797 results found
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Transfer Requests
It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what…
1 vote -
Donation Credit Card Fee
Would love to see the online donation credit card processing fee be pulled with the original online donation, not separated out with two donations. Thanks!
1 vote -
Donation Notes/Purpose in Giving Hub
For the Donation Notes Label in the Giving Hub - Is there a way to expand the character max or at least show all of the words? It is cutting off the limited amount. Ideally, we would love to use a drop down for folks to choose purpose of donation. (ex. Sponsorship, Mitzvah Moment, Board Contribution, General Support, Event Ticket, Registration, etc)
1 vote -
"Logout" button design and position in Csuite
I would like to see the design and position of the "Logout" button to be changed within Csuite so it's easily distinguished from "Portal," "Reports" and the other menu options.
Most user interfaces have the logout option at one corner of a page and usually the font or design is different so it's not mistaken for another menu option. After the update adding the "Portal" option to the menu bar at the top of CSuite, I find myself sometimes misclicking and accidentally logging myself out.
1 vote -
Donor Rollup Report: Date of Last Gift
On the donor rollup report, it appears that if someone is part of a household, but has given individually, it’s not showing the date of last gift. It’s blank for the household. If only the household has given, the date is there, but not if someone that is part of that household has given individually. Total donations are there, just not that field. The only way to determine the date of last gift for the household is to examine the regular donor report. You have to look at each member of the household, and isolate the last gift date for…
2 votes -
grant catalogue dates
We would like to have the start and ends dates for grant catalogue requests to be tied to the individual requests in our grants catalogue rather than tied to the entire catalogue. We recently had a request that needs to be removed from the catalogue prior to it's full funding due to a change in the entity that owns the project asking for funds. It seems like the only way to do that currently is to edit the requested amount so it looks like it is fully funded. Our grants catalogue functions on a rolling basis so every request is…
2 votes -
donation comment
Can we move the Donation Comment text to show on the Portal? These are comments that donors are putting in and they should show up for the fund advisors to see. In order for the fund advisors to see, we have to copy and paste to the description field.
1 vote -
Ability to Import Recurring Grants
There are times throughout the year where it is necessary to put several recurring grants into the system to set everything up for the next year or based upon requests from a fund holder. In order to do this it has to be done one by one in the system. It would be helpful to have a way to get several recurring grants into the system via a front-end import.
2 votes -
Permission for Cancelling/Writing Off a Pledge.
Need to be able to determine who can cancel/write-off a pledge or pledge payment. Currently there is not a separate permission in pledges where you can determine what users can write-off or cancel a pledge.
2 votes -
Distribution Rounding
It would be helpful if we could select more rounding options for distributions, particularly a $500 round. A $250 round might also be beneficial.
2 votes -
Payment Contact Name
Could a new "payment contact name" field be added to the Organizational profile? Currently, the fields "Contact" and "Contact Title" populate the address blocks on an envelope. If we have a separate "PAY" mailing address for checks, then we need a payment contact name to correspond/match to that PAY mailing address.
2 votes -
voucher portal
Please provide options to remove left navigation items from the Fund Advisor portal. We aren't using Vouchers, and that would confuse our users. Also, the "DONATE" tab is currently not useful to us.
My hack solution is to rename "DONATE" to " "..... But (I can't do that with "VOUCHERS" because it appears in the middle of the left navigation so people will notice the gap while DONATE is at the bottom so a blank menu item will be less obvious.)
(Sidebar: The donate lands on a page showing where Promote Funds are listed and, as I've mentioned in another…
1 vote -
Grant Request Left-Hand Menu Redundant
Currently, there are two tabs in the Fund Advisor portion of the portal that seem redundant - Grants and Grant Requests. In the old portal, those two had separate functions. "Grants" listed all grant history, etc. and "Grant Requests" allowed those who had permission to request a grant. In the new portal, the two tabs seem redundant due to the new Create Grant Request button that shows on every tab. The only portion I can see on the Grant Requests tab that is unique is grant requests that need approval. Could all grant information be moved to the Grants Tab…
6 votes -
Add the Grant Funding table for Grant Catalog Grants to the Grant (Award) Letter
Please make the Grant Funding table, found at the bottom of a Grant Catalog Grant once it has been funded, available to the Grant Letter and Grant Award Letter templates. Currently, it is not possible to use a template to pull where the grant was funded from out of the system.
Nonprofits often want to know where the money comes from when they are funded for a Grant Catalog grant. The only way is to manually pull that info out of the system, and it isn't really reportable either.
The Grant Catalog is becoming a more and more popular way…
3 votes -
abreathette@wsfoundation.org
Improved Search Capabilities: There needs to be a way to search for profiles even if you don't have (or know how to spell) the whole name. If someone's name is "John Smithe" but you think it's "John Smith" and you type "Smith, John" in the search bar, the profile you're looking for will not populate. If the search function could pull names that start with the letters up to the comma, the searcher could find John Smithe, John Smitherman, and John Smith-Stone.
2 votes -
Reports Permission: Full Access & De-Linking Scheduling Reports
The new Reports permission, Full Access, allows someone to delete anyone's custom reports. That should be isolated to Admins, since that's dangerous. However, without this permission, no one can schedule their own report. That's not dangerous, and I would like to give that to most anyone. Can we de-link scheduling reports from the Full Access permission?
5 votes -
Option for multiple Tributes for a single donation
We regularly receive donations that list more than one tribute. It's cumbersome to split the gift, especially when it's $100 or $50 for 3 tributes (which happens quite a bit). It would be helpful to have the option to assign more than one tribute to a single donation. (This idea was submitted two years ago - not by me - and seemed popular, but it was archived without any action taken.)
2 votes -
Matching Gift Donations
Would Foundant consider working with a third party vendor like "Double the Donation"(
https://doublethedonation.com/corporate-matching-gift-programs/)
to assist with Matching Gifts? The goal would be a seamless process on the Giving Hub. See the following example:
https://www.augustana.edu/giving/match3 votes -
Calendar View in CommunitySuite
Would really like to be able to see a calendar view of tasks and deadlines in CommunitySuite or be able to integrate with their Outlook or Google calendar.
5 votes -
Create Unique Crant Catalog based on Fund Advisor's interest
Would really like to be able to show specific grants in the grants catalog to specific groups of fund advisors, based on the fund advisor's interest.
3 votes
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