1093 results found
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Linking funds
The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.
7 votes -
Add dates to recorded webinars
The dates of recorded webinars/trainings are not shared. This is really confusing. I just watched one saying an update will be pushed out "next Wednesday" and I have no idea when that will be or was. Makes it hard to know when information is outdated - I don't want to waste my time watching a webinar that is no longer relevant.
7 votes -
Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
According to the idea I posted previously, this idea was implemented: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48126044-fix-must-be-a-decimal-number-error. However, the issue is still occurring and when I spoke with the customer service team, they said that the idea hadn't actually been…
7 votes -
Attach a file to fund statements
We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.
7 votes -
Two individuals from the household are listed together in a single row
Hi,
Preparing profiles for screening through iWave or WealthEngine (both platforms that provide donor intelligence solutions to help organizations identify potential donors and optimize their fundraising strategies) typically takes about a month.
Why does it take that long? The software requires detailed information for both individuals in a household to be listed in the same row. This includes:
-First name, middle name, last name, nickname, and prefix
-Business details
-Phone numbers (home, mobile, and business)
-Email addresses
In addition to that, they request giving history: total giving, years of giving, number of gifts, last gift amount and date, as well…
7 votes -
Tax Receipts: Separate fields for Donor profile and Donation Advisor
Please create separate tax receipt template fields for the Donation Advisor profile that mirror the currently available fields for the Donor profile (salutation, legal name, org contact label, work title, organization, recognition name, etc.). While it's helpful that the address fields beginning in "addr." will change depending on if there is a Donation Advisor applied to a particular donation, we still have to make manual updates on every tax receipt letter to correct salutations, etc. when we have a Donation Advisor applied to the donation. Creating two separate sets of fields would reduce both the staff time spent making these…
7 votes -
anonymous grant record details from portal
When a grant request is submitted through the portal and requested to be anonymous, the record that it was requested to be anonymous should carry through all stages of the grant. Currently, the grant requests in the portal tab show whether the grant is anonymous, but once the grant is created, the Online Grant Request details do not show whether or not the grant was anonymous. It would be helpful to have this here for easy reference, especially for funds that do not always send grants anonymously.
7 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…7 votes -
Sort Feature on Bank Reconciliation
Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.
7 votes -
filter selections showing "invalid" error when editing a report
Very frequently, when updating a report filter, this error comes up on a new page "Invalid reporting action ',editfilter'" - you have to go back to the report and select the filter again.
Please fix this issue and allow us to only select the field to update once when editing a report.7 votes -
Only open funds in FUNDS search bar
We used to use the Funds search bar to only search open funds. When we wanted to search all funds, including closed funds, we used the main search bar in the top left of the main screen.
Having open and closed funds in the main Funds search bar takes so much more time and is a hassle to have to sift through more similar fund names. We were required to set up test funds when we started with Foundant that we were not allowed to delete out. Now these test funds continue to show up on the Funds bar when…
7 votes -
"Inactive/active" donor data in portal
It looks like our fundholders don't have a way of seeing "inactive/active" data about donors in their portal, which can cause problems when they download the list to send cultivation and stewarding letters.
It would be great if this could be added as a column to the donor reports they can pull in the portal.
As a result of lacking features like this, many of our fundholders have to use a separate donor CRM to support their cultivation and stewardship efforts, which is silly!
7 votes -
Sort Voucher Items Columns
Similar to the grants bucket and other areas of the system with sorting capabilities, it would be great if the Items columns in individual Vouchers could be sorted - Expense Account, Description, Quantity, Unit Cost, Total, and Campaign. When entering a voucher with many items, the sort order changes once the voucher is saved, so it would be very helpful to be able to sort these columns on screen. Thanks for considering!
7 votes -
Profiles Marked as Deceased
I would like to suggest for Fund Advisors to be able to see (in the portal) whether a donor's profile is marked as deceased.
7 votes -
Ability to Modify Wording on Giving Hub
We have just started using the Grant Catalog to promote challenges for some of our funds. Could we have the ability to customize the "Requested" wording on the bottom of the square that is listed in the portal or on the giving hub to something we choose? We'd love to be able to rename it to "Goal" as that better suits what we use the Grant Catalog for.
7 votes -
Make "Choose an Account to View" the Portal Landing Page for Users with Multiple Accounts
When a user with multiple accounts--nonprofit and fund(s)--logs onto the new portal, please make the "Choose an Account to View" page with account "cards" the landing page. - TCF
7 votes -
Clear grant requests from fund advisor carts without proxying in as the advisor
We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
7 votes -
Fund Reminders
Can we create a reminder when a fund reaches a certain age or balance that is sent to our outlook?
7 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
7 votes -
Total Contributions and Total Grants
Total Contributions and Total Grants should be customizable. When using lookback dates this wording is misleading as the totals don't include data that precedes the lookback date.
7 votes
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