1458 results found
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Selected left navigation tab to stay a different color
Can we get the left navigation tab that we've selected to stay a different color to indicate your current place? The top sub-navigation tabs highlight but the left ones do not.
66 votes7/15/2025:Portal: Updated the left hand navigation to highlight the page that is displaying.
Portal-Grantee: Updated Grantees to only display scholarships or grants, if they have received that type of payment. Added Export to the Grantee and Scholarship tabs. Updated the Grant Record to allow export of donor information. This will allow grantees the ability to create thank you notes from the grants they have received.
Portal-Fund Advisors: Updated the Contribution tab to display the Donor Advisor.
Portal-Profile: Updated the system to send a confirmation email to the user's email on file whenever profile fields are updated. The email includes details of the specific fields that were changed.
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Enable Address Validation- Remove All CAPS on addresses when using this new feature
When using the new Enable Address Validation feature, the recommended address should not appear in all CAPS. Request this be revised to standard upper and lower case.
25 votes- 5/12/2025:Profiles: Updated the USPS validation to preserve original address casing instead of forcing all-uppercase formatting. This will validate casing and formatting, but it will not correct a wrong address.
- -Things to Note: If a suggested address field matches the original, the original casing will be retained, assuming the user provided it intentionally. If the suggested value differs, the field will be capitalized appropriately to standardize formatting.
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Limit Profiles that can Login to the New Portal
We are enabling the new portal for Fund Advisor only for now. However, the portal does not LIMIT access to the portal to just Fund Advisor.
The portal currently allows anyone with an email address associated with a profile in our system to use the primary email and a pin to get into the portal and manage their contact information.
Is there a way to detect if the email entered is in our system and does NOT have a designation associated with an area we have enabled on the portal and then display a message that can be customized by…
29 votes3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that "If…
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Fix Mobile View for Portal
I just logged into my personal Donation/Fund Portal using my Google Pixel 8 and it does not look good. Many of the fields are overlapping and cannot be read properly. Please update/modify for responsive use, it's not built taking this into consideration.
39 votes3/7/2025:Portal: Updated the default Portal template by adding mobile responsiveness through CSS. This update ensures a better and more optimized viewing experience for users accessing the Portal on mobile devices, improving the overall online presentation and usability.
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Grant Catalog in Left Menu of new Portal
In the new portal, the Grant Catalog feature is "hidden" behind multiple clicks. Previously, when there was an active Grant Catalog the tab showed at the top alongside all other tabs. Those tabs are now on the left menu in the new portal, but the Grant Catalog information can only be found after you click Grants - adding in an additional click. Our donors have found this to be confusing and hard to find. Could the Grant Catalog be pulled to the left menu?
45 votes8/5/2025:Portal- Fund Advisor: Updated the Grant Catalog menu item to now appears beneath Grants in the left-hand navigation panel, enhancing visibility and accessibility for fund advisors. The grant creation process from the Grant Catalog has been optimized, reducing the number of clicks required for fund advisors to initiate a grant. Resolved an issue where the search bar within the fund advisor Grant Catalog was not returning results as expected.
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Household Donations on Donor Portal
Is it possible to show the donations of linked households on the donor portal? Our Foundation processes donations from the household, however users login under their individual profile. It would be great if donors could see donations from their household as well as their individual profile.
58 votes2/815/2025: Portal - Portal Options - Portal Settings - Donor: Added new settings for the Donor page in the portal to display household and/or advised donations. With the Show Household Donations, a donor can view their individual donations and the household's donations. They will not be able to see any other household member's individual's donations. With the Show Show Advised Donations, a donor can view their individual advised donations.
Portal-Donors: Added Household and Advised columns to the donation listing. This will allow donors to see if a donation is an advised donation or a household donation, if the setting is enabled in Portal Settings-Donor: Show Household and Show Advised Donations. These columns were also added to the export.
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Show the donation advisor name
Add the option to show the donation advisor name on donation records appearing on the Advisor Portal.
9 votes7/15/2025:Portal: Updated the left hand navigation to highlight the page that is displaying.
