816 results found
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Please add a Deceased Advisor button in the Advisor area & a similar column in exports
this way we can just go in and click the button and keep the advisor on the fund for a history and filter out the deceased advisors on Fund Advisor reports.
2 votes -
please add "profile log" to custom reports for Profiles - for "Stripe" profiles identification
Please add Profile Log to the Profile options in custom reports so that we can identify which profiles are being set up by Stripe. This will help us with our Profile clean up process. Thanks!
"Profile 55715 Log
When What Who
2024-03-27 11:57:28.847463 Created from checkout system"1 vote -
Reverse Reconcile Check Numbers
Is it possible to add the check numbers in the Reverse Reconcile view? The column is already there, but it never populates any data. Thanks!
1 vote -
Ability to show Promises as paid when paid by Internal Grant
Please provide a way to show a promise as being paid without having to link it to a donation "automatically". We have several promises that were paid via Internal Grant from various donor-advised funds, but CSuite isn't recognizing those as being linkable donations. In our campaign, we expect to have several others in the same situation. Or is there another way to show those paid by Internal Grant as being paid? Thank you!
1 vote -
Add a date field to Profile Type
Add a date field option to Profile Types. We are adding CAP program and have classes and to track classes, a date field would be a great add. Otherwise we would create a profile type for each year to track classes.
2 votes -
Expand Pronoun Options
Recently I added a new record of a woman who's pronouns were listed on her website as She/Ella because of her Mexican heritage. Foundant gave me an error message that it is an 'invalid' option. I thought this box allowed us to type any text but I was wrong. Can this box just be open text like other fields in Foundant? This would be more culturally and generally inclusive.
6 votes -
User Sign In: Always include "Forgot Password" link on login page
The "Forgot Password" link on the login page only appears after a user has a failed login attempt - but it should be present on the login screen always.
Many staff members know they've forgotten their password and thus don't even bother trying to log in. This leads to a significant number of calls to our internal helpdesk, and we always have to tell users "it's a dumb thing that Foundant does, but you'll need to have at least one failed login attempt and then you can reset your password." This is how the first encounter with CSuite goes for…
6 votes -
Routing number verification
Under Profile, in the ACH Settings when entering the routing number, would like for CS to be able to verify if its a valid or invalid number when configuring the account information. Currently, a NACHA file is run with the account information that is configured and then uploaded to the bank where then you will find out if the routing is valid or not. Would be nice to find this out on the front end of the process rather than the end of the process.
2 votes -
html help
It would be helpful if Foundant added a pay option to help us that know nothing about HTML to add simple things such as Logos etc to new donation portal, etc. We do not have a web designer or anyone with HTML knowledge. It is your expertise and could probably be done in a matter of minutes. We don't expect it for free. Can we not purchase blocks of time?
2 votes -
NACHA file can be downloaded before checks are posted
Right now the NACHA file can be downloaded for a particular date before the checks are approved and posted. For internal control purposes we would like to only be able to download the NACHA file after the checks are posted for that date.
3 votes -
organization child
When linking a parent organization to a child organization, there is not enough information displayed to distinguish the children from one another. For example BANK (Parent Organization) has two Children, Bank and Bank, you have to click on the children to see that Bank is John Smith and the second Bank is Jane Doe. Can there be another column displayed with the "Primary Contact" name.
1 vote -
Internal grant envelopes
Is there a way that the envelope option become available to accompany a letter that is processed for an internal grant? This is a letter for the person/organization that requested the grant and currently there is no envelope option that matches the grantors name and address that appears on the letter.
1 vote -
Batch Donation Notify and Grant Notify Emails
Send one Donation Notify and Grant Notify email per day summarizing gift activity or grant activity for that fund that day rather than, in some cases, dozens of transactional emails.
15 votes -
Donations - please bring back the option to use the enter button to process a donation
Prior to a recent update, when entering a donation and getting to the tax receipt template field, we were able to use the enter button on the keyboard to have the system process the donation.
For those of us that prefer using the keyboard instead of the mouse, It would be great if you could bring it back.
Since the update, we have to tab 2 more times before the enter key will work again or scrolling to the bottom of the page and using the mouse to click on process.
2 votes -
FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
37 votes -
Campaign Ticket Guests
Three thoughts on potential future functionality for campaign ticket guests:
1). Implement a system for matching guest names to profiles (or creating new profiles automatically, a la Stripe payments) that lines up with the existing profile DEDUPE functionality. This could tie in with/be more robust if item 2 is considered:
2). Allow customization of the fields that purchasers fill out concerning their guests (for example, adding emails, phone numbers, etc.)
3). Implement a batch functionality for converting ticket guests to profiles (right now, it must be done on a one-by-one basis)
1 vote -
Default Grant Sort
I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.
11 votes -
grants: option to export bank info
From Grantee files for grant vouchers, a way to export bank information in order to set up payment in online banking system.
1 voteHave you explored the current NACHA options when processing checks? Here is a link to the help article in CSuite: https://support.foundant.com/hc/en-us/articles/4404659918231-NACHA-and-ACH094-Files
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email history - Fund Advisor grant request
The auto-generated "Advisorrequestconfirmemailbody" email is not in the Email History for that Fund Advisor. Can we please add it? (The Grant Post Notify email is in the History but not the Advisor Request Confirmation email)
3 votes -
Optional Two-Factor Authentication for Fund Advisor Portal
Please add the option to turn on 2FA at the Fund advisor level. At this time, we are choosing not to turn on two factor authentication for all fund advisors.
2 votes
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