1118 results found
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Hide an org or grantee profile from fund advisor portal search
Our use case is around scholarship only org profiles showing up for fund advisors to search causing numerous problems and confusion, but there are other applications for this. So, similar to hiding funds, consider adding a checkbox either on a org profile or grantee layer that prevents the profile from being searchable via the fund advisor portal when looking for grantees.
4 votesHere is a link to a help article that explains how to make a vendor record inactive. This can be done in bulk. When a vendor record is inactive and there is a grantee designation on the profile, it is removed from the fund advisor search. You can still create grants to inactive grantee's from the back end. https://support.foundant.com/hc/en-us/articles/4414050001303-Bulk-Activate-or-Inactivate-Vendors-and-Grantees
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Ability to tag merge profiles that don't appear in Engagement tab
To my knowledge we can only tag merge profiles that appear in the Engagement tab on a profile. It would be helpful if there was a way to tag two profiles for merging that don't appear in the engagement tab.
We like using the tag merge feature so staff can recommend records to merge so other staff who are assigned that ability can make the determination to do so. Sometimes we find records that we think might be duplicates that don't appear under Engagement which would make this feature helpful.
1 voteIn a profile record, there is a left side menu option titled Merge. After selecting Merge, you will be prompted to search for the profile record that needs to be merged.
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Archive option for Scholarship page
Create an option to archive closed scholarships on the main CSuite scholarship list page. This will help clean up everyone's list to make it only active scholarships while still preserving historical scholarship/ fund data.
1 voteAn option to close a scholarship was released on 2/9/2024 this year. Here is the release note:
Scholarships: Added Bulk Close or Bulk Open the to List of Scholarships. The two new left-side menu items, Close and Open, can be found in Scholarships and then Scholarships. Once a user has applies a filter to the list of scholarships, then they can use the bulk action. There is also new bulk actions in the Scholarship Paid Bucket to allow user to select which Scholarship Awards to move from the Paid bucket to the Completed bucket.
No Permissions have been changed with these updates. -
ALL funds to show in the drop down-list, instead of ONLY Promoted funds
Fund Advisors cannot submit internal grants to other funds unless the receiving fund is being promoted.
We would like Fund Advisors to be able to submit internal grants to any fund, but we do not want to promote all funds.2 votesThere is a settings option in Fund Advisors, Show Non-Promoted Funds that can be enabled to allow Fund Advisors to see all funds (unless they are marked private).
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lcs@bermudafoundation.org
Please can we have the option to turn off charity check for international organisations that do not make grants to charities in the US.
1 voteIn Grants>Settings, select edit settings and uncheck the option to enable Guidestar. This will turn off the requirement for charity check while processing grants.
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Grant "request" tab
It would be most helpful to see notes to staff when viewing listed grants on screen. Some notes include details needing immediate attention in regard to the timeliness of processing the grant recommendation. As of now, the only way to see these notes is by selecting each one individually and checking to see if there are any notes. Even when a report is created, it does not include all notes for some reason. And the report only applies after the grants have been moved to the New bucket.
1 voteThis was released on 2/28/2024:
Notes: Added the ability to share a note. When adding a note, users will see a new checkbox: Share. This will allow users to share a note with the different personas on the Portal. This functionality is complete in the backed of CSuite but NOT completed on the Portal. Currently, if a user shares a note on a grant it will display on the the grant record in the Fund Advisor portal, but no other notes will appear in the Fund Advisor Portal.
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Remove from campaign filter
There is no longer an option to use the invited to campaign filter and remove it from a campaign. You can select invited to campaign and add profiles to a different campaign, but there is no remove from campaign option for the invited to campaign filter. This makes for a lot manual work when trying to remove a specific group of profiles from a campaign.
1 voteWhen in a Campaign, select the profiles tab, then the left side menu option to +Update Profiles. Next, select either profiles or donations (this would depend which filters you need). After adding the filter, you can select -Remove from Campaign from the left hand menu to remove the profiles in bulk.
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lee.omer@jcfmontreal.org
Creating a dropdown list for a fund advisor to choose among all other advisors who the GRANT ADVISOR should be for a grant created on the portal. In other words, the fund advisor logging in with his own profile is submitting a grant on behalf of another person listed on the fund who has a different profile.