Portal-Grantee: Updated Grantees to only display scholarships or grants, if they have received that type of payment. Added Export to the Grantee and Scholarship tabs. Updated the Grant Record to allow export of donor information. This will allow grantees the ability to create thank you notes from the grants they have received.
Portal-Fund Advisors: Updated the Contribution tab to display the Donor Advisor.
Portal-Profile: Updated the system to send a confirmation email to the user's email on file whenever profile fields are updated. The email includes details of the specific fields that were changed.
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Ticket Purchasing: Multiple Ticket Types option on one screen
I would like to see the option to purchase multiple types of tickets on one screen. Currently, users must add one type to cart and then have to go "back" two screens (or more) to add a different ticket type. It would be better to have a drop down option or the ability to add multiple types of tickets on one screen. This is inconvenient for both desktop users and mobile device users.
62 votes- 6/4/2025: Unified Ticket Workflow:
- Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.
- New Ticket Fields on the Details Tab:
- Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
- Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
- Ticket Notes:…
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Enable new donor portal = disable legacy portal
We would love to have the option to disable the legacy portal when we enable the New Donor Portal. There are many issues with both of them being live at the same time, including how the content for the Portal maps to both portals. We put detailed instructions for fundholders in the content area and now the Legacy portal is incredibly unprofessional because the instructions are wrong. While we hope none of our fundholders navigate to the Legacy portal, we suspect many of them have the URL bookmarked on their computer. It's not a good look for us and we…
33 votes- 10/25/2024: Portal Options-Portal Settings: Added a Redirect Legacy Fundadvisor Portal Login option on the Settings table. This will allow organizations the flexibility to work setup of the Portal and redirect the fund advisors to the new login when they are ready to start using the new Portal pages.
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scholarship header
Add Scholarships as an option on the header that has home/grants/funds/tasks etc. Thank you
5 votesThose top quick menus can be any of the objects listed on the home page. Reach out to support and they can add scholarship to the top for you. It will be for the entire foundation, not a per user setting.
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Ability to edit "donor information" label on checkout page
Allow the label 'Donor Information' to be customized dependent on the checkout page. It would be great to be able to revise to 'Registrant Information' on the event tickets checkout.
23 votes- 1/15/2025: Giving Hub: Updated the checkout workflow to replace Donor Information label with Your Information and removed the description label above the cart listed items. Added asterisks to required fields for donors in checkout workflow. Updated the telephone field with the ability to accept international phone numbers.
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Custom Field on Notes
It would be great to create custom fields on notes. This way we can add additional tracking and reporting to those notes rather than creating a long list of types or ensuring that people put specific words in their notes. For example, tracking if a specific meeting matched certain criteria that was tied to metrics.
41 votes📝 Notes Enhancement: Custom Fields on Note Records and Bulk Actions
Overview:
Users can now create custom fields on Note records, allowing for enhanced flexibility and more structured data capture within workflows.
We also added the ability to Set Note Type, Set Note Text, Set Note Fund, Edit Note Alerts in bulk. These new options are available in the left-hand menu within both Notes and Custom Reports bulk actions. Users can select individual notes or apply changes to all selected notes. A confirmation step has been added to ensure that bulk changes are intentional before they are applied.
🔧Custom Field Capabilities- Users can now define custom fields for the Notes object.
- Supported field types include:
- Required fields
- Text fields
- Dropdowns (picklists)
- And more
This enhancement supports improved workflows by allowing users to tailor note-taking to their specific needs.
📍 How to Access- Navigate to Notes via the left-hand menu.
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Remove Portal access for all
EVERY profile with an email address in CSuite is able to access (via a PIN) or to be seen in the new Portal by someone else with the same email address, regardless of whether they have a Designation that you are allowing access. This is causing a variety of issues and we very strongly think the Portal needs to be re-programmed to remove this access for any email address.
