807 results found
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account name in sections of fund statements
It would be very helpful for our fiscal projects if we could include account name/number in all sections of fund statements. It is currently an option in some, like admin fees, assets, etc. but not available for invoices or vouchers. Our funds need this feature along with the ability to see vendor/customer name to reconcile that items were coded properly.
1 vote -
Add conditional logic to custom fields
It would be great if we had the ability to enable conditional logic to custom fields.
11 votes -
Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
7 votesPlease add the specific object and filters needed.
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Send or print grant letters in bulk, not just by check batch
We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.
15 votes -
11 votes
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Recognize soft credits on donor profiles
We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.
10 votes -
Allow bulk updates via data imports (csv with unique IDs)
Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.
10 votes -
Allow one custom tab on the donor and fund portals
Allow 1 Custom tab to be enabled on the Fund Portal and Donor Portal for Text, HTML, and Links. Content to be determined by the company.
7 votesHave you looked at the new Donation Pages & Styles? There are content blocks that can be customized for each page. This same idea will be rolled out for the Fund Advisor Portal in Summer, 2024. For more information, please refer to the donation portal help article.
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Review all letters in CSuite similar to the Fund Statement review function
Implement the same viewing and reviewing capabilities that exist for fund statements for all letters including tax receipts, grant letters, and award letters—possibly adding the send option after it is reviewed.
8 votes -
Add multiple payment types and banking information to profiles
Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.
11 votes -
Reinstitute grant and voucher creation as one process
In the most recent release notes, the creation of grants have changed so that once approved, you receive a message saying "There are no more grants that need approval" and you are then taken back to the grant home page. It makes for a smoother work flow to be able to continue, like you used to be able, to the voucher approval and creation. I am not quite sure for the reasoning behind this change, but I think it would be beneficial to return to the previous way of posting grants and vouchers in one step.
1 vote -
Flag Duplicate Addresses
Right now, the "duplicates" tab only flags profiles with duplicate name, email address, or phone number. Could it also flag duplicate addresses? We have many donors who may use a slightly different name when donating (like putting in "Michael" for one donation but "Mike" for another, so it doesn't flag it as a duplicate profile). If the system also flagged duplicate addresses, it would hopefully catch more of those.
7 votes -
Envelope in Grants
It would be helpful to have the envelope function in grants to add the full contact person name when printing envelopes. Also when exporting the grant data it would be helpful to have the full contact name to the export for merging envelopes to print not just salutation. In my export you can see Salutation and Label and the label on an org profile the label uses the org name. Every time I export I have to go research the persons full name for envelope.
4 votes -
Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
4 votes -
General Ledger Alert notifications
I would like the ability to add an alert at the General Ledger account level like I can add in profiles when making a payment to alert grants and vouchers? I sometimes have to notify other staff members when using certain GL numbers for payables and grants for other processes that may be needed and I don't have a way to create the alert at the GL level which would be extremely helpful.
6 votes -
memorial
When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.
Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?
Or could the system allow me to edit my letter before it is emailed?
6 votes -
idea lab
Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.
I wonder if Foundant support might develop a mechanism where, when they…
4 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
Thank you for this suggestion. We are working on improvements to Idea Lab and our process.
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Maximum Account Balance
For Cash Management and Balance Swap purposes, I would like to see an account maximum. We have several checking accounts that need balance transfers if they exceed a certain amount. For example, any balance over $500,000 in one checking account needs to be transferred to an investment account.
6 votes -
date format
Please have the date format consistent throughout the system. MM/DD/YYYY. If you add dates to someone's org role, the formatting starts with the year. Other places it will start with the month. It would be really helpful if they were consistent.
4 votes -
New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.
It would be beneficial if the Email Delivery status for bounced or dropped emails was in red.
16 votes
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