1126 results found
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functional expense report financial view
It would be much better if a functional expense report could be based on an income statement view. For example, for our audited statement of functional expenses, we condense the rows to approximately 12-14 categories. Currently we can't use the financial view to also get a functional expense report that breaks out the expense sub-accounts, by financial view account, into the different functions. Instead, we have to manually group the accounts into the proper categories. This manual process is very tedious and time consuming. Using the pivot table as suggested does not accomplish this either.
45 votes -
Options when running batch fund statements
Right now if you want to run more than one fund statement at a time, you have to a run a batch for all of them. If you don't want to run all of them, you have to do a manual fund statement one by one and attach it as a file to each fund, then share it so it is uploaded to MyFund. This is very tedious. Is there a way we could be given options when running batch fund statements? Such as type of fund, established date, or Short Name?
45 votes -
email separate statements to fund advisors of multiple funds
Instead of one long PDF with multiple fund statements, each fund statement should be emailed separately. That way fund advisors with multiple funds can forward and share, as necessary, with the corresponding boards/accountants/family/etc.
44 votes -
Fund Advisor Grant Notifications when a grant request is submitted
I see that it appears fund advisors used to received notification once they had submitted a grant request, and that, after user feedback, it was changed to send the notification after the grant was approved and paid. However, I would love to see both options available. We do have some fund advisors who want a confirmation email of their submitted request in real time, as immediate back up. While I recognize that they could print the home page showing the submitted request, for some of our "older school" advisors, this is still not satisfactory.
43 votes6/7/2023: Fund Advisor: In order to allow additional customization, new content blocks have are available to create content headers for each of the tabs on the Fund Advisor Portal. The new content blocks can be found in the Fund Advisor Content menu. The new content blocks are HTML compatible.
Permissions: No permission updates with this release.
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Customize user experience for Campaigns
Please add the ability to customize user experience for Campaigns. Adding the ability to customize the body of the email constituents receive when registering online. Current emails do not have any event details or contact information for constituent to feel confident/safe enough to download the attached Campaign receipt template or click on the link to submit missing guest names. Additionally we are unable to print the campaign receipt template to fulfill constituents request for a printed copy being mailed to them.
43 votes4/5/2023: Campaigns: Enhanced the campaign workflow to help with the tracking of events and mailings. Each campaign will now be associated by type. Campaign types are event, marketing or historical. The assigned type will drive different campaign functionality. A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign. Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents. Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation. Campaigns will still be managed by user defined categories and can be archived within the category list. The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand…
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campaign mailing labels
Pleeeeease either have the campaign mailing labels in Word doc format, alphabetical by last name or make a better export. The PDF labels are NOT in alphabetical order...no idea what order is used. AND there are so many doubles because it prints the persons home AND work addresses. Printing from guest list doesn't include the person's work. Exporting the list produces a list that is alphabetical by PREFIX, then FIRST name...who does that? So it lists all the Dr. then Mr. and Mrs. then Mr. then Ms.
So frustrating that soooo much time has to be used to manipulate the…43 votesThis was completed with the campaign rollout.
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Add image to Fund
Add image to fund for viewing on fund donation page
So often, a photo tells the story. Most online giving sites have space for an image to accompany a story.
As a Community Foundation, we often receive gifts given to uphold the legacy of a loved one. We would like the ability to upload an image for each fund.
43 votes -
duplicate and recurring donations
Would be great if we could duplicate donations the way you can duplicate/copy vouchers.
We have some donors that give the same amount every time (but not recurring).
It would also be good to have the ability to choose the payment method for regular recurring donations that aren't paid by credit card (e.g. through direct deposit or Canada Helps, for instance). We have several monthly donors who don't pay by credit card and we currently have to enter the same information each month.
43 votesDonations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied, instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
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Bulk add service area to profiles
There is the option to bulk add zip codes to a service area but it would be even more helpful if after you list profiles in a service area, you could bulk add those profiles to that service area. This way you don't have to manually go in and change all those service areas one at a time.
42 votesThis was released on 9/25/23:
Service Areas: Added the ability to Bulk Edit Service Areas for Profiles using from Custom Reports.
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general ledger - show all lines as entered
Currently, general ledger entries that are made to the same account are "lumped" together after the transaction is posted. I think it is important to show the line item detail as entered for audit purposes. Generally these entries tie to another supporting document.
42 votesThis issue seems to be resolved.
