1465 results found
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Support requests
When you submit a support request ticket, you receive an email reply with the ticket number, but it would be very helpful if a copy of the request or a brief description of the request was included in this email. If you have submitted more than one support ticket, it is hard to tell what number goes to what request.
4 votesI just spoke with the Support team and they are going look into adding instructions to login and checking tickets. This is our support article until the update is complete https://support.foundant.com/hc/en-us/articles/4408551324567-Foundant-Support-Hub-Navigation. It is towards the bottom of the article
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scholarship header
Add Scholarships as an option on the header that has home/grants/funds/tasks etc. Thank you
5 votesThose top quick menus can be any of the objects listed on the home page. Reach out to support and they can add scholarship to the top for you. It will be for the entire foundation, not a per user setting.
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Profile Notification - on edit of profile information
Notification for any updates to the profile area of the Portal. This would send an email to the logged in profile notifying them of a change of password, address, banking information, etc.
5 votes7/15/2025: Portal - Profile: Updated the system to send a confirmation email to the profile's primary email on file with what profile fields are updated. The email includes details of the specific fields that were changed. This is a new email for the person logging into the portal, not the notification email that sends to the user.
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Add option to toggle off recurring grant in "grant request" form on the fund advisor Portal.
Please give us the option to toggle off the option for a fund advisor to request a recurring grant through the Portal.
1 voteYou can enable and disable the grant request button per fund advisor. Fund Advisor<Grant Request.
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Grantee / Student Designation not Searchable in Portal - update to remove Orgs from this.
Right now, in the portal, any profile that has the student designation, is not searchable as a grantee. We have orgs in our system that receive scholarship funds for summer camps, so they are a student, but also receive grants from our fund advisors. Please change this limitation to only apply to individual/household profiles and NOT organization profiles. We now have to create duplicate profiles for MANY of our profiles so that our fund advisors can submit grants through the portal. Thank you!
4 votes5/29/2025:Portal: Resolved an issue with grantees that are also student designations would not appear when searching on the portal.
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Student / Grantee Designation - Remove Limitation for Orgs
Right now, in the portal, any profile that has the student designation, is not searchable as a grantee. We have orgs in our system that receive scholarship funds for summer camps, so they are a student, but also receive grants from our fund advisors. Please change this limitation to only apply to individual/household profiles and NOT organization profiles. We now have to create duplicate profiles for MANY of our profiles so that our fund advisors can submit grants through the portal. Thank you!
3 votesPortal: Resolved an issue with grantees that are also student designations would not appear when searching on the portal.
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Show the donation advisor name
Add the option to show the donation advisor name on donation records appearing on the Advisor Portal.
9 votes7/15/2025:Portal: Updated the left hand navigation to highlight the page that is displaying.
Portal-Grantee: Updated Grantees to only display scholarships or grants, if they have received that type of payment. Added Export to the Grantee and Scholarship tabs. Updated the Grant Record to allow export of donor information. This will allow grantees the ability to create thank you notes from the grants they have received.
Portal-Fund Advisors: Updated the Contribution tab to display the Donor Advisor.
Portal-Profile: Updated the system to send a confirmation email to the user's email on file whenever profile fields are updated. The email includes details of the specific fields that were changed.
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address validation
I would like to propose a change of the drop-down "ACTION" choices. Instead of the current default "replace with validated address" have the "Do nothing" as the default. This is helpful and will save time because profiles may have old addresses that we dont need to touch. Choosing the "do nothing" as the default will allow us to only click what is needed. Also, change the caps to lower, as someone else suggested, please. Thank you
1 vote -
Layout/Necessary Fields for Additional Donation Campaigns
When building a Campaign, when you choose to have an additional donations as an option, it changes the checkout process and requires the registrant's address even if they do not choose to to donate. This has caused confusion for some registrants with the extra steps as many of our events are free but have additional donation as an option.
It would be much more ideal for the additional donation and the registrant info field to be on the same page, then have them enter more complete info if they need to enter payment info.7 votes- Unified Ticket Workflow:
- Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.
