892 results found
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Candid Search in Portal
We are thrilled to have the ability for our fund advisors to search Candid. However, there are still too many clicks in the process and it is buried. Our donors don't want to think about whether a grantee is already in the One Valley database or not. Please make Candid the default search for "search for a new grantee". Or let us choose that as a setting. If the fund advisors add an org that is already in our database, it is easy to manage through the CSuite grant request bucket. This would simplify things for our advisors.
4 votes -
Hide Contact Information for Show Student Data on Portal
When "Show Student Data" selected in the Donor Advisor Portal Setting have it only show student's name and school they're attending, but no personal information.
4 votes -
Budget % Over year automation
When putting in a budget for a fund, is there a way to have it not spread evenly out over the 12 month period? For example, can you allocate different % to different quarters? Like 20% Q1, 25% Q2, 35% Q3 etc. I know there is a manual way where you can put in a specific number for each month, but automating this with % amounts per quarter/month would be great.
4 votes -
Grant Letter: Grantee Contact
(boosting an archived request) Can we please add the Salutation for the Grantee Contact as an available merge field for Grant Letter templates?
4 votes -
Search results by profile # and name
When you search for a profile by profile number rather than name, the status of the profile (deceased, closed, inactive) is not displayed in the search results. When you search by last name, the profile status is parenthetically displayed in search results. It would be very helpful if the search returned the same information no matter what is used to search.
4 votes -
Option to delete more than one report at a time
Please add an option to be able to delete more than one report at a time. I'm searching for reports I've created by date last run (in this case 2022) and after I search, select a report to delete, then confirm delete, the screen goes back to all custom reports and I have to research and do the whole process again to delete another report. Add an option in the Bulk to also be able to delete reports.
4 votes -
Clear Tribute Verbiage
When selecting [clear] next to a tribute on a donation, you are brought to a confirmation page which says "Confirm Donation Delete" yes or no -> the wording on this page is confusing as it seems you may actually be deleting the donation, not the tribute.
Would be nice to update the verbiage to something more clear like "Confirm clear tribute" to avoid confusion4 votes -
Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
4 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
giving hub
It would be great if a fundholder could make a credit card donation to their fund through the Fund Advisor Portal, rather than through the public webpage of the giving hub. We would prefer if not all our funds were listed on the giving hub, since most of our funds are not trying to publicly fundraise and some of the funds would like to be anonymous. However, if we make a fund "private" a fundholder can no longer contribute money to their fund via a credit card donation on the giving hub. Thank you for your consideration!
4 votesA fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.
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Add Household Steward as a field in custom reports
I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.
4 votes -
Personalization of "Make A Donation" button - to display FA's fund only
When a Fund Advisor is on the (new) Donor Portal page, a button shows up that says "Make a donation". This takes them to a donations page with all of the promoted Funds along with the user's DAF. This is a bit confusing for our user base, and we would like the option for that button to instead direct them to a page that only shows their own Fund(s). To be clear, it directs them here: https://topjfoundation.fcsuite.com/erp/donate We would prefer that it directs them to their own fund (fund id 1111 in this example) https://topjfoundation.fcsuite.com/erp/donate/create/fund?funit_id=1111
4 votes -
Fund Sort Key searchable
Some of our funds have fund names that do not indicate the donor name. In the sort key we reference the donor name. However, the sort key is not a searchable reference. We can't leverage the short name because we use our legacy fund ids there and want to continue that system. We would like the sort key to be a searchable term so if we were searching it pulls up the fund wherever we would put a fund name/id.
4 votes -
4 votes
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Notes on Group records
Add ability to add a note to a Group record under System Configuration. As a system admin, I am currently keeping a separate record of notes for each of the user groups I create. Different teams, and members on those teams, have different access requirements so I am documenting the purpose of each targeted Group. It would be more convenient to have these notes included on the Group record but there is currently not a button to add a note to that type of record.
4 votes -
Giving Hub Customization - Radio Buttons
It would be great to have Giving Hub customizations (radio buttons for instance), which can be linked to parts of the donation approval/recording process on the Finance side of the transaction.
For instance, a radio button for Endowed/Spendable that allows donors desiring for a donation to be flowed through to their Spendable balance, which is linked to the Spendable checkbox in the transaction record.
An option to split the donation between Endowed and Spendable would be great too.
4 votes -
CommunitySuite Upcoming Releases Page should have a link to the product roadmap
I like to check the Community Suite release notes and frequently visit the upcoming releases page (https://support.foundant.com/hc/en-us/articles/8239927327127-CommunitySuite-Upcoming-Releases). Right now there there isn't anything upcoming and has this message:
We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
Coming SoonCheck back later for more upcoming releases.
What would be helpful is if it also linked to the product roadmap on this page so we can see the ideas that may become an upcoming release: https://idealab.foundant.com/discovery/roadmap/16777
4 votesThe link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
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Apply to Spendable for Scholarship Refunds, particularly Post by Payment
From recent experience, if you receive a refund for a scholarship endowment that was marked post by payment, there is not a way to Apply it to Spendable when entering the refund on the scholarship record (which is where knowledgebase recommends you enter it). You have to either do a manual distribution or a journal entry to have the amounts go back towards the spendable balance.
Having a checkbox like you do for grant refunds to "apply to spendable" when entering the refund would be MUCH easier than having to take these additional steps to correct the spendable balance.
4 votes -
Recurring Donations & Tributes
It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.
4 votes -
Customize Fund Advisor portal
I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request…4 votesNote: Files can be uploaded and submitted with a grant request through the portal.
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