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103 results found

  1. Giving Hub Existing Profile Matching

    Instead of only matching primary address when determining if a profile already exists, would be nice if it searched all addresses withing a profile

    2 votes

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    0 comments  ·  Giving Hub (formerly Donation Portal)  ·  Admin →

  2. Foundation admin tools for Idea Lab

    Add sort/filter options for administrators to view IdeaLab entries and monitor status (similar to ZenDesk options) by unique Foundation. This will reduce duplicate entries by staff and foster peer support when creating workarounds.
    Thanks--TCF!

    5 votes

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    0 comments  ·  Other  ·  Admin →

  3. New Portal - Login As

    New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself. This will be a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.

    9 votes

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    0 comments  ·  Portal  ·  Admin →

  4. Suggested edit to "Contributions" tab on Fund Advisor Portal

    In the Fund Advisor Portal, there should be a way to remove the column titled "Contributor" from the "Contributions" tab? We want to show our donors the dates and amounts of contributions to the fund, but we do not want to show donor names nor do we want the word "anonymous" to appear on each row. We would love to have the ability to hide or remove that column completely.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  5. Need to be able to link to specific sections of Fund Portal

    We are looking for a way to link Fund Advisors through to specific parts of the Fund Portal, e.g. Grant Request page, from different communications (website, emails, etc).

    If the Fund Advisor is not already logged in when they click on the link, they are taken to the login page and then directed to the portal homepage instead of the original URL / intended page.

    Can this please be fixed so that Fund Advisors are taken to the intended page after login prompt?

    10 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  6. Select which Information to Show for Steward on Fund Advisor Portal

    We would like to take advantage of the new User Designation and merge our User Profiles into our "Staff" Profiles but there is a catch in how the Fund Steward information shows on the Fund Advisor Portal.

    Currently, our User Profiles are set as Organizations with very little information (name and email address). When an Employee is assigned as a Fund Steward, the name and email address are the ONLY pieces of information that display on our Fund Advisor Portal.

    We want to convert the organization to an individual and merge those into existing "Staff" Profiles, but there is an…

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  7. Fund advisors/fund advisor portal

    In system settings, do not make "Hide Donor Address/Email/Phone" for ALL donors. Please make it so that we can hide the addresses of our fund advisors when they are making internal fund grants, but allow for showing the addresses of donors via Stripe, check, or stock gift to funds. We do not want our organization funds sending thank you notes to fund advisors at their homes or contacting them directly.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  8. Upload documents to Invoice and Voucher tabs on fund portal

    Can you please allow us the capability to upload scanned or saved documents to be viewed in the Invoice and Voucher tabs on the fund holder portal? Right now the only place we can upload documents for the fund advisor to view is in the Files tab.

    6 votes

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    1 comment  ·  Fund Advisors  ·  Admin →

  9. Ability to request a change to investment portfolio on Donor Portal

    Would really like the ability for a fund-holder to be able to submit a request to change their investment strategy/where their money is invested from within the donor portal.

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  10. Fund Advisor portal only shows city/state

    Currently the Fund Advisor portal only shows city/state when fund advisors search our database for a new grantee. It would be helpful to have the street address pull over from CSuite to help the fund advisor select the correct organization.

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  11. Spendable Optional by Fund for Fund Advisor Portal

    As the new Fund Advisor portal is built out, we need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)

    This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.

    5 votes

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    1 comment  ·  Portal  ·  Admin →

  12. Donor Portal Logout Page

    I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  13. FA Portal Main and Sub-fund options setting

    There should be a setting that makes the any sub-funds either appear with the main fund or without it. This could be an overall Fund Advisor Portal setting.
    Currently, the fund activity shows the main fund and sub-funds added together, and the investments tab shows just the main fund information. Also, the home screen shows just the main fund information. It would be helpful for the fund advisors if there was consistency between all the tabs.
    Since we run statements separately for main and sub-funds, I think it should just show the main fund info on the main fund, but…

    2 votes

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    0 comments  ·  Portal  ·  Admin →

  14. Distribute New IdeaLab Entries Once a Month

    Is there any way for you to email us new IdeaLab entries once a month? I was notified of several ideas that you just archived. If I had seen them before this, I would have voted for several.

    For me, as I'm sure for most of your clients, there is a lot to do and slogging through the IdeaLab rarely pops to the top of my priority list. If you send a list of new ideas in an email, I could more readily review them and determine which ones are worth a closer look.

    1 vote

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    0 comments  ·  Other  ·  Admin →

  15. Event ticket tabs on Donation Portal

    Please remove the internal page links that appear at the top of the screens when purchasing event tickets...
    Campaigns > Navigating the Middle - Becky David (this is the campaign description) > Workshop registration (ticket Name field)

    and also change the word "DONOR" on the event ticket summary page to match the next screen that says CONTACT. Not everyone on purchasing an event ticket is a Donor and it's confusing to them.

    thanks!

    2 votes

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    0 comments  ·  Giving Hub (formerly Donation Portal)  ·  Admin →
    Not Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    The navigation at the top of the donation pages were added for easier navigation for a donor/attendee.  This "breadcrumb" will remain on the page.  Because there is an option for tickets and donations in the cart, we kept the reference to donor.  We appreciate the feedback and will consider a more generic option.

  16. 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 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  17. View Account Numbers on Portal

    Fiscal projects would like the ability to see the account number vouchers or invoices are associated with on the portal to verify they were posted to the correct account in real time. This would save us a lot of work if we need to make corrections if it can be caught before the books are closed and statements are generated.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  18. Parent Fund Balance on Home Screen

    It would be nice for our parent funds to be able to see the total fund balance (total of all sub-funds) on the home screen of the fund advisor portal. Currently it is showing current balance and available balance as $ . on all our parent funds.

    5 votes

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    2 comments  ·  Fund Advisors  ·  Admin →

  19. Fix the merge fields advisor.address and advisor.address2 on grant letter template so these fields can appear on one line

    {{advisor.address}} and {{advisor.address2}} on grant template always shows as two lines on the merged letter. Fix this so that these merge fields can appear side by side on the grant letter.

    3 votes

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    0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
    Not Planned  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Thanks for your idea. Currently, we handle address formatting on the check, and making changes there could potentially disrupt a lot of existing templates. Our approach is designed to work with the assumption that Address Line 2, if present, will be displayed on a new line, as this setup accommodates most of our templates.

    Given that altering this could lead to issues with template functionality, I recommend using a custom field for any specific information you want to display on the same line in the grant letter, but not in other documents. This would allow you to customize the content without affecting the overall template structure.

  20. Advisor portal invoice notes

    It would be nice if our fund advisors could access the notes to their invoices rather than waiting for us to send a report. They need to match the invoice to their records and the profile paying doesn’t always agree and they need to see the information captured in the notes.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →
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