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1246 results found

  1. Reorder or exclude suffix in a profile name search

    Example: When searching common names like - Johnson, Don - It brings up one Don Johnson but the wrong one. The one I am looking for is a Jr. (If you do not know they are a Jr. you can overlook and create a duplicate.) It would be great if it would show both of the Don Johnson’s together, to be able to determine if you need the Jr. or the other Don Johnson.

    2 votes

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    0 comments  ·  Profiles  ·  Admin →
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  2. Make Suggested Donation Levels Customizable for Affiliate/Supporting Org Donation Portals

    We like the idea of the suggested donation levels but would love to have them be customizable for our Affiliate/Supporting Org pages. Our giving circle has a specific membership level and it would be great to have that amount be the suggested donation for that page while having other suggested donation amounts for the general donation page. Thanks for considering.

    2 votes

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  3. New Public Donation Page Style - Banner Image Not Resizing

    In the new version of the public donation page, Foundant allows a banner at the top of the main page. Yet, there is no advice given to the size for this section. And, Foundant does not resize images for this piece of content to fit various screen sizes on different devices. I'll be honest, that's shocking for 2024. Responsive design should be a given. it affects accessibility, user experience and our reputation to provide a well-designed experience for our fundholders. Foundant gives the option for "dynamic images" on fund images, which means they do have the capability to do it.…

    1 vote

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  4. Admin should be able to delete custom reports for all users

    As more and more custom reports are created and saved, Admins need the ability to delete reports created by others, whether they are active in CSuite or not. It is difficult to track people down to clean up their own reports, so Admin needs to be able to manage the list on user's behalf.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  5. Fund Advisor Template - Total by Advisor vs Fund

    We have many separately invested funds where the profile/donor and financial advisor are the same. One GL account may contain multiple funds to invest the balance in one account vs one account per fund.

    It would be extremely beneficial to have the template for Fund Advisor Transfer Letters contain an option for the total by financial advisor instead of by fund. The financial advisors may not be aware that there are multiple funds invested in the single donor account. This is currently causing confusion and making the templates less useful then they could be.

    1 vote

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  6. Profile mailing address

    We have profiles with a Primary address and a different Mailing address. When creating a report we are not able to have Mailing Address as a field, only whether or not there is a mailing address. Could the Mailing Address be a radial button like the Pay and Primary addresses are? This may also help with Campaigns . . . If a profile has a Mailing Address, that is the address used. If not, the Primary Address is used. Currently we get labels for both Primary and Mailing Address and one needs to be removed. Thank you.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  7. Please make new tributes default to private

    Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?

    2 votes

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    0 comments  ·  Tributes  ·  Admin →
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  8. Eliminate multiple mailing labels in campaigns

    When generating mailing labels or exporting mailing labels to CSV in a campaign, it pulls both Primary and Mailing addresses for the same profile. We would prefer it to pull Mailing as the default, and Primary only when there isn't a Mailing address.

    2 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  9. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    When moving a profile from 'inactive' to 'active', it is currently required to then click Clear 'do not mail', 'do not email', and 'do not call'. These steps do not remove 'inactive' from the address, email, and phone fields. It's then required to remove 'inactive' from these 3 fields. This should automatically happen when moving the profile from 'inactive' to 'active'.

    7 votes

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    1 comment  ·  Profiles  ·  Admin →
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  10. Capitalization

    When creating a profile the State should always be capitalized. The system puts it in lower case. Would be great if it was automatically uppercase as it should be.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  11. Giving levels

    Would love to be able to create giving levels specific to each fund. Different funds have different giving expectations.

    3 votes

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  12. recognition

    Can you make it be an option to update the field description for recognition name in settings like most of the other fields in the online portal?

    We would like the to be able to make the donor recognition name field on the online donation page form to be a required field.
    We rely on this field for our newsletters and depending on which fund they are giving to, may want to be recognized differently.

    1 vote

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  13. unapprove payment without posting grant for approval

    It would be helpful to have the ability to unapprove a payment within the Grant Payment Schedule before posting the grant for approval. This is our first line of approval, and if the line gets approved in error, the first approver has to post the grant, notify the second approver that payment was posted in error and needs to be unapproved.

    1 vote

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  14. Profiles: Move Similar Profiles to the relationship tab

    Place "Similar Profiles" under the Relationship Tab of a profile record rather than having it under the Engagement Tab. I think Similar Profiles has more to do with Relationships and in my opinion, it is not part of an engagement.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  15. Advisor Household label field in grant template

    It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.

    7 votes

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  16. Stripe integration for non-portal donations

    Suggestion for a way to easily map Stripe data to profile data for donations made outside of CSuite.

    We run an customizable online giving embed based on Stripe. We operate independently from CRMs and websites, which gives our clients considerable flexibility. We serve community foundations and one of our clients uses Foundant.

    One of our company goals is to reduce technical overhead for organizations, and so we were trying to automate donor data from Stripe into Foundant since the documentation states there is a way to import "Non-Online Donation Portal Transactions" via Stripe webhooks.

    The problem is, no data aside…

    1 vote

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  17. Single Sign On with Microsoft 365

    Could C-Suite consider integrating single sign on capabilities with Microsoft 365 for employees? This would increase security and cut back on the number of passwords to maintain per user.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Logs/Users  ·  Admin →
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  18. Donation Date vs. Deposit Date / Disallow Deposit Date earlier than Donation Date

    It would be helpful to disallow the entry of a Deposit Date earlier than the Donation Date for any donation in the Till.
    We received donations provided to us in December but didn't deposit them until January.
    We had to re-open the books, undo reconciliation, correct the donation dates and redo everything.
    Thank you.

    1 vote

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  19. Copied grants - please make default grant & payment date the new grant date

    Hello - it would be wonderful if a copied grant would automatically change the Grant Date and the Payment Date to the new date. Otherwise the copy function is really only partially helpful. Thank you!

    3 votes

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  20. filename description

    Enable an edit button for file names in the voucher area without having to unpost. Currently we have to unpost and repost then go through the approval process again.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Files  ·  Admin →
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