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892 results found

  1. Custom task reports should show ALL tasks, not just the tasks that have been entered from within an Opportunity. Currently, custom task report only shows tasks entered from within an opportunity.

    22 votes

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    6 comments  ·  Profiles  ·  Admin →
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  2. Would like to see ticket purchasers and guests all in one spot. Currently, you can only see a list of ticket purchasers and the number of tickets they've purchased and then the "guests" of these ticket purchasers are in another area (guest list). Would be great to see the guests underneath the ticket purchaser, similar to how the campaign invitee list formats guests/household members (you have the invitee and then below them & to the right will list their guests or household profiles with their email info, all in one spot).

    25 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  3. I'm on a call with several scholarship managers, several of whom use foundant and we want to be able to communicate with students via text for reminding them about applications, followups, etc... What a difference that would make!

    25 votes

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  4. Currently when entering a multifund donation only one Donation Type is allowed. Under certain circumstances split donations need to be applied to different revenue accounts.

    Adding the ability to select a Donation Type for each multifund line item would expedite the entry process and eliminate separate entries for split gifts.

    15 votes

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  5. It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.

    We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.

    20 votes

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  6. It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.

    Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.

    Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…

    45 votes

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  7. IRS 1099 Field - Please Add R as one of the categories to choose from the drop-down menu in the Account section.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.

    115 votes

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  9. I'm not sure why support has asked me to post this on the Idea Lab since this was a function we used to have but is now it's missing on the left hand menu. It seems more of a support issue, but here goes.

    Today I had a situation where an incorrect cheque number was entered in a 2018 transaction. I can’t fix this because it goes back way too far. Normally what I do is click switch to electronic on the left hand menu and make a note on the reconciled printout of the cheque number.

    Now switch to…

    26 votes

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  10. It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
    Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…

    58 votes

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    0 comments  ·  Profiles  ·  Admin →
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  11. It would be great to be able to choose more than one donation type to charge an Admin Fee to. I have an Admin Fee for 2.5% on each donation that comes into the fund. But it does not pick up internal donations or stock donations. I had to add two more Admin Fee Types to get this done, rather than being able to choose all three from a drop down list.

    22 votes

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  12. Can we please have one donation listed for credit card gifts that cover the fee? I know that both get covered in the template amount, but it's weird to have them listed as separate gifts that we then have to click the red sent button for...

    14 votes

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  13. I would like to have the ability to generate even a simple letter from a profile, so it auto fills name, address and I can take it from there. Add to the "Create" in the left sidebar please!

    47 votes

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    1 comment  ·  Profiles  ·  Admin →
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  14. It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.

    23 votes

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  15. We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.

    We would like to the option for a small number of users to be able to view the settings (including the full account number).

    This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the…

    38 votes

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    5 comments  ·  Profiles  ·  Admin →
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  16. The bulk year-end print results process in a random order and there isn't a way to print envelopes in that same random order. Solution suggested by chat was to print envelopes in alpha order and then find them, since they'll at least be easier to find in alpha order, to compile the mailing. Please fix this!

    16 votes

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  17. In our organization, the group responsible for managing fund profile relationships is not the same as those who are responsible for deleting profiles. However, the Delete Profile permission is required in order to unlink a profile from a fund. We need these permissions separated.

    15 votes

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  18. We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.

    14 votes

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  19. It would save a lot of time if you could search for a specific check by check number (A/P or Grant). Instead of having to scroll through pages of checks, being able to go straight to a specific check that you have the number for would save a lot of time! Especially since banks are having a lot of positive pay exceptions that have to be rechecked on a daily basis.

    26 votes

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  20. Grant Letter emails should be included in an organization's email history!

    15 votes

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