968 results found
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1 vote
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Grant Catalog notification
It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.
7 votes -
Collapse/Expand Files
Please can we have the ability to collapse/expand file categories in the attached Files sections. This would help enormously with overview.
4 votes -
fund statement - add semi-annual interval
A fund statement interval (statement type) of semi-annual would be useful to us.
Thanks for considering.2 votes -
Donor Portal Logout Page
I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?
13 votes -
Fund Advisor portal - Not view all fund advisors
When a fund advisor logs into the fund advisor portal, is it possible to not list the other fund advisors for the fund?
On endowed funds, beneficiaries receive statements/have access, and I would rather not have one beneficiary know who all the other beneficiaries are.
3 votesThe list of Fund Advisors will not display in the new Portal that is released in sandbox environments (live on 8/7/24). Enhancements to the current Fund Advisor portal will not be made in anticipation of the sunset date of 4/1/2025.
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Attach Tasks to Profiles
It would be wonderful if you could see completed tasks when on a profile. When I pull up a donor profile, I need to see what/when their last point of contact was. For example, if we mailed a personal note, made a phone call, sent an email. Very helpful information especially when a donor says, we haven't heard from you this year!
4 votes -
990 Donor Report: Ability to generate based on profile type
On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.
2 votes -
File Category Sort Order
Please can we have the ability to assign sort orders to file categories.
5 votes -
Nonprofit Directory: Option to hide email and phone columns
On the Nonprofit Directory settings, add option to 'display' or 'hide' the 'Email' and 'Phone' columns so we have the ability to just display a list of the Nonprofit Organizations.
15 votes -
Favorites
Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.
1 vote -
URL for newsletter campaign
Would love to allow people sign up to our Newsletter Campaign from our website.
Currently I've set up a separate event campaign that I will be linking to from our website to but it looks a bit weird as the form is meant for a "ticket" and it will require us to transfer profiles from one campaign to another.
2 votes -
Add ability to view grants in a tab on the fund page
For quick reference it would be nice to see all grants made by a fund on their profile page, similar to a donations on the donors page. Please consider adding a tab to see grant history.
12 votesFrom the left side menu of the Fund, their is a history option. From that screen, you can select the Grant amount and get a historical list of all the grants. There is also an option in reports to display all grants. Select reports, grants, then the relative date of all.
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Fiscal sponsor: Display on Grantee tab of profile
Please include fiscally sponsored grants on the Grantee tab of the sponsored organization - similar to advised gifts on the donor tab
3 votes -
Service Areas - International
Please open the city/state field under service areas to international orgs or provide an Other field to enter a different value. We have parishes in our country, that we would like to be able to add.
5 votes -
profiles: display relationship and engagement tab numbers
It would be helpful if the Relationships and Engagement tabs had numbers like Files and Notes do.
54 votes -
Fund Log - track all changes made under Relationship tab
We would like the fund log to keep record of all changes made to a fund. In particular changes/removals made under the Relationship tab of a fund is useful information for our staff.
5 votes -
Financial Report Editing - Add heading to each page & rounding option
Allow options when printing reports directly from C Suite to show headings on multiple pages and remove decimal points.
4 votes -
Bulk change check numbers
Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.
2 votes -
RSVP Option for Households instead of guests
RSVP Option for Households instead of guests
We need an RSVP for a household where we can add the household members without going through the add a guest function. We are only using this campaign event to make sure each profile shows who attended.3 votes
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