892 results found
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Editing the Tab Headers
I am working on our Fund Advisor page in the new portal. We renamed our "Grants" tab to "Grant History" Under that option there are three tabs "Grant Summary, Grant History, and Recurring Grants". Under the Grant Summary tab we can add a description however under the other 2 tabs we cannot. It would be helpful to be able to add a description or instructions under the other 2 tabs.
2 votes -
Add Fund field for templates should allow for shortname also
The Add Fund field for templates currently does not recognize shortnames. It should look up funds by shortnames like most all other fields in the system.
2 votes -
Make Designations and Unmake
We can easily designation someone using the [MAKE] selection under Designations in fcsuite. I can [MAKE] them as Fund Advisor, Grantee, etc.
(1) Once they are in a category, there should be an 'unmake' button so I can easily change it back. Instead, I need to click on their role as a Grantee, and hunt out the 'delete' button way over on the left menu. It's confusing the way it is, but at least it work. When I click on Delete, it usually brings me back to the user profile. Yay.(2) Unless it's a nonprofit. When I click Delete…
2 votes -
nonprofits upload their own image
Our nonprofits need the ability to upload their own images in the EDIT INFORMATION portal screen. Right now they can edit/upload their Description, but not an image.
2 votes -
Donation Comment in export
Fund Advisors are requesting that the Donation Comment section for online donations be included on the Export spreadsheet.
2 votes -
Ability to customize posted voucher screen to include custom fields
When viewing the voucher screen, it would be nice to be able to customize it to your own viewing needs. As a person who is paying the vouchers, perhaps I would like to see what type of payment we are issuing. We have set up the custom field to include various payment types including ACH, direct pay, autopay, check, etc. but have not way to see this information other than filtering the screen to see just one at a time. A customized screen would alleviate those additional steps.
2 votes -
media file library
There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud
2 votes -
Allow option to update/not update synced profile fields between GLM and CSuite
Currently, when a profile is linked from GLM to CSuite, existing CSuite data is overwritten with GLM data if it differs. Since CSuite is our database of record, and since applicants often misspell, type all caps, put their home addresses instead of org address, use abbreviations, etc., we often find that bad data has replaced the good in CSuite. It would be nice to have either: 1. a checkbox option that offers a choice to update a profile at the time the GLM and Csuite profiles are linked; 2. a global setting to allow or not allow updates to flow…
2 votes -
Check Detail Attachment
We use the "Detail Attachment" to send to grantees with checks that have 5 or more grants, but it could be even easier! Please add the following 2 things:
Our name! Our foundation's name isn't anywhere on this attachment, so I have to add it manually to the pdf.
The check number
If this attachment gets separated from the check - and let's be honest, that can easily happen - the grantee needs to know who this is coming from and the check number for accounting purposes.
2 votes -
Fund Module - sort relationships by Fund Profile Category
Sort relationships to fund by Fund Profile Category
2 votes -
Pledges with non-charitable portion
Hello, we receive pledges for sponsorships, of which, the bulk is charitable. No problem linking the pledge tot he charitable portion. However, we cannot seem to find an easy way to link a non-charitable portion of the pledge (for instance if tickets come with a sponsorship). Is there any way to do this? If not, can you consider it for the future?
2 votesThere is an option to create a ticket for a campaign that has a charitable/non-charitable split. This can be created as a receivable. Here is a link to the support hub article for more information: https://support.foundant.com/hc/en-us/articles/4404630141847-Event-Campaigns
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Auto-Populate a Student's SSN from a follow-up form to their User Profile
Since we need to collect all student's personal information to report to the Canada Revenue Agency every year, currently, we must manually enter each student's SSN to their CSuite profile. In our process, we ask for a student's SSN and direct-deposit information on a follow-up form that must be completed after they have been selected to receive funding. It would be great to have a function that can import this information from the SLM follow-up form to their CSuite profile.
2 votes -
Make a Custom Report shareable as the default
Make a Custom Report shareable as the default
2 votes -
Vouchers and Prepaids
Is there a way to enter a voucher for an annual subscription where it automatically records the prepaid and corresponding monthly subscription expense in each following month? Or can the prepaid only be spent down through journal entries? I think it would be very helpful to have the option to enter the prepaid voucher with corresponding monthly spend down at the initial input.
2 votesOnce the voucher is posted, you could create a recurring journal entry with an end date. Not a perfect solution, but you would not need to remember to create a new journal entry each month.
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Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)
The bulk create yearly tax receipts is a great function - and I would love it if we could leverage the way we do statements. Currently, the option is to mail or email the yearly receipt on an individual level. If we could have a way to bulk create them for donors and publish to the fund advisor portal, not the donor portal, so that fund advisors can see the tax receipts this would get around the issue of individuals having to change the profile to the household to see household donations. This way they could see their yearly receipts…
2 votes -
add photos
We now allow users to edit their own information. Our records allow photos to be included for each user. So when the user clicks on "Personal Information" -> "Edit Information", can we allow them to add (or change) a photo?
- It's unclear to me how the photos in the profiles are used. I don't see where they show up.
- They should show up at least when you are viewing the profile. But other photo uses are possible including when you are listing the advisors/managers of funds, photos are worth a thousand words.2 votes -
Archive or 'Inactive' Tax Receipt Templates
Currently, if we create 'one-off' tax receipt templates for donor acknowledgements, we have removed the template and saved off site to keep our templates from becoming cluttered. It would be helpful if we could instead 'Archive' or make certain tax receipt templates 'Inactive' so they don't populate when entering donations to allow for a more clean and efficient entry process.
2 votes -
Bulk delete grants...please!
We see that this request has been archived in the past. Please reconsider it. If we import a large batch of grants or use the "Create Spendable Grants" to create hundreds of grants at one time, there is no way to bulk delete those grants once created if we find there is either an error or something that needs to be run differently. Individually opening and deleting each grant is extremely time consuming. Bulk actions can be found in other areas throughout the site. Can bulk delete of grants be implemented?
2 votes -
Campaign Main Page
Currently when you are on the Campaigns main page, you have to either search for the campaign or click on "list" on the left hand side to select the campaign you want to look at. I wish this page had the campaigns already listed so you could select right there and not have to go to another page. It would be a lot easier and a lot less clicks to get to where you want to go.
2 votes -
Fund Advisors Field for Grants
When you set up fund advisors for the portal, they are usually linked to the individual advisor's profile, not the household. This makes setting the household as the advisor when entering grants difficult because it populates the profiles with portal access. We then have to manually update this on the next page to the household profile, and this sometimes causes confusion if the individual profile is selected.
It would be nice to set up a profile as a fund advisor without having it linked to portal access. Often, households want separate portal access but make their grants together and want…
2 votesThere is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:
- Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
- This does not need to be selected to have more than one fund advisor setup on a fund.
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