63 results found

1. fund beneficiary

   Setting up descriptions for all of our fund beneficiaries, which is such an important improvement -Thank you! It would also be great to include the description field in reporting. Same for Recurring grants if not already included.

   9 votes

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   1 comment  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
   Implemented  ·  Holly Spitz responded

   The beneficiary description is available in the Fund Beneficiary custom report.  This report used to only include grantees.  It now includes Beneficiary Funds as well.  Those fields have "Bene" in front of them. 

2. Enhancement: Schedule reports

   Enhancement: The ability to schedule reports to auto-run and deliver to admin. email addresses.

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   0 comments  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   ustom Reports: Added the ability to email and schedule emails from custom reporting in a .csv file or html format. The on demand email will be located within the report with the other actions such as: save and load. Selecting email will allow for the selection of format, to field, and subject. The schedule email will be from the main report page in between enable and delete options. When scheduling a report, select the format, frequency, and send date.

3. tribute - add date for tribute custom report

   In the Custom Reporting for Tributes there is no way of sorting by date. When you pull this report up it shows all names, but NO DATES to be able to filter.

   8 votes

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   1 comment  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow… more