1300 results found
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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…
34 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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Enable Two-Factor Authentication via Text Message
Create text message two-factor authentication option for donors. (Many are not savvy enough to figure out Authenticator.)
84 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Delete Default Templates
I created a template I need to delete. I can't delete it because it is the default, and there is no other template in that category. We just don't need one in that category. But having one bad one isn't great either - I just want to delete it.
42 votes9/3/2024:Templates: Added the ability to delete templates. User will select the template id and delete from the left hand menu. Delete will not be allowed for fund statements.
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Complete Multiple Grants at One Time
I would like an option to complete multiple grants all at one time, but not ALL grants. Our organization utilizes this function to track when our organizations have submitted their completed grant reports on how funds were used. We process grants and two different types of scholarships. We don't need grant reports for scholarships so I want to mark them complete right after processing them. Right now though this is an all or nothing feature from what I can tell so I have to manually go into each grant and complete it because I don't want to bulk complete all…
71 votes6/5/2024: Summit Idea Lab-Enhanced the Paid bucket in Grants to a custom report to allow for filtering options. This will also allow for the ability to select grants in bulk or individual grants to move to Complete bucket.
No Permissions Changed.
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Make Grant Description optional in the Donor Portal
Recently the grant description field was marked as required for the Donor Portal via another IdeaLab. However this is a burden for us and our fundholders (and I imagine some of your other clients too).
I would love to this the grant description field be a Donor Portal Setting checkbox where the field could be optionally required. This would meet the needs of all of your clients, empowering them to set up the portal in the best way to support their operations.
We are worried that more of our fundholders will restrict their grants if this field is required and…
9 votes10/10/2024: Portal-Fund Manager: Updated the grant request to no longer require the grant request description. This will allow fund managers the option to complete a description on the grant request.
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File search, download and delete
We are uploading documents to CSUITE for ease of access but we need to follow our record retention policy and need an easy way to sort files, download multiple files, and delete in bulk. It would be great if we had the option to do all those functions based on file categories and dates.
13 votesThere is already an option built to bulk delete files. A user must have the Bulk Delete permission set in Files. In Files, filter by created Ts date and/or File Cat Name. There is then an option to bulk delete on the left side menu. Here is the link to the support hub article.
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New Portal: We should have the option not to show Interest Types on Portal
We use Interest Types internally and do not want them listed publicly on the new Portal when Fundholders or Donors login in. They are not currently listed in the old Fund Portal but are listed as soon as someone logs into the new Portal.
I reached out to support to figure out how to turn these off and they said "After connecting with my CSuite team, they have informed me that there isn't a way to hide the Interest Types at the moment. They recommended submitting this enhancement idea to Idea Lab."
We shouldn't be forced to show Interest Types…
13 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Maintain features exclusive to fund advisors in the donation portal
The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that…
17 votes9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.
Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.
Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.
Funds: Added the ability to Hide…
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Allow Donor Addresses on Donations to be pulled for reports
The donor addresses found on donation records are not available to include in custom reports. Since the address on a donation may differ from what's found on a donor's profile, it would help to be able to view donation addresses through custom reports and exports. Right now, it requires manually viewing individual donations in the system to see that information.
25 votes7/29/2024:Reports-Funds: Added Allow Additional Advisors field to the fund report. Nonprimary fund advisor address information will need to be populated on the Fund Advisor report. Added Parent Fund Name and Parent Funit ID. Added Need Primary Advisor Boolean Field to the Fund Reports.
Funds:
Reports-Profile Item Payment: Added invoice id and donation id fields.
Reports-Profile Org Role: Added org_prim field
Reports-Voucher & Voucher Item: Added reduce spendable boolean field, voucher id, Legacy code/ID and loan id fields.
Reports-Donation: Added Donation Address fields, receipt id, soft credit, and destination grant id.
Reports-Service Area: Added Assigned city & state (or null) fields
Reports-Campaign Profile Ticket: Added Number of seats "to assign", requests, and ticket note
Reports-Check Report: Added Vendor name and drillable check batch ID fields
Reports- Check Voucher: Added Vendor ID field.
Reports-Scholarship & Scholarship Payment: Added decision date to both reports.
Reports-Invoice: Added Loan ID field.
Reports-Recurring Donation: Added Fund…
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Full Fund Name Should Be Visible on Fund Portal
On the new Fund Portal the fund name is cut off after very few characters. (picture attached) Our Fund Advisors and others with fund access should be able to see the full name of their fund. Many of our fund names include both spouses' names and they should both be visible on the Fund Portal.
