968 results found
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Electronic Checks Post All
It would be helpful if there was an option to "post all" electronic checks instead of having to go into each one individually to post. We book all our ACH payments as electronic checks, but don't post them until we clear the bank statements, but we have to go into each electronic check individually to post.
4 votes -
Tax Receipt template: legal name for grantee's
It would be great if the Grantee Name (DBA name) and the Legal Name would pull in on receipts to donors. Many non-profits "do business as" one name, while their legal name is technically different. When a donor makes a grant to the DBA Org Name on the donor portal and then gets an email receipt with the legal name of the organization, it can be confusing and seem like they granted to the wrong organization.
0 votes -
Foreign addresses
The ability to enter foreign addresses (Canadian & International) in the format that each country requires, so that we do not have to look it up every time, i.e., type country name first, then formatting shows accordingly & ensure that country name prints on envelopes e.g., Israel has a very specific format and is very different from Canada:
Mr. Israel Israeli (addressee)
16/2 Yaffa street (premise/door (apt.) + street
9414219 JERUSALEM
ISRAELCanada has a very specific format and is even different from U.S.A. (apartment follows street address)
Mr. John Doe (addressee)
7-123 Some Street (door/unit/apt. - street address)
Ottawa,…3 votes -
Grant Letter Email Subject
Create Grant letter email subject in Grant Content so we can edit the subject line when sending Grant letters
4 votes -
Restrict organizations from creating or accessing a donor portal dashboard.
In the new "Portal," we would like to be able to restrict organizations from viewing/accessing the "Donor" portal tab related to the "Donor" designation. This is confusing for the Nonprofit contacts. The "Donor" Portal access should be tied to the profile types of individuals and households, not organizations.
2 votes -
statement vouchers
It would be helpful to be able to Delete Item lines in Statement Vouchers after copying. I typically copy the previous month's voucher to create a new one. Some months have Realized Gains and some do not. I put a 0 when we don't have one, but it would be much cleaner if I could delete that line and add it back in the next time it is needed.
4 votes -
Link the Contact Person field on NonProfit designation to the Contact Field on Organization profile
The Contact Person field on the Nonprofit Designation should be linked to the (Primary) Contact Field on the associated Organization profile. This way, when one of the fields is changed, the other is updated automatically with the most recent contact information.
Currently, changing the Contact Person field on the NonProfit designation does not automatically update the Organization profile and requires the update to be done in two places which is redundant.
4 votes -
Event Registration - needs to stay on affiliate/supporting org branded portal
After a person clicks Add to Cart for an event registration (from an affiliate/SO branded portal), the portal defaults to the main portal and leaves the affiliate/supporting org branded portal. Further, if the registrant needs to add additional "event tickets" they must navigate through the general event tickets page and find the event they are looking for.
Please keep the registrant on the affiliate/SO branded portal and allow them to go back to that specific event registration to add more to their cart. The current navigation is not donor/registrant friendly.
6 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
33 votes -
term investment - need 1099 interest report
A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.
2 votes -
Stripe Terminal
Currently only one person can be assigned to a Stripe Terminal and therefore is the only person that can process payments. We hold multiple events where different staff members will need access. Please add the option of multiple users per terminal. There could be a check box list of all users for our foundation and we could select which ones could have access. Thank you!
15 votes -
Make Campaigns Compatible with Grants
UPDATE- I've found a way but it's a quite a few extra steps. Involves going to the GL transaction level detail.
I've been looking at using campaigns as a way to track multiple grant projects in the same fund. I'm successful in associating a grant received via donations and attaching vendor payments. It has the option for a very tidy income statement, which I love. The only thing needed to complete the picture is grants made by the program. At present you cannot assign a campaign to the grant or the voucher associated. This fix would basically make it as…
2 votes -
Include first and last names (and other fields) during Mailchimp sync
This was a previous idea (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46800925-first-last-name-sync-to-mailchimp-added-back) that was closed, not sure why. Like many community foundations, we do marketing! Through Mailchimp! The sync option is great, but missing some important pieces. Please include other fields besides email address. Modern email marketing includes personalization features like "Dear Lucy" which it would be nice to have. Besides the name fields, I could see cases for grabbing ANY other Profile fields during a sync. Perhaps have a dialog screen that asks the user to select/deselect fields for syncing?
11 votes -
Print Envelopes as a Word Document
Currently, the Print Envelope feature only allows envelopes to be generated as PDF files. It would be very helpful if there was an option to choose for the envelopes to be generated as a Word document, as there is usually a need to edit the envelope prior to printing.
7 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
77 votes -
Buckets for Invoices
In the June Sandbox release the new update for invoices makes it difficult to see the most recently paid for invoice in the paid bucket. It would be nice if the most recent was at the top of the list instead of having to click the date buttons to bring them to the top. Having the oldest paid invoices first doesn't make sense.
3 votes -
Bulk add "student" designation for existing profiles
It would be helpful to bulk add "student" designation from a student scholarship recipient profile type. Prior to adding SLM, we used a profile type to be able to sort them and add to the annual scholarship banquet campaign/event. Currently, there is no way to migrate previous profiles who were students (with a scholarship profile type) to have the "student" designation.
3 votes -
Add Contact First and Last Name to Year End Tax Receipt template fields
Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!
1 vote -
Term investments - edit options needed
The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.
For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found…
1 vote -
Term Investment - default fund/accounts would be helpful
Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.
Smart tips would be helpful in creating a new term investment for distribution fields.
1 vote
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