1365 results found
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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 -
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 -
maria casey
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
7 votes -
Expand Reports for Opportunities
With thanks to @Jessika Ellis: We really need this
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp…
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 -
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 -
Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
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 -
Bank Reconcile - Reconcile List button within the reconciliation
Would love to have the "Reconcile List" button that takes you back to the list of reconciling accounts within the completed bank reconciliation page. As I'm now approving bank recs within CSuite, I currently have to press "Back" and then "Reconcile List" once I've approved a bank rec and I'm ready to go to another one.
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 -
vendor custom field
Please add the ability to have custom fields on vendors. I'd like to be able to flag those who are corporations, or otherwise meet a 1099 exception so never need a 1099.
7 votes -
View Only permission option for Log In As in New Portal
We would like a 'View Only' permission option for the 'Log In As' function in the new portal. For audit purposes, we can't have multiple people use this feature as it stands. However, it is crucial for our donor/partner engagement teams to be able to support our fund holders and grantees using this feature.
7 votes -
Add "Do Not Enforce Spendable" as a Field/Filter in Custom Reporting
Please add the "Do Not Enforce Spendable" field from the fund restrictions settings as a field and filter to the fund custom report.
Currently, it is not possible to report or filter on this field whatsoever.
7 votes -
Add Portal Content Areas for Grant History and Recurring Grants
Please add content areas in the Portal for the Grant History and Recurring Grants Secondary Navigation areas. All other secondary navigation areas appear to have this option. Thank you.
7 votes -
engagement
Allow past engagement list on profiles to be sorted by date
7 votes -
Alert report
Alert report - I would like to be able to run a report with all alert notes.
7 votes -
Grantee Report by year
Want to be able to pull up a fund or multiple funds grantee history, and have it show the years along the top, with grantees along the side and each grant made to that grantee under its year made without doing a pivot table from the data. See attached example.
7 votes -
custom report check date field
Please create a type of custom report that can include these two fields: check date and voucher description. Currently, check date is only available on a check voucher report and voucher description field is only available on a voucher item report. To have both of these fields in one report we need to manually export and combine these reports in excel. A custom report that allows both of these fields would be super helpful for 1099 reporting.
7 votes
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