103 results found
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it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.
If you are already logged into CS you should not have to log into Idea Lab...it should be accessible through CS
133 votesIdea Lab is a third party product that Foundant uses for feedback. There is currently not an SSO option with that product. If that changes, we will certainly bring this idea back to proposed.
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File Organization in Donor Portal
It would be nice to have the option to transfer/share the File Categories to the Fund/Donor Portal and be able to sort them as needed. ie. We share Thank you letters with some Advisors, by uploading and selecting the proper category in CSuite, it could sync over the Category and file to the files tab in the portal. This option would also make it easier to view for Fund Advisors.
101 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Fund Advisor Portal: Visibility for grant checks cleared
As local Community Foundations continue to compete with national DAF providers, we are continually asked to bring technology improvements that our donors are seeing elsewhere. One frequent request from our donor advisors is the ability to see when grant checks have been cashed by the grantee organizations they have supported through their DAFs.
This request asks that you consider what might be involved in bringing this improvement, even incrementally. Included is a screen snip of the information currently available through a Fidelity DAF. The donor advisor can clearly see when the check was cleared, in addition to the internal processing…
48 votesIn the new Portal, the check status of reconciled is viewable when an individual grant is viewed.
Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Financials Column Options - put the dropdown back on the financial statement screen
I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.
46 votes -
fund count
Would love to have a "one click" spot to find the total count of active funds in CSuite (even better - have a count on total funds AND the count of types of funds, etc.). Right now, I have to run a custom report. The number of funds is a basic data point that we use and are asked about and I'm sure other Foundations need on a regular basis.
40 votesThe fund count was removed from the Fund Summary because it was confusing. It only included open funds on the date the report was run yet the other data was based on a range. It also included system funds and sub-funds. The best was to accomplish this is a custom report. Attached is a screenshot of an example.
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Check numbers on voucher statements
We would like to see the corresponding check number be added on to the voucher statements as our auditors are now requesting we save them.
39 votes -
Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates
Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.
35 votesIf a donation advisor is added to the donation record prior to creating the tax receipt, the receipt will be addressed to the donation advisor. There are two additional idea lab requests to print the envelope for the donation advisor (currently uses donor info) and updating the salutation to the donation advisor salutation.
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Moving Sandbox campaign to live CSuite
Would like to be able to move a campaign that you set up in Sandbox to live CSuite at once. It is nice to be able to create and edit a campaign in Sandbox, but once you perfect it in Sandbox, it is a pain to recreate the whole thing in the live site. Would love a "move this entire campaign to CSuite live" option (could come with a potential warning when you click "move to live".
32 votes -
Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal
It would be helpful if a donor would get an email notification, or be able to see a notification pop up on their portal homepage when we have uploaded a document into the portal portal, or shared a file. Basically any updates since they last logged in.
31 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Advisor Portal - Option to view activity by year
It would be great if there was a way for fund advisors to see their fund activity broken down by year in the portal. For example, they could click on "2023" and see all the donations, grants, etc. for that specific year in one place.
30 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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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 .
23 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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1099 code needs to be on voucher line level not only broadly on vendor or GL
My question is related to some activity being paid is subject to 1099 and some activity is not. Same vendor but maybe a combination on invoice payment.
FIMS would give us the option to assign at voucher level. Is there any way to do this in CSuite? Or can I only do a broad G/L account or broad profile option? This makes preparing 1099’s a bit cumbersome.
23 votesIn order to create an accurate 1099 report in CSuite, you will need to create an account that is subject to 1099 report and one that is not. This is different from FIMS, 1099 is set at the account level, not the detail voucher line. For example, create an account for Professional Fees (subject to 1099 reporting) and another Professional Fees (no subject to 1099 reporting). You could use sub accounts in this example as well.
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Fund advisor profile merge requires new donor portal access
When merging duplicate Fund Advisor profiles, the existing fund advisor URL is disabled and a new login is required to be sent.
Can this be reviewed so that FA's do not lose their access to their portal login when a profile merge is actioned.
22 votesWhen merging profiles, you must maintain the profile that has the Advisor designation so that the login remains.
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tax receipts downloaded in word
There are times when a tax recpt/ty template used for a donation may need a tweak or personalization for various reasons. However, if we do that, we then don't have what we actually sent the donor on the particular donation record bc we downloaded the letter at made the edits in word. Unless we then save and upload to have the proof. PITA. Please please put an editor/template creator in the software so we can have everything we do in one place!
21 votes -
Donor/FA Portal: Add sticky note/flag to view upon login
How cool would it be if you could add a sticky note/flag to a portal log in (kind of like you can do with sticky notes in CSuite). I don't mean an attached file. I mean more like a flag that appears only for selected portal logins that tells that specific portal user something special.
21 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Show Tribute Information on Fund Portal Without Having to Export
Add tribute detail to contributions on the fund portal without having to export it to an excel spreadsheet.
20 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Portal Login System Email Address
We just sent login information for the Fund Advisor Portal and were surprised to see the system email (with the unique URL to create their password) was mailed to the primary profile email and NOT the email selected as the login. It would be nice if it went to the email we selected as login.
19 votesThere is not an option to set a separate email for a fund advisor. The confusion could be when the login name is set as the email. This field does not have to be an email, therefore the email goes to the primary email from the Fund Advisor profile.
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Allow Donors to Add Grant Contact/Address in Portal
I have had Fund Advisors using the portal request the ability to see an existing grantees address when requesting a new grant to know if they need to update the mailing address. They also would like to add a "Contact Name".
Could you add a drop down allowing them to select the grantees address (from existing profile addresses) once you select the organization and/or add a new one if applicable?
19 votesAt this time, we have decided that we are not going to allow Fund Advisors to update the address for a Grantee. This would impact internal controls as payments to Grantee's could be impacted. Thank you.
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Pronoun Field
It would be nice to have a place on the individual profiles for pronouns. Would help with individual correspondence to the person and to record pronouns that you've been given for a person.
It would be best if this field were separate from the gender field. Someone's gender does not necessarily inform what their pronouns are.
If this is added, please ensure that the pronouns can be mixed (example: she/they)
18 votes -
(Temporarily) Shut Down Fund Advisor Portal
It would be great to have the ability to temporarily shut down the donation portal.
We recently had an issue (our error--and of course Foundant helped us fix it!!) that caused fund balances to show incorrectly. We were worried, of course, about donors seeing bad information in the donor portal. While we could have taken the log in page off of our website, a fair amount of our donors have the site bookmarked, so still could have gotten in. We also thought about unlinking Fund Advisors on the affected funds, but we have over 800 funds, so that would have…
18 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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