1312 results found
-
Tasks: add ID name to the columns displayed
On the tasks tab, the due date, type, description, ID #, assigned to, and created by are displayed.
Is it possible to add the column that shows who is attached to the ID # (such as the "grantee" or "profile name"?
Thanks.
Carrie1 vote -
Grant Request Notification - Include More Information
The grant request notifications we currently receive when clients request a grant, contain the name of the fund advisor who submitted the grant request, the grantee name, and the grant amount. We would prefer that the grant request notifications include more information similar to that of the grant request emails that fund advisors receive. The information we would like to see included would be fund name, grantee EIN, grantee address, and grant description.
2 votes -
Almost every Technician I speak with when necessary does not know enough about creating and generating Tribute Cards to support us.
Train more techicians to understand the logistics behind creating and generating Tribute cards please.
1 vote -
Summarized Voucher Details Toggle Option before Paying
We would like for the option to be able to toggle the Voucher details view to show only the details for that voucher before payments (like the high-level view we see in the grant request bucket before it gets moved to “New”). The expanded details view is very busy, moves items around, and includes empty fields + added buttons. It would be very helpful to be able see, at a glance, only the details pertaining to the voucher before it’s paid without the added buttons (edit, add, remove, etc.).
2 votes -
Financial Filter: Add "Admin Fee Group" and "Admin Fee Type"
We use Admin Fee Group to group multiple funds by fund advisor in order to apply graduated admin fees.
When asked to provide a financial report for a particular admin fee group or admin fee type, we currently run an admin fee export, manually isolate the applicable fee group, and then XLOOKUP financial information for each fund.
This manual workaround is time-consuming and inefficient. Having "Admin Fee Group" and "Admin Fee Type" available as Financial Filters would streamline reporting and be a huge timesaver.
Acknowledging this idea was previously archived by Foundant.
4 votes -
Featured Fund in Giving Hub Check Out to Seek Supplemental Donation
Beyond being able to promote funds in the grid of funds in the Giving Hub it would be great to have the ability to feature one fund (like the foundation's general fund) during the checkout process to encourage a supplemental contribution in addition to the fund the donor is choosing to support. You see this functionality often on giving day platforms as a way to "tip the host."
1 vote -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to assign a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee, similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record. This would save users time and avoid forgetting to add the sponsored org to each grant before payment is processed.
2 votes -
aallieri@cfpbmc.org
Enable the ability to disable the “Attach Files” field on the Grant Request screen in the portal. We would like the option to turn off file attachments for fund advisors when submitting grant requests, as this feature is not being used as intended.
1 vote -
Add more options to (and/or the ability to customize) Grant Quick Payment Schedule
Right now there are options for month, quarter, and year. It would be great to have additional periods like weekly or biweekly here. In a perfect world, this could be customized with the same level of granularity as Outlook's recurring appointments (e.g., "Recur every [x] week(s) on: [Date of Week]" with the option for defined end dates)
0 votes -
Multiple Funds Linked to an Opportunity
It would be nice to have the Fund field on Opportunities to be able to link to multiple funds. We have several donors with more than one fund, and opposed to setting up an opportunity for each fund, we'd like to have one opportunity for stewardship per profile.
6 votes -
'List Profile' vs 'List' Side Bar Options
When viewing profiles within a specific profile type, the page layout isn’t very user-friendly. My instinct is to click the top option to access a dropdown of all profiles within that type. Instead, the current “List” button at the top redirects me back to the page showing all profile types, which feels unintuitive. Improving this flow would make it more efficient when discussing profile types with team members who are not in C-Suite as often.
1 vote -
Hyperlinks to Reports
It is incredibly difficult to share reports. It is cumbersome and inefficient to share reports without a hyperlink. Please make individual reports able to share via hyperlink - thanks!
4 votes -
Affiliate portal manual fund statements
Currently under the affiliate portal view there is not an option to run a manual fund statement as under the donor portal view. Recently we had to update many of our funds to become affiliate funds. To keep the same functionality as was previously given to our fund advisors, we must attach the parent fund to the portal to be able to run a manual fund statement. This fund has zero dollars and can be confusing to our donors. We would like Foundant to create a manual fund statement button within the Affiliate portal that rolls the funds statements together,…
2 votes -
Summit April 20th: Luzmo Data Viz - Default Dashboards
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Luzmo Data Viz - Default Dashboards option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: AI Connector
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the AI Connector option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Email Platform Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Email Platform Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Mobile App
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Mobile App option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Bank & Investment Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Bank & Investment Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Ignore Duplicates
Add an Ignore button under the Similar Profiles area when in a profile (next to the Merge and Tag Merge button). This would save a lot of time!
1 vote -
Summit April 20th: Electronic Payment Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Electronic Payment Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote
.png){kind=link}
- Don't see your idea?