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Put History Back on the Main Page of a Fund
The history of grants from and gifts to a fund is important information to have at our fingertips! Please put the History button back on the main page of the Fund Module (it was removed in the recent update). We shouldn't have to go through multiple clicks to get to it!
41 votes9/20/2023: Funds: Added the History back to the Details tab, no longer have to go to the Reports menu.
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Flag profile to have portal access ONLY
It would be nice to be able to flag a profile to have access to the online portal, but not be labeled a fund adviser. For example, many of our clients want their quarterlies to me mailed to their accounting firm, etc - however, having their name show as a fund adviser is misleading!
41 votes -
Inactive addresses should not populate as option for print envelope feature
When utilizing the "print envelope" feature within a person or organization's profile, all of the listed addresses populate to select from...even the inactive ones. To be sure, one must use the back button to confirm the primary. Please list the primary address as the top option and PLEASE do not list inactive addresses. This could save time and avoid many slip ups when mailing via USPS (sharing for a friend...) Thanks :)
40 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
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Portal Password
Our Donors/Advisors are constantly forgetting their passwords to access the portal. It would be FANTASTIC if they could reset their passwords using a function similar to that available on the GLM/SLM side. Thanks for considering.
40 votes -
Grant: Allow files to stay attached with recurring grants
Recurring Grants
We have the option to save a file attachment to a recurring grant that is created. However, the attachment does not merge/carry over once the grant is created. It only remains on the recurrent grant, which is not helpful when the documentation is needed on the individual grant level as well. Please consider allowing important documents to be attached with grants that are created from the recurring grant list.
39 votes2/14/2024: Grants: Added new functionality to Recurring Grants that will copy attachments from the Recurring Grant to the new grant that is created.
No Permission Changes.
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Permissions Audit Capability or Report? Permissions definitions?
We have just gone into our second year using CSuite and are ready to take a hard look at Permissions. We are finding we would rather have 'departmental' user groups than just the default distinction between Accounting and Staff that was set up at implementation. We have just been granting specific permissions on the fly, as staff run into tasks they are unable to complete, and would like to re-establish a controlled structure.
We are running into a few hurdles as we try to approach this project, specifically:
1: there aren't any good definitions on WHAT each permission actually does…
39 votesHere is a link to a help article which lists the description of each permission:
https://support.foundant.com/hc/en-us/articles/4447782019351-Detailed-Permissions
There are several custom reports that should help you review the permission settings in your site.
- Group - will give you a list of groups
- Group Action - will give you a list groups along with the advanced action for each group. The report can be grouped by the object, then sorted by the group name to review a site's permissions
- User Action - will give you a list of Users and the permissions that they have access to. The report can be grouped by employee then sorted by object.
- User Group - will give you a list of employees and the group they have been assigned to. The report can be grouped by group name to easily review the users assigned to each group.
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Do Not Solicit checkbox for profiles
For solicitations specific to the community foundation, we need to be able to filter out folks who want to hear from us generally but don't want to be asked for donations. A solicitation-specific option akin to the Do Not Call/Do Not Mail/Do Not Email would be perfect.
39 votes -
Option to print Grant letters from Grant Record rather than Check record
Please consider allowing users to print the Grant letters from the Grant Record rather than the Check Record. In Permissions, anyone who can see grant checks can see all checks, including payroll checks.
Perhaps you could add an option from the grant payment schedule line to reprint the grant letter. It could be placed between checkid and checkdate.
39 votesTemplates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
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Email Notification to Fund Advisors
Currently, when a donation is entered and saved, an email is sent out to any Fund Advisor receiving donation notifications. I think it would be better if this notification was sent out when the donation was Posted. This way, someone has had a chance to look over the donation and verify everything before the Fund Advisor receives an email.
39 votes -
Profile Filter List should be alphabetical
When adding a filter for profiles, the very long list is not alphabetical. Thus it is hard to search. It would be a lot easier if the list was alphabetical. It is below:
Deceased
Deceased Date
Sex
Type
Profile Type
Profile Fund Category
Profile Is
In Household
Grant Type Interest
Service Area
Donated to Fund
Donated to Fund Group
Donation Amount
Donation Date
Donor Amount
Granted from Fund
Granted from Group
Grant Amount
Grant Date
Grantee Amount
Grant Cycle Donation
Grant Cycle Grant
Grant Cycle Request
Scholarship from Fund
Scholarship from Group
Scholarship Amount
Scholarship Date
Student Amount
Invited to…39 votes
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