Set-up two-factor authentication for Donor Portal.

Like Merging profiles and bulk update, importing profiles needs its own security group under Profiles (Manage access to profile). Currently if you can Create ONE Profile you can Upload and create 100's or 1000's of them.

It would be helpful to have a shortened description for funds on the promotion page of the online donation section. That way it can easily be viewed but if a donor clicks on that fund that can see the full fund summary.

This would show both Donation information and Grant information. Would help with a custom report for Donor Receipts and Grantee Letters.

It would be helpful to have a column for "Solicited Amount" when importing opportunities by the bulk.

Check a box that allows sub funds balances to be grouped with main fund balance when running admin fee calculation - instead of creating and admin fee group. So that if the value of the funds together moves the total to a lesser tier. For example, if the main fund has $750,000, and the sub has $300,000 and you assess 1.5% on funds under 1 million, 1% on funds over $1 mill that the calculation combines the funds only to assess the 1%.

A profile can be marked as anonymous, which will make all future and past donations anonymous, however, this does not apply to when the donor is the "Advised Donor" for a donation. Since the donor's profile is marked as anonymous, it would be nice if this also apply to any Advised donations.

Within the Site Custom Field options, it would be great to be able to use the {{Salutation}} field in the advisor log in email that goes out to new fund advisors.

Currently, it is only possible to use {{Name}} which creates an email that reads as:

Dear John Smith,

This is rather stiff and having the ability to populate just the first name would be greatly appreciated!

Can Foundant create a page that a fund advisor sees when first login in that briefly describes the / a conflict of interest policy?

When I create a report to list a group of profiles for a mailing, I include the Output field "Organization", But for "Household" profiles, the "organization field populates with the household name - which is not the same as the Label field, causing these profiles addresses to have TWO names: Label and Household. I think that "household" should NOT be pulled into the Organization output field. They should be sepaate fields for various kines of data/list outputs.

Description on a Grant Request is a vague word choice that doesn't provide clear direction to Fund Advisors. There have been many times where FA's have entered a description of the grantee in this field rather than their grant purpose. Please update this field to say something like Grant Purpose or allow us to edit the name of the field.

When Fund Advisors are entering in a grantee manually rather than utilizing the search, "Submit" can be confusing. I have had multiple FA's reach out concerned that they weren't going to be able to input the Amount or Description before hitting Submit. Please use a different word here that lets Fund Advisors know there is more to be done.

Please allow for the entering of the grant advisor, grant letter template, service area and grant type fields when first entering a recurring grant so that letters will be generated without manually editing and so tracking of service areas and grants types will be accurate. (Currently these fields are not available so must be manually entered with each occurance.)

Add "Opening Balance" to custom reports. We use this for quarterly reports and would like to run reports to show how much a fund was opened with, rather than having to go back and pull opening gifts manually.

Within the individual fund screens, it would be nice to have each section's dropdown item (assets, fund summary, etc) already collapsed and then as you want that item, you would expand it. This would be beneficial as you could see all options on the page upon opening especially since the Notes tab is at the bottom of the page

This was my answer from Foundant. "Currently there isn’t a way to pull this information in a report from CSuite.

The easiest way would be to export the Funds list by going to Funds then List and select Export CSV. Then in Excel the SubOf field will be in the export & you can filter that way to filter out the funds that are sub funds."

PLEASE ADD THE ABILITY TO REMOVE SUB-FUNDS TO GET AN ACCURATE FUND COUNT.

We have been asked by our auditors in the past to provide a report showing when all journal entries are created and approved.

We would like the ability to change the default accounts for gifts prior to posting from the gift module. The current method requires seperate journal entries to get the transaction in the correct accounts: Example: Deferred revenue and Gifts Receivable