9 results found
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Limit/modify 2 Factor authentication options for Staff Users
The 2-factor Authentication page is setup to have 3 options, text, email and authenticator app. Currently, if a Staff user has 2 or more emails addresses on file it will display ALL email addresses and same goes for phone numbers on file. This is extremely worrisome and is a signifant privacy concern. As Admins, we need to have a way to limit or select which email/phone number can be used for multi-factor (even as simple as just using the Primary info for each option). As personal emails are much less secure than work emails, the work email would likely be…
4 votesPortal access is limited to the primary email address on a profile. The current help article will be updated to reflect this information. Otherwise, it is accurate. https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Automatic System Email Response Address
When the system sends out an email from "no-reply@fcsuite.com", the recipient (i.e., donor, fund advisor) automatically CAN reply to whoever started the transaction that generated the system email.
Why does C-Suite's "no-reply" email address allow reply's? The whole point of a "no-reply" is NOT to allow replies.
Examples include:
1) whoever posts a check gets responses from donors who get a grant payment notification (which is far too early in the process)
2) whoever emails fund statements gets responses
3) whoever posts donations gets responsesAdditionally, if C-Suite has to allow replies, we need to be able to…
2 votesHere is information on updating your settings in System Data. If you want email replies to go to one email - the setting Use Default Email Reply to for All needs to be set to yes.
The ability to reply to a Do Not Reply FCsuite email address was added several years ago because many constiuents replied and were upset that there was never a response.
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Webinar on process for bulk year-end tax receipts
Please provide a client webinar on the bulk process for year-end tax receipts, options for print vs. email, pros and cons.
1 voteWill let our product education team know!
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Giving cards
What is a giving card? Did I miss the definition/explanation here?
https://support.foundant.com/hc/en-us/articles/19944569982871-Giving-Hub
I recommend adding definitions for any term used on a page full of instructions on how to activate those features.
1 voteWe will send your request to product education to update the article. In CSuite, there is an option to purchase a grant card to fund a future grant. Here is a link to the Grant Card article: https://support.foundant.com/hc/en-us/articles/4404646356503-Grant-Cards
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Dates Identifying New Training
Please add dates to the On-Demand Training (Client Webinars) web page. It's hard to tell what's new
1 voteI will ask our Marketing team to add dates. Thanks for the suggestion!
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transcripts from webinars
Please consider providing transcripts after live events. Having the recording is great, but when questions are addressed in the Q&A function, answers aren't available to reference after the event concludes.
2 votesThank you for your feedback. We have forwarded your suggestion to our product education team.
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Change Support Document re Closing Funds
re:
https://support.foundant.com/hc/en-us/articles/4405361545879-Close-Open-or-Delete-Funds
Step 6 should come before step 5 because it's a fund can't be edited once it's Closed.
2 votes -
Optional Two-Factor Authentication for Fund Advisor Portal
Please add the option to turn on 2FA at the Fund advisor level. At this time, we are choosing not to turn on two factor authentication for all fund advisors.
2 votesThis is a current option for Fund Advisors. There is a checkbox in Portal Options, Fund Advisors to Enable Two Factor Login. Selecting this checkbox will allow a Fund Advisor to add two factor as an option. There is a second box which requires it for all Fund Advisors.
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Grant Cards
More resource material for Grant Card process
1 vote
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