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  1. When selecting [clear] next to a tribute on a donation, you are brought to a confirmation page which says "Confirm Donation Delete" yes or no -> the wording on this page is confusing as it seems you may actually be deleting the donation, not the tribute.
    Would be nice to update the verbiage to something more clear like "Confirm clear tribute" to avoid confusion

    4 votes

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    Proposed Idea  ·  0 comments  ·  Tributes  ·  Admin →
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  2. When viewing the voucher screen, it would be nice to be able to customize it to your own viewing needs. As a person who is paying the vouchers, perhaps I would like to see what type of payment we are issuing. We have set up the custom field to include various payment types including ACH, direct pay, autopay, check, etc. but have not way to see this information other than filtering the screen to see just one at a time. A customized screen would alleviate those additional steps.

    2 votes

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  3. We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?

    59 votes

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  4. It would be great to have the option to customize the fund URLs so they are more donor-friendly and better reflect the fund name. Instead of a URL like /create/fund?funit_id=xxxx, it would be nice to have something like /donate/EarlyChildhoodEducation.

    11 votes

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  5. In Reports - Change "Label" field to "Mailing Label" to make it consistent with how it appears on the profile. "Label" is confusing and hard to find... like most fields in Reports :P

    1 vote

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  6. For an event on the Giving Hub, when you select a specific ticket to purchase and the ticket details appear, it seems odd that the "ticket header" would appear ABOVE the name of the event.

    Is there an option to display the "ticket header" content BELOW the Ticket Name?

    https://xxxx.fcsuite.com/erp/donate/create/ticket?edt_id=xxxx

    Page content order is currently --

    Ticket Header
    Event Name
    Event Date
    Ticket Name
    Quantity
    Price
    Total Amount
    (optional items)
    [Add to Cart]

    5 votes

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  7. Add a feature for grants that they can link to a Pledge on a profile. When someone gives a grant from a Pass-thru fund to a fund that they have a pledge, I am not able to link it. I need to cancel the payment.

    1 vote

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  8. Please make it possible to import stewards to the respective funds. The bulk edit function that is available would be quite time consuming as we have 1000+ stewards to link to funds. Thx

    1 vote

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  9. In order to track our commitments, we would like to use GLM and have it sync to CS. The advantage to using it in GLM instead of recurring grants in CS, is that we can refer back to the commitment to see the awarded amount, what has been paid, and what is left to pay. The problem is, if it is a multi year commitment, when created, the total amount will hit the GL. We would only want the $ amount to hit the GL as it is being paid, not the full amount in the 1st year. Can this…

    1 vote

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  10. Add Organization Name and Contact Title as Template Fields for Grant Award letters. This addition will allow for proper acknowledgment of those fund advisors who advise Corporate DAFs and list their business address as their primary contact.

    1 vote

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  11. With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)

    6 votes

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  12. We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.) So when the portal is displayed, users could easily find funds in their community. We want something similar to what the nonprofit directory allows where you can click on a type (i.e., Designated or Scholarship) to help filter a long listing.

    1 vote

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    Proposed Idea  ·  Holly Spitz responded

    The search are does look at service area on a fund, so that could be an option that you communicate in the content area.

  13. When entering the information to calculate interest on term investments in bulk, is there a way for the Select Dates for Interest Calculation Description to include the term investment “Investing Fund” or “Short Name”? This would be similar to the merge fields in the templates.

    When these entries are exported and sorted, there is no reference to what term investment the interest goes to.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. I wish to see an easier option to change a fund after an online payment is submitted - similarly to cash or check processing where there is an easy button specifically to change the fund.

    1 vote

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  15. There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud

    2 votes

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  16. It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!

    4 votes

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  17. The Grant History page shows the name of the advisor that made the grant request.

    When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  18. We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  19. It would be great if a fundholder could make a credit card donation to their fund through the Fund Advisor Portal, rather than through the public webpage of the giving hub. We would prefer if not all our funds were listed on the giving hub, since most of our funds are not trying to publicly fundraise and some of the funds would like to be anonymous. However, if we make a fund "private" a fundholder can no longer contribute money to their fund via a credit card donation on the giving hub. Thank you for your consideration!

    4 votes

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    Proposed Idea  ·  Holly Spitz responded

    A fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.

  20. Please create a Portal tutorial for outside users similar to the GLM tutorial for outside users here https://support.foundant.com/hc/en-us/articles/4479853059991-GLM-Applicant-Tutorial . This would help alleviate a lot of phone calls and emails so that we can do our jobs more efficiently. Thank you.

    11 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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