1397 results found
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Approval Function for Grant Requests in Portal
Please implement an approval function for grant requests in the portal.
It would be great if there were an approval function for grant requests, similar to the Grant Approver function on the internal admin side, that required a percentage of fund advisors to approve the request before the grant request was submitted for processing.
This is particularly useful for funds that require multiple "signers" to approve the request before a distribution is made. This is also a common need for religious foundations/organizations
4 votes -
LYBUNT
We need a way to run LYBUNTS for specific funds that doesn't take other fund donations into account. We have different fundraising goals and outreach for specific funds. There is not a way for us to pull a list of people who donated to 'Annual Fund' last year but not this year because when you run a LYBUNT and filter by Fund, IF the donor had made any other gift in the timeframe they do not show up. We had donors who made pledge payments to a special project but had not made their annual fund gift yet, get left…
4 votes -
Copy Grants
When I copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates as well as the advisor, the expense account, custom fields, etc. Basically, if I am copying a grant, my goal is to not have to do much editing, if any at all.
4 votes -
Is there a way to put giving levels on our grant catalog? I have them set up for the Giving Portal but they don't show up here.
There should be a way to put giving levels on our grant catalog. I have them set up for the Giving Portal but they don't show up here.
4 votes -
Option for online donation processing fee to be mandatory
We would like an option to require a donor to cover the processing fees for online gifts. This would help eliminate the cost to the foundation during a Give Day campaign.
4 votes -
Show Additional Funds - Sort Order and Groupings
Please implement additional sorting options for funds that are not promoted, but show up on the "Show Additional Funds" page. Currently, this page sorts alphabetically.
It would be great if those funds could be sorted in different ways, including but not limited to fixed numerical ordering, like you can with promoted funds.
Also, it would be helpful if the funds could be grouped based on fund group, sub-group, division, or segment. Then, sorting within each of those groupings as well.
4 votes -
More Relative Date options: Yesterday and Today
Please add yesterday and today for relative date filtering. We have a lot of scheduled reports we have set to this week, when we really need to check yesterday's or today's information. There is also not a great way to see only today's date unless you put the date in the range which is not intuitive and would take more work than just having a relative date option.
4 votes -
bulk manage note and task types
This is reopening and combining a few previous ideas. We have tons of note and task types, please give us the ability for separate types. It would be so helpful if we could streamline them by changing them from one type to another as can currently be done with profile types. Thank you for reconsidering this option.
4 votes -
Campaign Profile Note
It would be great to have a note that lives specifically on individual campaign profiles. We track unsubscribes from our e-newsletters, and instead of bogging down the individual's main profile page with notes, it would be great to have one tying back to the specific campaign they unsubscribed from.
4 votes -
Positive Pay Export - Add Option to Include ACH and Electronic Checks
It would be helpful to have the option to include ACH and Electronic Checks in the Positive Pay Export. ACH and Electronic Checks that are presented at our bank create exceptions and we manually approve them for payment on our banking website. If we could include these in our Positive Pay Export uploads, these payments would clear without causing exceptions. Thank you for your consideration.
4 votes -
kbusser@cfrichmond.org
National Change of Address. Database from the US Postal Service that contains all of the address changes that have been submitted. An automated link to this would enable the updating of addresses on profiles.
4 votes -
Allow Profile Type screen to be accessible to staff but not editable
The Profile Types screen at the link below is a great place to reference coding in the system and to be able to quickly see what profiles are assigned those codes. Having access to this area also gives the ability to make changes. Can it be set so certain staff can view but not edit?
fcsuite.com/erp/profile/profiletype
4 votes -
Set email for login and send email for password
Can you make the function that exists for Fund Advisor (legacy) available to all user logins? In this function, you can set the primary email as the login username in bulk and send an email for the user to set a password.
4 votes -
Print Fund Statements ONLY for Primary Fund Advisors
It would be helpful to bulk print fund statements ONLY for primary fund advisors that we could use for an annual mailing.
4 votes -
Add File Upload to ACH/Bank Info Section in Portal
We would like to request that a file upload option is added to the ACH/Banking information section of the portal. In addition to the button, a field is needed so that we can display what kind of information we are asking them to upload. Typically we require additional documentation for banking info and this would help to improve our process. The files that are uploaded here can go to the files on the profile. This would be amazing!
4 votes -
AP historical aging
This has been requested before and marked as implemented, but not actually. Every auditor requests an A/P aging as of 12/31/24. Currently, if you select A/P aging, the report looks great and is exactly what you would want/expect. But if you select historical aging, instead, you get a list by fund, no aging aspect, and it's not anything like the current A/P Aging. Please create a report, as this is standard in most accounting systems, that will satisfy the auditors, without us having to export to excel, sort by invoice number, total by invoice number, and then manually age. Even…
4 votes -
Add primary label to email and phone number on profile area of portal
"Primary Address" is labeled in the profile area of the Portal but Phone/Email are not. Suggest adding Primary to Phone and Email labels to reinforce the user may have additional contact information on file.
4 votes -
fund portal
Our foundation has an Endowment Program that is offered to our Member Congregations and Schools and we invest funds on their behalf and use the portal for them to request disbursements. I can change Tab names, however, it would be helpful if we could also customize the header on the page so it matches. For instance, we use Deposits instead of Donations and it can be confusing to them. We also don't use Grants but use Disbursements since it is their money and we are just investing it for them.
We also do not allow for Recurring Grants so I…
4 votes -
Stewards and Opportunities
Is there a way that the Stewards and Opportunities – Staff Assigned can somehow be linked? If one is updated, it automatically updates the other?
4 votes -
Custom Grant Fields available in portal
We have a custom field for grants that would be very helpful if it was available in the grant requests on the portal. We are implementing a work around with using the summary and a bulk action in reports but the availability of the custom field in the portal would be much easier.
4 votes
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