1083 results found
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financials
It would be nice if when you run financials in CSuite (i.e. Balance Sheet or Income Statement) that when you print or export it includes our company name and logo at the top? When we have to provide a copy of a BS or IS for a company or auditor we have to manually add it each time.
4 votes -
Expand Outlook Integration for reading notes & profile details
The new Add Note to CSuite add-in is much appreciated but would be even better if you could also use it for composing an email and view existing notes & profile details. When we were demoing a competitor's platform before signing up with Foundant, they had an integration that would have a pop up showing the profile picture, details, and notes for the recipient with a live link to the profile in the platform. Would love to see something similar developed for Foundant.
5 votes -
Link Internal Grants and corresponding Internal Donations in custom report
I'd like to create a report that will link the Internal Donations to their corresponding Internal Grant record. Ideally pulling based off the hyperlinked ID, but at a minimum pulling the destination/donating fund.
2 votes -
Restricting access to funds
A way to restrict users' access to internal funds, either through permissions or other means. We have sensitive operating funds related to compensation that we wish to restrict access to.
1 vote -
Separate "hide description" for Donations vs Grants
The "hide description" functionality for the Fund Advisor portal currently hides the description on both donations AND grants. Based on other available settings related to fund advisors, there does not seem to be a setting that will allow for one description to show but not the other. It would be more practical to have control over those independently (e.g. turn off descriptions for donations, turn on descriptions for grants).
13 votes -
File Categories and "sticky" function in the new portal to organize fundholder files
We use the File section of the new portal to share fund agreements, stewardship materials (for those who no longer receive paper statements), and other documents with our fundholders. As the list of files grows with our engagement, this starts to be unwieldy without the ability to use the internal File Categories (and the sticky function) to organize the files for our fundholders. It would be wonderful to have this functionality in the portal, not just behind-the-scenes for staff.
2 votes -
Hide/Archive Option for Templates
Since it is not currently possible to delete templates that have grants/donations attached to it, it would be super helpful to be able to "hide" or "archive" old templates. Since so many hands touch these systems over time, it can get pretty overwhelming and difficult for anyone using the system.
9 votes -
Items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu
Could items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu, not only have the heart, but also appear in "red" font? This would help identify the anticipated next step from either the Donations/Receipt bucket or Donations/Tribute bucket.
2 votes -
Link file to fund
Add the ability to link a file to a fund (similar to how you can link notes on a profile to a fund).
7 votes -
Include Nick Name and Birth Name Fields in Profile Search Results
Please include the nick name and birth name fields in profile search results. This will allow us to search for individuals with a nick name or who have changed their name, and will also help prevent the creation of duplicate profiles when we do not get the expected search results.
14 votes -
3 votes
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Unwanted Updates to Bank Reconcile
Please bring back a couple of features with Bank Recs!
Please allow for sorting transactions by check number again. I can now filter to only checks but they're not always in order and I don't see any way to make it so.
Allow for easier unreconciling/rereconciling. It used to be if I had to fix something from three months ago that required unreconciling the bank account, I could rereconcile with only one click. Now I have to go in and uncheck every transaction for the following months, reconcile the first month, recheck all the items for the second month, reconcile…
35 votes -
Allow Users to Change Navigation Font and Color
The font color isn't dark or big enough, and if you want to use a dark background, there is no way to change the text to be lighter.
4 votes -
Enhancement to Abandoned Cart Email Frequency
We really like the ability to email our advisors who have left a grant request in their cart. Right now, the only option in the settings is to send these email reminders nightly. It would be great if there were other scheduling options, like weekly. From our perspective, emails sent each day may be somewhat irritating. It would be great if there were an option to send them less frequently, like weekly, or based on a certain number of days. We intend to send them weekly, but, at present, it will need to be done manually.
12 votes -
New Portal FUND SUMMARY Recent Grants - 20 displayed only
When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit…
9 votes -
Donations- Inactive Profiles not listed, causing duplicate profiles
In an effort to clean up our database, we've been marking profiles as "inactive" if they don't meet recent activity requirements. We recently discovered that those inactive profiles aren't showing on the list of possible profiles when a donation is being entered; therefore, a duplicate profile was created. We would find it helpful if the inactive profile was still listed in the drop-down menu so we would know that it needed to be "reactivated" so the donation could be processed properly.
1 vote -
Add ability to COPY internal grants in new Portal
In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?
12 votes -
Add Profile type - Trustee and DAF
When we receive donations from a DAF fund or Trustee it would be nice to have that as a profile type to select instead of Individual, Household or Organization.
2 votes -
Bringing the Login log up to date with portal login changes
With the coming changes to the portal, specifically, with the multiple paths to login (PIN or ID/PW), this would be a good time to bring the login log up to date also. Some changes to consider maybe be:
Completing the logoff field to indicate whether the logoff was via "Log off" or if the log off was due to a Foundant reset.
Consider an inactivity timeout. An hour would be a good start (an option to choose inactivity minutes would be better).
Log in and log off timestamps (log in Ts already exists).
Add information about the validation method of…
5 votes -
Bio field on primary profile page
We'd like to see a field on the main page of the donor profile that allows us to enter donor biographies (2-3 sentences), we'd like it to be a field that will pull into reports. This is a feature Blackbaud offers and is so nice when pulling a donor report for staff, board, and volunteers to prepare them for donor engagement.
14 votes
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