103 results found
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New Portal - Login As
New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself. This will be a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.
9 votesThis was designed on purpose to follow best security protocols. A User could log into CSuite in a different browser when logging in as a fund advisor.
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Foundation admin tools for Idea Lab
Add sort/filter options for administrators to view IdeaLab entries and monitor status (similar to ZenDesk options) by unique Foundation. This will reduce duplicate entries by staff and foster peer support when creating workarounds.
Thanks--TCF!5 votesWe use a third party platform for Idea Lab. I will make this suggestion to them, however we do not control enhancements with that product.
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Need to be able to link to specific sections of Fund Portal
We are looking for a way to link Fund Advisors through to specific parts of the Fund Portal, e.g. Grant Request page, from different communications (website, emails, etc).
If the Fund Advisor is not already logged in when they click on the link, they are taken to the login page and then directed to the portal homepage instead of the original URL / intended page.
Can this please be fixed so that Fund Advisors are taken to the intended page after login prompt?
10 votesFund Advisors will always need to login to access the portal, so sharing a direct link is not an option at this time.
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Upload documents to Invoice and Voucher tabs on fund portal
Can you please allow us the capability to upload scanned or saved documents to be viewed in the Invoice and Voucher tabs on the fund holder portal? Right now the only place we can upload documents for the fund advisor to view is in the Files tab.
6 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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Giving Hub Existing Profile Matching
Instead of only matching primary address when determining if a profile already exists, would be nice if it searched all addresses withing a profile
2 votesOnline donations are matched on Name, Email & Phone. There is the ability to decide if you want to match on any combination of the above in Profile>Settings. There are smart tips next to the Profile>Settings in the three dedupe fields.
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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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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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Spendable Optional by Fund for Fund Advisor Portal
As the new Fund Advisor portal is built out, we need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)
This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.5 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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Allow bulk import of notes for journal entries.
The ability to bulk import notes for journal entries would be a great new functionality.
10 votes -
Allow one custom tab on the donor and fund portals
Allow 1 Custom tab to be enabled on the Fund Portal and Donor Portal for Text, HTML, and Links. Content to be determined by the company.
7 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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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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Parent Fund Balance on Home Screen
It would be nice for our parent funds to be able to see the total fund balance (total of all sub-funds) on the home screen of the fund advisor portal. Currently it is showing current balance and available balance as $ . on all our parent funds.
5 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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Split Event Campaign Ticket Payments
It would be very helpful if we could split event campaign ticket payments between two or more profiles. Indivduals and companies sometimes split payment of sponsorship tickets. When this occurs, we have to create additional tickets for these two payments. This also makes reporting on the event more difficult.
8 votes -
Select which Information to Show for Steward on Fund Advisor Portal
We would like to take advantage of the new User Designation and merge our User Profiles into our "Staff" Profiles but there is a catch in how the Fund Steward information shows on the Fund Advisor Portal.
Currently, our User Profiles are set as Organizations with very little information (name and email address). When an Employee is assigned as a Fund Steward, the name and email address are the ONLY pieces of information that display on our Fund Advisor Portal.
We want to convert the organization to an individual and merge those into existing "Staff" Profiles, but there is an…
2 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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Donor to choose Grant Type on Fund Advisor Portal
Allow/Require Donor to choose Grant Type on Fund Advisor Portal in every grant they make.
Many donors give to orgs that have multiple aspects to their mission. Example - the YMCA provides youth development, housing, food access, climate etc. Currently, C Suite allows for only a default Grant Type (on Grantee record) to be applied to each Grant to that org - which doesn't drill down to the real purpose of the grant.
While a donor can write in a Description, having a drop down box for the donor to choose their intent that matches the Grant Type in our…
15 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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Ability to request a change to investment portfolio on Donor Portal
Would really like the ability for a fund-holder to be able to submit a request to change their investment strategy/where their money is invested from within the donor portal.
2 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 only shows city/state
Currently the Fund Advisor portal only shows city/state when fund advisors search our database for a new grantee. It would be helpful to have the street address pull over from CSuite to help the fund advisor select the correct organization.
2 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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4 votes
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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Suggested edit to "Contributions" tab on Fund Advisor Portal
In the Fund Advisor Portal, there should be a way to remove the column titled "Contributor" from the "Contributions" tab? We want to show our donors the dates and amounts of contributions to the fund, but we do not want to show donor names nor do we want the word "anonymous" to appear on each row. We would love to have the ability to hide or remove that column completely.
1 voteDue 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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FA Portal Main and Sub-fund options setting
There should be a setting that makes the any sub-funds either appear with the main fund or without it. This could be an overall Fund Advisor Portal setting.
Currently, the fund activity shows the main fund and sub-funds added together, and the investments tab shows just the main fund information. Also, the home screen shows just the main fund information. It would be helpful for the fund advisors if there was consistency between all the tabs.
Since we run statements separately for main and sub-funds, I think it should just show the main fund info on the main fund, but…2 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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