2 votesThere is an option in a Fund record to allow additional advisors. This is found in a fund record, under the settings tab. This can also be done in bulk. Here is a snippet from the Fund help article: Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors. This does not need to be selected to have more than one fund advisor setup on a fund.
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Import tickets
Create CSV Import for tickets for special ticketing outside of using CSuite. This could also help with guests that may not have added information before the event.
1 voteThe ability to import tickets was released in 2023. Here is a link to the help article: https://support.foundant.com/hc/en-us/articles/17441967779863-Import-Tickets
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Selecting the Fund Advisor to be recognized for Grants submitted on the Advisor Portal
When an advisor is using the portal to submit a grant, there should be a dropdown list to choose who should recognized for the grant among approved advisors for the fund.
**This would be helpful for a child managing his parents fund or an assistant entering grants on his boss' behalf.6 votesThere is an option in a Fund record to allow additional advisors. This is found in a fund record, under the settings tab. This can also be done in bulk.
Here is a snippet from the Fund help article: Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors. This does not need to be selected to have more than one fund advisor setup on a fund.
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Campaigns: "Convert to Guest" should Retain Contact Information
We work very hard to get our ticket purchasers to complete their guest information. But when they do and we select "Convert to Guest", the contact information entered on the guest record is NOT copied into the new profile. This is requiring duplicate work. Can we please have CSuite save the contact information from the guest record into the new profile?
23 votes03-11-2024: Campaigns: Resolved an issue when converting Guests to Profiles leaves off contact information.
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Schedule a report with a sliding date
The ability to schedule custom reports with a sliding date filter. For example: a weekly report of all donations that were received in the past week sent to our development team every Monday. Currently we have select the entire year and sort it by date to pull most recent to the top and then they have to ignore or delete the older grants. While this is functional the sliding date feature would be a tremendous improvement.
1 voteThere is currently an option to do this. Use the relative date filter. So for your use case, selective Relative last week and schedule the report to be emailed each Monday.
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1099 report based on check date, not invoice date
Please correct the 1099 report to show totals based on payment date, not invoice date.
1 voteThe 1099 report is based on check date. If you see a different outcome than that, please contact support. I just tested this in my test site and it was populating the report correctly.
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Donation page enhancements
It would be great to have a streamlined donation page that has a customizable heading and intro text and also has a dropdown of funds rather than a long list of funds. It would also be nice to have the user be able to input their contact and billing information on a single page or at least fewer steps than it takes now to donate. The easier the donation experience for users, the more likely they'll donate and finish their transactions.
4 votes -
make donation date available to Donation_notify_email_body
It would be useful to have the donation date available to Donationnotifyemail_body for clarity.
2 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
Can your sort the name of the scholarships alphabetically? They are jumbled and out of order and hard to attach to a student profile.
Can you sort the names of the scholarships alphabetically? They are jumbled and out of order and hard to attach to a student adda scholarship recipient.
1 voteReleased 12/21/2023: Scholarships: Resolved an issue with Scholarships listing by Scholarship Id, instead of alphabetically. This has been reverted back to alphabetical.
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Ability to Save Dashboard Filter
Love the fact that we will be able to filter dashboards. We do need the ability to save filters so we can share that across users and retrieve it from session to session.
11 votesReleased on 2/23/2024:
Dashboards: Added the ability to apply Custom Reports filters to Dashboards. Users will also be able to save and load filters from the Dashboards. In addition, when using the print page with a Dashboard, the filters will remain.
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Identify user who made changes in logs
Would be helpful when we need to follow up to understand why a change was made - why a profile was assigned to new engagement strategy or why a profile was added/removed from a campaign, for example.
2 votesAll logs include the "who" in the last column. This is the User for that transaction, etc.
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Donation Page says "show all funds". It should say "show additional funds"
At the bottom of the donation page the link to show additional funds says "show all funds". We do not make all of our funds accessible for online donations. Please update this language to say "show additional funds".
5 votesThe label to show all funds has been changed to Show Additional Funds in the New Donation Portal. This must be enabled in Styles. Please refer to the help article titled Donation Portal for additional information.
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profile type
Is there a way we can select a Profile Type and add profiles to that type instead of having to go into each individual profile, edit and add the Profile type?
1 vote
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