46 results found
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board portal
Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.
160 votes -
File Organization in Donor Portal
It would be nice to have the option to transfer/share the File Categories to the Fund/Donor Portal and be able to sort them as needed. ie. We share Thank you letters with some Advisors, by uploading and selecting the proper category in CSuite, it could sync over the Category and file to the files tab in the portal. This option would also make it easier to view for Fund Advisors.
99 votes -
Fund Advisor: Make Password visible
When fund advisors reset their portal password, please add the option for them to make the passwords visible. Requested directly from donors.
46 votes -
History of Fund Advisors for a Fund
I would like to be able to see who has been a Fund Advisor for a specific fund over the course of time.
39 votes -
FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
38 votes -
Add Details under Recurring Grants on Donor Portal
On the Donor Portal (Fund Advisor Portal), we like the recent enhancement that allows a Donor to click on an individual Grant Number to see the payment detail. What we really need is the same feature for Recurring Grants, so that when the Donor clicks on the Recurring Grant ID, they see the grants that have been paid thus far as part of the recurring grant. It should also include the next date.
36 votes -
Don't notify advisor any grant adjustments
The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?
34 votes -
fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
32 votes -
Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal
It would be helpful if a donor would get an email notification, or be able to see a notification pop up on their portal homepage when we have uploaded a document into the portal portal, or shared a file. Basically any updates since they last logged in.
31 votes -
Fund Advisor Bulk Edits
Although the bulk edits are handy, it would be better if we could do the edits by fund group or some other filter. The "Set Tab Permissions" button has this functionality, but the "Set notify" and "Set Statement Type" do not - it is all or nothing. All the bulk edits should have the same functionality.
29 votes -
Advisor Portal - Option to view activity by year
It would be great if there was a way for fund advisors to see their fund activity broken down by year in the portal. For example, they could click on "2023" and see all the donations, grants, etc. for that specific year in one place.
28 votes -
Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
26 votes -
Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.
I am in agreement that they s/b able to correct their contact information but I think it would be better at the profile level to then be toggled "inactive" instead of disappearing altogether "deleted". Instance that just happened they removed their work email and replaced with a personal email, which is fine but now the work email is no longer on their profile at all. Please change to inactivated vs deleted when changes are done on the portal.
20 votes -
Show Tribute Information on Fund Portal Without Having to Export
Add tribute detail to contributions on the fund portal without having to export it to an excel spreadsheet.
20 votes -
Donor/FA Portal: Add sticky note/flag to view upon login
How cool would it be if you could add a sticky note/flag to a portal log in (kind of like you can do with sticky notes in CSuite). I don't mean an attached file. I mean more like a flag that appears only for selected portal logins that tells that specific portal user something special.
20 votes -
(Temporarily) Shut Down Fund Advisor Portal
It would be great to have the ability to temporarily shut down the donation portal.
We recently had an issue (our error--and of course Foundant helped us fix it!!) that caused fund balances to show incorrectly. We were worried, of course, about donors seeing bad information in the donor portal. While we could have taken the log in page off of our website, a fair amount of our donors have the site bookmarked, so still could have gotten in. We also thought about unlinking Fund Advisors on the affected funds, but we have over 800 funds, so that would have…
17 votes -
Statement Type Option for No Statements
Some of our funds have several fund advisors. Some of these fund advisors do not want and/or need statements. It would be helpful to have a statement option at the fund advisor level to suppress statements or indicate "No Statements". Currently, the checkbox for statements is at the fund level. At the fund advisor level, the only selections available for statement type is paper, online, or email. Can we get an option to suppress statements at the fund advisor level or a statement type that states "no statements"?
16 votes -
Listing of Funds on the portal - use public name field
The fund listing on the fund portal should show the fund's "public name" field from CSuite rather than the "fund name" field, which typically includes more internal language in it. If there is no public name populated then the fund name field could be used.
It's counterintuitive not to have the "public name" field populate the fund portal fund listing--a public-facing resource.
Thanks!16 votesPublic Name is used in the Fund Listing for the Donation Portal. Fund Name is used for the Fund Advisor Portal because it is the legal name of the fund. Are you asking for the Fund Public name to be used in the Fund Advisor Portal?
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Batch Donation Notify and Grant Notify Emails
Send one Donation Notify and Grant Notify email per day summarizing gift activity or grant activity for that fund that day rather than, in some cases, dozens of transactional emails.
15 votes -
Donor to choose Grant Type on Fund Advisor Portal
Allow/Require Donor to choose Grant Type on Fund Advisor Portal in every grant they make.
Many donors give to orgs that have multiple aspects to their mission. Example - the YMCA provides youth development, housing, food access, climate etc. Currently, C Suite allows for only a default Grant Type (on Grantee record) to be applied to each Grant to that org - which doesn't drill down to the real purpose of the grant.
While a donor can write in a Description, having a drop down box for the donor to choose their intent that matches the Grant Type in our…
14 votes
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