1103 results found
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Only open funds in FUNDS search bar
We used to use the Funds search bar to only search open funds. When we wanted to search all funds, including closed funds, we used the main search bar in the top left of the main screen.
Having open and closed funds in the main Funds search bar takes so much more time and is a hassle to have to sift through more similar fund names. We were required to set up test funds when we started with Foundant that we were not allowed to delete out. Now these test funds continue to show up on the Funds bar when…
7 votes -
Checks Content - Date Merge Fields
Please make available the US(MM/DD/YYY) DateStyle selected in Site Data in the Checks > Content > Check and Voucher Date merge fields.
Currently only YYYY/MM/DD is available .
Thank you .1 vote -
"Inactive/active" donor data in portal
It looks like our fundholders don't have a way of seeing "inactive/active" data about donors in their portal, which can cause problems when they download the list to send cultivation and stewarding letters.
It would be great if this could be added as a column to the donor reports they can pull in the portal.
As a result of lacking features like this, many of our fundholders have to use a separate donor CRM to support their cultivation and stewardship efforts, which is silly!
7 votes -
Have a Fund Advisor be Able to Upload a Document
Have a Fund Advisor be able to upload a document to staff. This would be similar to using a secure email service.
2 votes -
Sort Voucher Items Columns
Similar to the grants bucket and other areas of the system with sorting capabilities, it would be great if the Items columns in individual Vouchers could be sorted - Expense Account, Description, Quantity, Unit Cost, Total, and Campaign. When entering a voucher with many items, the sort order changes once the voucher is saved, so it would be very helpful to be able to sort these columns on screen. Thanks for considering!
7 votes -
default expense accounts
When a fund advisor submits a voucher through their portal we have to have a default expense account set up. Our funds have different expense accounts depending on the type of fund it is. It would be nice if we didn't have to set a default and could just assign an expense account when we create the voucher on the back end OR be able to set these defaults by fund or fund type.
3 votes -
multifund recurring voucher
Need to create a recurring voucher that has a multi-fund. Currently, I create the lines for each fund's account but can only put in one fund. Once I create the voucher, then I can select the multiple fund. Opportunity for Functional Reporting and Efficiency: We figured out a method to do mutliple fund for functional reporting as transactions are recorded. This allows for timely reporting of by functional accounts. However, it takes more time with our recurring vouchers (75% of our transactions) to edit for the mutliple funds.
2 votes -
View/Edit/Delete Custom Field Import
Previous Journal Entry bulk imports can be viewed/edited/deleted easily. The same should be true of custom field imports. Currently there is no way to reverse a custom field import and since these imports can change large amounts of data, there should be an option to reverse or undo the import.
2 votes -
View/Delete Previous Imports for Custom Fields
For Journal Entry imports, you can view previous imports and view/unpost/delete the transactions tied to those import events. The same should be true for the custom field imports. Right now, there is no way to reverse a custom field import if it is made in error. The poses a threat to the data as large amounts of data can be altered and then lost.
2 votes -
Sync Sandbox to an earlier back up of Live Site
We recently lost a large portion of our custom field data because of a error on a custom field import. As the import had been run in both our sandbox and live sites, we were not able to pull the older data from the sandbox to fix the live site. Foundant cannot pull specific data out of a back up (would need to set the whole system back to the back up date) and so we are stuck with having lost that data. It would be a weight off our minds if we could know there is a work around…
1 vote -
Allow Profile Type screen to be accessible to staff but not editable
The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?
fcsuite.com/erp/profile/profiletype
4 votes -
Creating customized templates for reports
I would love the ability to create a customized word template based on criteria from specific reports, where the data from that report would merge directly into the template. For example, I want a directory of all our Board Members, with work information and primary contact information. I created a custom report using Profile Org Role, but now I will need to export that information to merge into a word doc template. I would love to be able to do that merge within the system.
0 votes -
Add closed funds to fund advisor designation
Now that closed funds have an option to be viewed in the portal, it would be nice to have the option to add closed funds to the fund advisor designation so folk can see the history in the portal.
3 votes -
Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…
14 votes -
Dashboard
Change/Edit Date Range for Dashboard display should be sticky. Currently, the Start and End Date for Dashboard can be edited to display a different range than the default, pre-populated range. However, navigating away from the Dashboard reverts the date range back to default values. It would be amazing if the Start and End Dates were sticky, so I don't have to edit/re-select dates every time I go to the Dashboard.
8 votes -
Set email for login and send email for password
Can you make the function that exists for Fund Advisor (legacy) available to all user logins? In this function, you can set the primary email as the login username in bulk and send an email for the user to set a password.
4 votes -
Print Fund Statements ONLY for Primary Fund Advisors
It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.
4 votes -
bulk create voucher requests
Similar to Create Grant Requests in a bulk action from the Grants bucket, it would be nice to have a bulk create voucher requests. Currently, I have to do these one by one and it is a very slow process to have to do that for recurring vendors who are paid through the fund advisor portal.
2 votes -
Add File Upload to ACH/Bank Info Section in Portal
We would like to request that a file upload option is added to the ACH/Banking information section of the portal. In addition to the button, a field is needed so that we can display what kind of information we are asking them to upload. Typically we require additional documentation for banking info and this would help to improve our process. The files that are uploaded here can go to the files on the profile. This would be amazing!
4 votes -
Donor Portal - Dropdown Field for DAF Grants Requests
Provide an optional Dropdown Field on Grant Requests/Recommendations from donor-advised funds:
- General support
- Program support (indicate specifics in Grant Description)
- General support for an event, no benefits are received
- Grant is for an event, full minimum cost to attend has been already paid in full outside the DAFPurpose: Increase due diligence when processing grants
6 votes
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