1118 results found
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Stripe duplicates
Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.
Please also:
- add 'date created', and the ability to sort by date created in the duplicates form
-devise a bulk de-deduping process187 votes -
Freeze Profile and/or Fund Name at the top of the page
when working in a fund or profile record it would be really helpful if the name was pinned at the top of the screen so that as you scroll down it is easy to see which record you are working in.
174 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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Making someone deceased should automatically mark them do not call, email, mail
When marking someone deceased - the system should automatically mark them and any linked household as do not call, email, or mail. We are spending alot of time updating this.
152 votesProfiles: Enhanced checking the deceased checkbox to have functionality. Now when marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. Clients will also be able to use bulk update for the deceased field. (Released May 2024)
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Inactive profile should not allow you to process any transaction against it. (Gift or Grant)
When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.
151 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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Split donation
A split donation with more than one donation destination is not the same thing as using a profile payment. Donors make gifts, not payments; that's a different process, which requires an invoice, and multiple transactions. We should be able to honor a donor's request to split their gift however they need and keep the records clean.
This idea is not "implemented."
Just today, I had the ability to get as far as a screen that showed the donation, how much of it I applied to one fund, and then I had the option of entering a second fund for the…
142 votesDonations: Added the ability to create a multifund donation when creating a donation from the donations menu. Clients can create a donation and select “make multifund” from the left hand menu. This will allow clients to enter more that one fund receiving a portion of this donation. Multifund donations can only be processed for checks, other payment, or stock payment types. Once the process button is selected, clients will see the profile payment had been created for them. They can then post the donation from payments or use the bulk posting process within donations. Also added a quick post option next to the individual donations within payments. With this enhancement, the fund has moved up in the donation creating screen just below amount.
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Organization of attached files
It would be great if we could have a way to organize the files attached to a fund or profile... some type of folder feature?
143 votes -
Duplicate Memorial/Honorarium Profiles Created
Please give us the option to choose an existing profile for a memorial/honor contact INSTEAD of creating a new profile every time. This wastes our time later because we have to merge profiles. Thanks!
111 votes -
Search by EIN
Please add the ability to search profiles by EIN it would make it much easier to find the correct organization as SO MANY use similar names or DBA other names
108 votes03-01-2023-
Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
Resources:Create a Profile Payment
Profiles Overview
Profile Types
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Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
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Income statement - YTD over YTD comparison
We appreciate being able to run YOY comparisons, but we would like the ability to do a little more fine-tuning of the dates for comparative purposes. Currently, we can only run a full year comparison (or a full year vs a partial year).
As an example, what if we wanted to run a YTD report for Q3... and compare that to the same YTD period for the prior year?
If we try and enter 1/1/2018 - 9/30/2019 and select YOY, we get a report comparing a full year to a partial year. It shows us figures for 1/1/2018 - 12/31/2018…
93 votes -
Enhancement to templates
Desired change: Enhance how organization contact name / address is processed in templates
Currently: there is not a field that will pull the contact name AND the organization name for our donation letters. Any field I use to include organization name creates a blank space when the donor does not have an organization listed.
For donation letters I would like to include at the top of each letter:
Donors Name (Mr. and Mrs. John Smith)
Organization Name IF APPLICABLE (Food Pantry)
Street Address (123 Main Street)
City State Zip (Toledo, OH 43604)A person's title would also be ideal but…
92 votes -
Assigning School and Student ID in Bulk for UA Scholarships
We process around 200 scholarships to around 100 students annually. We love the SLM to CSuite integration, but we feel there is a huge oversight regarding assigning the school and student ID. This all has to be captured individually and manually entered into the payment in CSuite. This was quite an arduous process this year. It was easier to upload it into CSuite as we used to be able to do before SLM.
There was a release on 4/6/22 to implement this for standalone processes ("The School (Payee in SLM) and Student ID will sync between the two systems.") But…
90 votesThe ability to integrate the school and student id for a scholarship award between SLM & CSuite is available. Here is a link to the article in help: https://support.foundant.com/hc/en-us/articles/9863827205911-Integrated-School-and-Student-ID-Fields
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duplicate merge
When merging a duplicate with two identical addresses, merged profile should only include one address, as it does with email or phone numbers.
89 votes -
Default Grant Fields
Service Area, Grant Type (for which we use NTEE codes), and Grant Advisor must be entered for every grant. It would be helpful if the Service Area and Grant Type were default based on the profile of the grantee, and the Grant Advisor were default based on the fund.
89 votes -
Internal portal access when fund advisor hasn't set password
Hi! It would be helpful to have an easy way to see what a Portal account will look like without having to have the donor set their password already. It is strange to me that as an Admin, I do not have a way to access a donor's portal to answer questions about how it will work for them if they have not set up their own access yet. Admins should be able to log in to any portal account at any time, in my opinion.
86 votes02/14/2024: Fund Advisors: Added the ability for users to Login As a Fund Advisor without the Fund Advisor setting a password. This will allow users to assist and review the view of a Fund Advisors prior to them logging into the Fund Advisor Portal.
No Permission Changes.
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Fund Statements
Please provide an option to create a WORD document instead of just a pdf of fund statements. All the other templates have the option of creating merged templates in WORD. Creating in WORD will allow us the ability to edit the Fund Statements.
86 votes -
Emailed Fund Statement Subject line
Ability to edit emailed fund statement subject line...
There needs to be a way to edit the subject line of the email when the system is sending the fund statements. Currently, it reads something to the effect of: RE: Fund Statements Reviewed 20200101:20200630 Fund Group: 10:Agency-Liabili...85 votes -
Fund Advisor Portal: Ability to sort the Fund Statements
Currently, we cannot sort the order in which the fund statements appear on the individual fund screen or on the Donor Portal. As a result, the fund statements often do not list in date order. This makes it hard to find the latest statement. It would be great if the Fund Statements could be sorted to show the newest fund statement at the top.
83 votesThis has been released with newest fund statements now appearing at the top of the list.
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Merging profiles with attached files
When merging profiles, attached files do not migrate to the merged profile. Instead, the attached files from the deleted profile are lost. Please allow attached files to carry over to the merged profile.
83 votes -
Test System Emails Before Sending
We need a way to test send emails from the system, particularly those that go with fund statements. Even though we can see the preview in Content, this doesn't simulate how different email providers will handle the email. Both times we've sent out our quarterly fund statements, despite our best efforts, we realize a mistake only after seeing it hit fund advisors' actual inboxes.
83 votes -
Campaigns - Remove "is donor" designation to profiles invited to a campaign
When profiles are added to campaigns, they are automatically assigned the "Profile is" designation of "donor." This is not true. Some invitees might be grantees or prospects. As a result the designation of donor becomes useless as a sorting field for segmenting profiles in reports. Please disconnect that default or allow for us to remove the "is donor" tag without having to also remove a profile from a campaign.
82 votes
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