Here are some specific examples of issues arising from this new design:
One of our users has a Household profile from a personal donation which uses her work email address. That…
10 votes3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that…
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Closed Funds - Displaying Activity on the Portal
We really would appreciate the ability to show closed fund activity on the portal. It’s often extremely important for our donors to see historical information, even when a fund is no longer being used. If closed funds can’t be shown there, could CSuite provide an ability to merge Funds, similar to the ability to merge Profiles?
Let me provide a little background: Our foundation’s process is to close a fund when the type of the fund changes (i.e. passthrough to endowed). Being able to show the history of the gifts/grants in the fund advisor portal would allow our fund holders…
30 votes2/6/2025:Portal - Fund Advisor: Added an new setting to display closed funds on the portal. This new setting can be enabled in Portal Options>Portal Settings>Fund Advisor>Edit Fund Advisor. When enabled, a logged in fund advisor will see funds that are closed. On the main fund page, closed funds will display with a "closed" label in red. When the closed fund is selected, there is a display at the top of the fund summary page "This fund is closed".
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Ability to move the search bar on the "Donate to a Fund" page in new Giving Hub
We'd love the ability to move the search for a fund bar to the bottom of the page. This isn't where we want donors to focus and having it at the top isn't ideal!
Thanks.9 votesThis can be done through css/html and using the head content.
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Make the Campaign Ticket Header field HTML code friendly
We need a text box on the campaign page that's HTML friendly so we can better customize these campaign landing pages!
10 votesCampaigns: Updated Campaigns Ticket Header on the Detail Tab with rich text editor. This will allow for easier content creation. Unified ticket must be enabled in Campaign settings.
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Show $0.00 Spendable Balance
Currently, when a Fund's spendable balance is $0.00 it does not show on the portal. It would be helpful for Fund Advisors to know their spendable balance has been exhausted.
28 votes2/6/2025:Portal Options - Portal Settings - Summary Options - Display Spendable balance (if Hide Spendable is not enabled) as 0.00 if spendable balance is null.
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Layout/Necessary Fields for Additional Donation Campaigns
When building a Campaign, when you choose to have an additional donations as an option, it changes the checkout process and requires the registrant's address even if they do not choose to to donate. This has caused confusion for some registrants with the extra steps as many of our events are free but have additional donation as an option.
It would be much more ideal for the additional donation and the registrant info field to be on the same page, then have them enter more complete info if they need to enter payment info.7 votes- Unified Ticket Workflow:
- Instead of individual ticket fields, everything is now located on one registration page. On the events tickets constituent will have the ability to select a quantity for each ticket type, and add an additional donation, if enabled. There will be a new order summary box on the right hand side, so that the registrant can easily track their purchases or cancel a line. The checkout workflow will remain the same. Individual tickets have been impacted with this change some of the individual ticket fields have been moved to the Campaign's Details Tab.
- New Ticket Fields on the Details Tab:
- Ticket Additional Donation: This field now applies to the overall campaign and is positioned below the list of tickets.
- Ticket Additional Donation Label: A customizable label that users can customize, if additional donations will be accepted for the campaign.
- Ticket Notes: The…
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Portal Affiliate users unable to search when recommending grants
Affiliate portal users, who can recommend a grant from one of multiple funds under the Affiliate, are unable to search for grantees in the new portal like they could in the legacy portal. They can manually enter a grantee or select from a previous grantee and then select the funding source.
If the user has the grant request permission on behalf of the affiliate, they should be able to search for a grantee and then select the funding source. Searching now generates an error to contact Foundant support (we'd also prefer users aren't directed to contact support).
8 votes- 4/10/2025:Portal - Fund Advisor: Resolved an issue when logged in as a Supporting Org/Affiliate, the fund advisor could not search Foundation Grants from Create Grant Request.
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Profile Notification - on edit of profile information
Notification for any updates to the profile area of the Portal. This would send an email to the logged in profile notifying them of a change of password, address, banking information, etc.
5 votes7/15/2025: Portal - Profile: Updated the system to send a confirmation email to the profile's primary email on file with what profile fields are updated. The email includes details of the specific fields that were changed. This is a new email for the person logging into the portal, not the notification email that sends to the user.
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