- New Ticket Fields on the Details Tab:
- Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
- Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
- Ticket Notes: The…
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campaign font
I’d like to customize my campaign event information and increase the font size of the date/time/location. The default text size is unreadable for older folks, I've been told. However, when you do this using html, the coding shows up on the ticket receipt. This looks very silly to have donor-facing. Also, there is no way to increase the size of text in the date field, as this is a numbers only field.
14 votesThis can be done through styles using the head section and inputting CSS on your event page.
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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 votesIf you enable the Customer Tab on the portal, invoices can be paid online through the portal.
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Portal Affiliate users unable to search when recommending grants
Affiliate portal users, who can recommend a grant from one of multiple funds under the Affiliate, are unable to search for grantees in the new portal like they could in the legacy portal. They can manually enter a grantee or select from a previous grantee and then select the funding source.
If the user has the grant request permission on behalf of the affiliate, they should be able to search for a grantee and then select the funding source. Searching now generates an error to contact Foundant support (we'd also prefer users aren't directed to contact support).
8 votes- 4/10/2025:Portal - Fund Advisor: Resolved an issue when logged in as a Supporting Org/Affiliate, the fund advisor could not search Foundation Grants from Create Grant Request.
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Portal Field Customization
Currently we are unable to customize fields at the top of the portal (fund balance, spendable balance, cash available, etc). It would be nice to be able to customize these fields to reflect language that our donors are acquainted with. Please allow for the customization of these fields in the portal.
4 votes -
Option for Admins to approve portal logins with emails
Rather than just letting anyone with a primary email in the system be able to log in to the portal, it would be nice if that was more of a request to login. The user could enter their email to login, but then the system sends an email to an admin at our organization to approve the login and grant access. This would allow us to confirm the profile associated with that email will provide them (and their household/individual/org profiles) the appropriate access.
5 votes -
Donor
Reviewing the portal updates. I had noticed on the left hand side the 5 options, Fund Summary, Gifts etc. Is it possible the visibility of the options could be improved? Making the colour darker or more prominent? To ensure everyone can easily see them. Thank you.
6 votesUsers can use customized HTML in the style object or update the colors and then apply to the style.
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Dollar Signs next to Ticket Prices
Currently, ticket prices do not show dollar signs next to them when viewing a campaign in the Giving Hub. Please include dollar signs next to the prices.
3 votes- Unified Ticket Workflow:
- Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.
- New Ticket Fields on the Details Tab:
- Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
- Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
- Ticket Notes: The…
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Enable Address Validation- Remove All CAPS on addresses when using this new feature
When using the new Enable Address Validation feature, the recommended address should not appear in all CAPS. Request this be revised to standard upper and lower case.
25 votes- 5/12/2025:Profiles: Updated the USPS validation to preserve original address casing instead of forcing all-uppercase formatting. This will validate casing and formatting, but it will not correct a wrong address.
- -Things to Note: If a suggested address field matches the original, the original casing will be retained, assuming the user provided it intentionally. If the suggested value differs, the field will be capitalized appropriately to standardize formatting.
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split stock gift
Donors give stock just like they give cash, check, and by card. It’s nice that we can split their gift --cash, check, or card-- between funds, but we need to be able to split gifts of stock in the same manner. Currently, a profile payment can separate out the gift when it is acquired but when you go to sell the stock, the gains/losses, fees, and the sold amount go only to the original fund used to set up the profile payment. We need to see the stock gift reflected to each fund the donor designates when the stock is…
4 votes- (09-04-2024) Added Public Securities as a payment method in Payments. This will allow users to add multi-fund donations. From Payments, users will enter date, fund, and public security. Users will be prompted to the Add Securities table, import is available from left-side menu. After Securities are added, the users can then apply amounts through donation, invoice, or tickets.
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FEATURE REMOVED IN NEW PORTAL - Export Vouchers
Fund Advisors should be able to export (or at LEAST sort) voucher payments in the new portal. this was a feature in the old portal. why was it removed? thanks!
3 votes -
Make the Campaign Ticket Header field HTML code friendly
We need a text box on the campaign page that's HTML friendly so we can better customize these campaign landing pages!
10 votesCampaigns: Updated Campaigns Ticket Header on the Detail Tab with rich text editor. This will allow for easier content creation. Unified ticket must be enabled in Campaign settings.
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