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  1. 1 vote

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  2. Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  3. Please can we have the donor/recipient email field added to the templates field list for tax receipts.

    1 vote

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  4. We have a Campaign - Race (5k Run/Walk).

    Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.

    • Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
    • Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.

    IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.

    I apologize if this isn't clear. I have to figure out the best way to solve this problem.

    1 vote

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  5. We have a custom report entitled 1303 Daily Tribute Card Recipient Report. We would like to be able to include the template used to create the tribute as a cross-check in the report. While template is a field in Tributes, we cannot pull it in to any reports.

    We have various templates of different orientation(s) i.e., vertical, horizontal, mother's day No basket (horizontal) and mother's day With basket (horizontal). We would like to be able to check that the correct template was pulled in.

    1 vote

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  6. We would like to add a note to RSVP's. For example, we currently have an event where people are RSVP-ing "No", but would like to talk to staff at a separate time. This would be a great way to keep track of these people/organizations.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  7. Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!

    1 vote

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  8. The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.

    For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found…

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.

    Smart tips would be helpful in creating a new term investment for distribution fields.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  11. It's great that pledge balance is available in list view, but I would love to either be able to export that table to excel and/or be able to pull that same information into a pledge report.

    0 votes

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  12. We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these numbers and now that the field has been removed from tax receipts, we have to input this amount manually, which increases our margin for error. Please bring back this option for tax receipts.

    0 votes

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