1040 results found
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Fund Advisor Invite Email
Please allow the default subject line of the Fund Advisor Invite Email to be customized so that it better suits the needs of each organization. As it stands, every time I send the email, I have to edit the subject line to that it makes sense and matched the verbiage we use with our donors and fundholders.
3 votes -
1 vote
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scholarship liability and expense account
For hardship assistance grants, these flow through the scholarship module but we would like for the accounting to not hit the default scholarship payable liability and scholarship expense accounts. Would like to see a liability and expense account added to the scholarship that can override the system defaults.
2 votes -
kbusser@cfrichmond.org
National Change of Address. Database from the US Postal Service that contains all of the address changes that have been submitted. An automated link to this would enable the updating of addresses on profiles.
4 votes -
Journal entry order: keep in entry/import order
Please STOP the system from resorting journal entries by amount. At the very least, have the all the data necessary in custom reports so the data can be sorted in the entry order for review,
When users create journal entries there is usally is a method to the order they are entered but for some reason the system re-sorts the entries by dollar value before posting. This makes it difficut to review the entries and makes them harder to follow if researching them.
4 votes -
Grant Letter Email Tracking
Can you make it so that grant letter emails can be tracked? It would be great to be able to run an Undelivered Email report and see if these emails were actually delivered.
2 votes -
Follow link after login authentication
I get lots of emails from Community Suite when someone includes me on a Note, or creates a Voucher for a fund I'm an approver on. Clicking on the link in those emails involves a 3 step process:
1. Link takes me to the login page for our CS instance.
2. After logging in successfully, I'm taken to our dashboard.
3. But what about that original link? I need to go back to email and click it again, to go to the item in question.It would be great if, like on many other web applications, after login you were…
2 votes -
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…
5 votes -
Invoices need a credit card payment link/option
For an upcoming event we have sent out numerous invoices for agencies that are paying to have a vendor table. Many of the vendors want to pay by credit card and with some of the uncertainty of the mail, many do not want to mail a check. We need either a portal that we can provide a link so they can pay their invoice online, or if a payment link could be put on the invoice/email that would be even better.
3 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!
6 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!
3 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.
2 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.
1 vote -
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
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