund Beneficiary table. When creating spendable grants, the field will populate on the table for users to review before processing the grants. Users will be able to remove and then edit the grant advisor from the grant new bucket.

    
    

    Fund Advisors: Updated internal grants to send donation notifications to the fund advisor, if the Donation Notify checkbox is enabled for the fund advisor. Prior to this release internal donation did not send notifications to the fund advisors. This notification will populate from Donation Content donation_notify_email_body.

    3/31/2025:Idea Lab Live:

    Funds: Added the Grant Advisor field to Grant Beneficiary table on fund. This will allow users to select from a list of fund advisors for the fund to complete the grant advisor field on spendable grants upon creation. This field will be a limited list of fund advisors on the fund.

    
    

    Grants: Updated spendable grants to allow for the grant advisors to be populated from the fund record in the Fund Beneficiary table. When creating spendable grants, the field will populate on the table for users to review before processing the grants. Users will be able to remove and then edit the grant advisor from the grant new bucket.

    
    

    Fund Advisors: Updated internal grants to send donation notifications to the fund advisor, if the Donation Notify checkbox is enabled for the fund advisor. Prior to this release internal donation did not send notifications to the fund advisors.… more

14. "Back End" Affiliate/SO Fund Advisor Portal Styling

    Reposting with more clarification-

    We need the ability to style Affiliate/SO Portals on the back end, previously this was in the "Donor Portal Fund" section of styles (see attached screenshot). Currently, all of our affiliate/SO funds will lose their specific branding if we enable the new Portal enhancements. We consider this a priority to move toward the new portal to ensure our partner funds/foundations are properly identified to their stakeholders.

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    23 votes

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    1 comment  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  Holly Spitz responded

    • 1/30/2025: Styles - Portal: Added an option to create a style for a for an affiliate group. In Styles, select Add Style then select Portal Affiliate Style. This will apply to the affiliate org and related funds. There is not an option to style the login page for the affiliate.

    
    

15. Portal: Include advised donations in "My Donations" tab

    Include donations advised by the donor in the 'My Donations' tab on the portal. Without it, donors are not seeing their true complete giving history.

    21 votes

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    0 comments  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    2/15/2025:Portal - Portal Options - Portal Settings - Donor: Added new settings for the Donor page in the portal to display household and/or advised donations. With the Show Household Donations, a donor can view their individual donations and the household's donations. They will not be able to see any other household member's individual's donations. With the Show Show Advised Donations, a donor can view their individual advised donations.

    Portal-Donors: Added Household and Advised columns to the donation listing. This will allow donors to see if a donation is an advised donation or a household donation, if the setting is enabled in Portal Settings-Donor: Show Household and Show Advised Donations. These columns were also added to the export.

16. Send login email in "Portal"

    In the Legacy Fund Manager, we could "Send login email" To a new Fund Advisor. In the New Portal, the only option to set up a new Fund Advisor is to send them to the login link, and have them click on "Forgot Password" and go through that process to access their system. Please create a new "Send Login Email" in the Portal for easier set up access to our Fund Advisors.

    7 votes

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    0 comments  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    • Fund Advisors: A new content block has been added to support bulk processing of Fund Advisor logins and resend login emails. This content area is located under Fund Advisor Content <Advisor Invite Email. When populated, CSuite will use the Advisor Invite Email content instead of the standard Advisor Login Email, allowing for more flexible and customized communications. The new content supports a rich text editor, enabling formatted content, links, and other enhancements. This email will apply bulk login sends and the Send Login action for individual Fund Advisors.

    
    

17. Option for Admins to approve portal logins with emails

    Rather than just letting anyone with a primary email in the system be able to log in to the portal, it would be nice if that was more of a request to login. The user could enter their email to login, but then the system sends an email to an admin at our organization to approve the login and grant access. This would allow us to confirm the profile associated with that email will provide them (and their household/individual/org profiles) the appropriate access.

    5 votes

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    Implemented  ·  1 comment  ·  Portal  ·  Delete…  ·  Admin →

18. Donor

    Reviewing the portal updates. I had noticed on the left hand side the 5 options, Fund Summary, Gifts etc. Is it possible the visibility of the options could be improved? Making the colour darker or more prominent? To ensure everyone can easily see them. Thank you.

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    6 votes

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    0 comments  ·  Portal  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Users can use customized HTML in the style object or update the colors and then apply to the style.

19. 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.

    8 votes

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    Implemented  ·  1 comment  ·  Portal  ·  Delete…  ·  Admin →

20. Bulk Delete Profiles from Campaign

    Within a campaign, there should be an option to 'bulk delete' records when you are manually scanning the profiles tab. Similar to how you can select (or deselect) tax receipts to send from the donations bucket, you should be able to select certain records and then click "delete" vs having to click "delete" individually from a campaign.

    42 votes

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    3 comments  ·  Campaigns  ·  Delete…  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name for easier reference. A Request Report has been added to the left-hand menu under the Request tab. The report now includes the following fields: Request, Guest Name, Organization, Phone, Email, RSVP, Attended, Group This report is fully filterable and exportable, giving users more control over their request data. Selecting a Request ID will run a filtered report for that specific request. From the profiles tab, converted guest list report to a custom report. This change allows for the ability to bulk edit: Attended, RSVP, Delete Guest, Convert to Profile, filtering and export. Added Request column that displays the Short name on the request with the selection and converted the ticket id to a hyperlink.

    Added the pledges to the income statement reports on a campaign. This report will reflect pledges that are attached to campaigns moving forward, not retroactively. Using the Pledges Report in the left hand menu will reflect total pledges for a campaign, date range may need to be adjusted. Updated the label for Total Donations to reflect internal and online donations.

    Added the ability to import Auction Items. The new options is found under the Add Auction left hand menu in Campaigns, or if the event already has auction items by selecting the Auction id on the Details tab. The csv file will allow users to import the Name, Item Description, Silent Item, Item Value, Low Bid Amount, and Minimum Bid Amounts.

    Custom Reports-Campaign Profile Ticket: Added columns available to this report to include: Payment Method, payment id, and converted dedt id(ticket id) to a hyper link. Campaign Profile Guests, Campaign Profile Guest RequestsCampaign Request and Campaign Request Type reports have been added to custom reporting. This will allow users to create reports based on the the campaign request fields.

    Portal Options-Giving Hub Content-Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.

    Things to note: Users will need to link pledges to the campaign, just links a campaign to donations that is paying to a pledge will not apply to the campaign income statement. This is because the revenue is tied to the pledge.

     

    
    

    3/5/2025:: In a campaign on the Ticket report, accessible from the Tickets tab, has been upgraded to a custom report. This update provides the ability to filter and export the report for enhanced flexibility and analysis. "To Assign" column has been added to the Ticket report. This new column allows users to quickly view the number of tickets that are yet to be assigned, streamlining the ticket management process. When selecting the Ticket Report, users will see a Resend Guest Link option in the left hand menu. This is a bulk action and will allow the ability to resend the Guest Link. Campaigns: The TypeID is now displayed in the Request table, providing more granular visibility into request data. A Short Name field has been added to requests. This short name will appear next to the request response in the report, providing an abbreviated version of the request name… more