1023 results found
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Fund Balance Check on Grant Posting
When posting a grant, the system should check the balance of the fund no matter what the grant date or posting date is. Currently the system only checks the fund balance and gives a warning message if the grant date and date it's being posted are the same. If the grant date is in the future (as all of ours are), the system will allow you to post grants over the balance in the fund. As we are not posting grants on the same day as the grant date, it would be ideal if the system would give a warning…
14 votes -
Add conditional logic to custom fields
It would be great if we had the ability to enable conditional logic to custom fields.
14 votes -
Deceased profiles linked to opportunities
Sounds like you often recommend that Opportunities be used to track bequest status however, the system does not allow you to link a deceased profile to an opportunity. Can you change this so that deceased profiles can indeed be linked to an opportunity?
14 votes -
Create Custom report option for Loyal Donors
I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.
14 votes -
Bring back counts in Fund Statement generation
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation…
14 votes -
Credit card fees and tax recpts
Can we please have one donation listed for credit card gifts that cover the fee? I know that both get covered in the template amount, but it's weird to have them listed as separate gifts that we then have to click the red sent button for...
14 votes -
990 Report - Option to filter to DAF
We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.
14 votes -
Ability to Increase Scholarship Award Amount after partial payment
The ability to increase the scholarship award amount after part of the award has been paid would be useful for our organization. Instead of creating a new scholarship for the same student, adding a payment, grant, or award line would tie the awards for the student together in one area. Propose the function to 'Open' the Scholarship to add spendable and create additional grants under the scholarship award and ability to modify remaining scholarship dollar amounts.
14 votes -
Distribution Audit Details - Make available prior to posting
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality…
14 votes -
export task notes
We have a custom Task report we use for activity around Opportunities. It works well EXCEPT there is no field for task notes. (If you are in the process of adding one - and I hope you are - the following idea is moot).
It would be helpful to be able to export from the Tasks field. Specifically, completed tasks, in order to get the notes in a spreadsheet that we can merge with our activity reports.
I'm not sure if there is a notes field in All My Tasks, but it would be helpful to have one and also…14 votes -
Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.
Allow for a staff person to indicate a different staff person in a 'Who' field when entering a note instead of auto populating this field with the person who is logged in.
13 votes -
Add a label field for the Fund Steward section for each fund in the Giving Hub
In the Giving Hub on the individual fund's donation page, we'd like to add a label that allows us to specify that the person whose contact information and picture showing is the fund's main contact (or as we call it, "Fund Liaison". That way someone from the public can know why the person's contact information and picture is showing.
13 votes -
Print column headings on multiple pages of pdf reports from "print page"
When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.
For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.
13 votes -
Ability to Add Custom Fields to the Edit Menu for Designations
Please add the option to add particular custom fields to the edit menu of specific designations. For instance, it would be amazing if we could add a custom field to the Grantee designation's Edit menu.
This would allow me to choose particular custom fields that would show on the edit menu of one or all of the specific profile designations. When I go to that Designation and click Edit, I will see the custom field I added and the ability to input/select a response for the custom field.
13 votes -
New Portal tutorial for outside users
Please create a Portal tutorial for outside users similar to the GLM tutorial for outside users here https://support.foundant.com/hc/en-us/articles/4479853059991-GLM-Applicant-Tutorial . This would help alleviate a lot of phone calls and emails so that we can do our jobs more efficiently. Thank you.
13 votes -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
13 votes -
Allow Grant Catalog content to be customized
If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.
13 votes -
Reports: Add ability to filter on multiple primary cities
In report filters, provide the option for the primary city to filter on multiple values.
13 votes -
Portal: update breadcrumbs when tab names are changed
When a tab name is revised in Portal Setting, have the 'breadcrumbs' on the portal reflect the new name and not the original hardcoded tab name. Example: if revise Nonprofit Directory tab name from 'Directory' to 'Index', would be great if breadcrumbs back to previous pages reflect 'Index'.
13 votes -
Automatically Populate Grantee Contact on Internal Grants
Automatically Populate Grantee Contact on Internal Grants:
It would be great if the grantee contact field would automatically populate with the primary fund advisor on the recipient fund for internal grants and/or we could have a drop down menu with fund advisors to pick from, as opposed to having to manually enter the grantee contact via profile ID each time.
This already happens for external grants-- so it would great to have the same functionality for internal grants.
Thanks! -TCF
13 votes
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