86 results found
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Fund Advisor Portal: Ability to Sort the Fund Statements by Column Headings
The ability to sort fund statements on the portal was just implemented. It's better, but the static sort appears to be by the Publish Date. We sometimes publish an older statement after newer ones, so they still get out of sequence. Ideally we'd like the ability to sort statements by the displayed column headings. That would be much better.
6 votes -
Fund Advisor Portal distribution history should indicate whether the grant was anonymous or not
Include whether the grant was made anonymously or not in the distribution history that is seen by the fund advisor on the fund advisor portal. thanks!
5 votes -
ability to make a grant from the fund advisor portal grant history page
When a Fund Advisory clicks on an organization in their grant history with the intention of making another grant please add a link/option directly on this screen so that they have the ability to make the grant request. Currently there is no streamlined process for this - they have to leave this screen and go to the Make A Grant Recommendation tab.
4 votes -
Highlight Create Request on portal when fund advisor does a grantee search
Feedback from donor, the Create Request link when searching for a Grantee doesn't look like a link. Highlight or different colored text to draw attention to the Create Request so fund advisors know it's a link! Thank you.
4 votes -
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
4 votes -
Add Fund Advisor Grant Request Tab Header Across ALL Grant Request Pages
We are grateful to have more content areas where we can help our fund advisors navigate the portal. We noticed that the Fundadvisorgrantrequesttabheader only displays on the initial grant request page (...fcsuite.com/erp/fundmanager/list/grantrequest). It does not show again on the next page where the grant request details are entered (...fcsuite.com/erp/fundmanager/list/grantrequest_enter). Can that header be enabled on on that page as well?
4 votes -
When spendable on fund advisor portal is "0" should show as "0"
Hi there - right now when there is a "0" spendable the "0" does not appear, only the fund balance. Please edit so the "0" is visible.
4 votes -
"Invoice" descriptions in Donor Portal
Campaigns with multiple ticket types/amounts are causing confusion to donors who cannot tie tickets to individuals. They can see a description if there is a charitable component (in the donation tab), but if it is a straight invoice (no charitable component), they are clueless on the ticket type. Our donors (for a golf tournament) would like to have immediate access through the portal instead of having to wait on ticket reports from staff. It would be helpful if the ticket type/name could be added to the description column in the invoice tab in the donor portal!
4 votes -
mobile adaptive online portals
The current layout/style does not adapt well to different screen sizes.
4 votes -
import voucher - add check memo field
Since the check memo field is now entered at the voucher creation stage, it would be great if the import voucher CSV template could be updated to include a check memo field.
4 votes -
Nonprofit Directory: Keyword search for donors + more elegant appearance
We want the Nonprofit Directory to be an engaging tool to educate donors on our nonprofit partners and quickly connect them with an easy way to donate to them.
DONOR EXPERIENCE
* Allow donors to search by keyword to find non-profitsMore elegant look/feel than the simple link. An idea would be an experience more like the Grant catalog with ability to have a picture, overview of the non-profit, contact details including phone & email address.
Donate button that takes them right to that NP's grant catalog page.
ADMIN EXPERIENCE
* Ease of updating the page, perhaps even ability for…4 votes -
grant catalog card view
Love the new card view for the Grant Catalog. Would love to have this same view for the Fund Manager portal as well so when a fund advisor logs into their fund portal and clicks the Grant Catalog link, the catalog would be in card style like the donation portal of Fund Listing, Grant Catalog, Events, and Nonprofits since we don't use Stripe.
3 votes -
New User records should default to "Individual" profile types rather than "Organization" profile types
New "User" records should create an associated "Individual" profile type rather than an "Organization" profile type.
Why does adding a new "User" to CSuite create an "Organization" profile type? Our users are people (individuals). Every time we hire new staff we have to manually convert the profile record to an individual type, and then change the profile's "org" name from "John Smith" to "Community Foundation for...". The default should be an individual record type.
3 votes -
FA Portal - ability to see voucher description
Fund advisors, especiallly for fiscal sponsorships that have a lot of activity, would like to see the description of voucher expenses on the portal.
3 votes -
Fix donation page view on mobile phone
When viewing a fund on the donor portal on a mobile phone, the text is posted to the far right of the image, making the page look clunky and creating a large space between funds. Instead of paying an outside web designer to fix this, this should be fixed internally at Foundant.
3 votes -
Remove Profile button from donor portal login page
The button for advisors to view their profile info is visible on the login page of the donor portal, which is confusing.
3 votes -
Fund Advisor Portal: Profile Information Location Flexibility
The profile information link in the fund advisor portal is now located in the top left of the screen. We'd like to make it a tab, like the other sections, or have it on the top right of the screen. Location at the top right seems to align better with here people look for "My Account" or other similar profile information on other websites.
3 votes -
3 votes
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Update the Submit button on the Grant Request manual entry
When Fund Advisors are entering in a grantee manually rather than utilizing the search, "Submit" can be confusing. I have had multiple FA's reach out concerned that they weren't going to be able to input the Amount or Description before hitting Submit. Please use a different word here that lets Fund Advisors know there is more to be done.
3 votes -
Journal Entry Import
Journal Entry imports, which allow for a main description and other ones, is only accepting the main description and populating that on each entry in the import. Would be preferred to have a unique description on each entry.
2 votes
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