15 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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New Portal: Option not to show Available to Grant/Spendable on the Portal
We would really like to have the option not to show Available to Grant / Spendable on the Fund Portal. Sometimes this is a negative amount which is confusing to fundholders. There were two different Idea Lab posts about this for the current portal that are now marked as "Not Planned" because of the new portal. Please make showing Available to Grant/Spendable optional by fund in the new portal.
10 votes9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.
Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.
Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.
Funds: Added the ability to Hide…
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donation comment
Can we move the Donation Comment text to show on the Portal? These are comments that donors are putting in and they should show up for the fund advisors to see. In order for the fund advisors to see, we have to copy and paste to the description field.
7 votesThis field shows on the portal in the donor tab under Donation Note.
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New Portal: Remove Contact Preferences from Editable Fields
We would prefer not to allow portal users to view or edit their contact preferences.
Do not email, do not call, do not mail are internal codes that should not be viewable by our fundholders as it could lead to confusion, and may mean different things to different foundations.
8 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Style Individual Funds on the Portal
In the legacy portal there is an option to adding branding at the fund level so fund advisors see branding that coincides with the Foundation, Affiliate, and/or Supporting Organization the fund is within. This is not possible on Styles with the new Portal.
We will need this functionality to implement the Portal by April 2025 to ensure all our funds have consistent branding and appropriate entities are recognized.
6 votesIn Styles, there is an option for Public Fund Style. That brings up a list of funds for a specific style to be applied to a fund. Please reach out to support if you have further questions that are not answered in this help article. https://support.foundant.com/hc/en-us/articles/20005531734295-Styles
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Campaigns: "Convert to Guest" should Retain Contact Information
We work very hard to get our ticket purchasers to complete their guest information. But when they do and we select "Convert to Guest", the contact information entered on the guest record is NOT copied into the new profile. This is requiring duplicate work. Can we please have CSuite save the contact information from the guest record into the new profile?
23 votes03-11-2024: Campaigns: Resolved an issue when converting Guests to Profiles leaves off contact information.
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Have the ability on the fund level to set the spending policy start distribution date.
Have the ability on the fund level to set the spending policy start distribution date. Just as you can set an Admin fee start date have the ability to start a distribution date so that a fund can have enough investment income to distribute based on a spend policy.
14 votes9/16/2024:Distributions: Enhanced distributions to look at the distribution start date on the fund record. If the distribution start date is beyond the create date, the fund will not be processed.
Funds: Added a Distribution Start date to the funds settings<distribution table. This will allow users set the distribution start date when creating a fund. Distribution start date is also available in Funds Bulk edit.
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Agency Endowment Donation Alert
It would be beneficial to implement a feature or an alert that prevents donations from being directed to funds designated as agency endowments, unless the donor is the agency itself. A message such as 'Fund can only accept contributions from the founding organization. No third-party gifts accepted.' could be displayed. Incorporating such a measure would be useful to prevent any donations from external parties or individuals outside the agency.
10 votesThere is currently an option to add a note to a fund. When adding the note, select alert, then donations in the drop down that appears. This alert will appear at the top of the donation page when that fund is selected to remind the user that the fund only accepts donations from the agency itself.
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Recognition Name Not Shown on the Fund Portal
The Recognition Name is not shown as a column on the Contributions tab of the Fund Portal. When the information is exported, the Recognition Name is shown, but that isn’t something that a fund rep is going to do every time they access the portal to look at donations. Donors are misled into thinking that the Recognition Name is being shared with the fund rep, when, in actuality, the fund rep has to make an effort to find it. Can this be added?
35 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Export Grants or Grant History - New Portal
Grant List or Grant History list need to be able to exported. Donations tab shows an Export button, but Grants tab does not.
7 votes8/27/2024: Portal: Add export functionality to donors, customers, vendors, students, grantee tabs. Added donation and grant history export for fund managers to reflect current exports in the legacy fund advisor portal.
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Inception to Date Report with Fund Balances
It would be beneficial to be able to create a report (similar to that of the audit report) that shows a funds beginning balance, the change in the fund balance for the time period (donations, grants, expenses, investment earnings, etc). ending balance. The key here would be for it to be just 1 report with 1 fund showing all of the years that the fund has existed or at least data is in CSuite. This is possible with the audit report but only for 1 year at a time. A year over year income statement gets the year over year…
45 votesFinancials: Added an Inception Report for funds. This will be a new left hand menu option in Financials, Inception Report. This report is similar to the audit report, but it will calculate from the first general ledger transaction to an selected end date. There will not be a beginning balance column since, all funds start with a zero dollar balance at inception. This will display closed funds. This report will be allowed for closed periods only. In the raw export, users will see that fund created date
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