CommunitySuite Idea Lab
3 results found
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Affiliate Fund Report Filter
In the Funds Custom Reports, I can add the Affiliate Fund column, but cannot filter by an Affiliate. At this time, I have to export the report showing all Affiliates, then sort by the Affiliate Name column. It would be useful to filter the single Affiliate I want to show on screen and in reports.
2 votes -
Would love to have fund advisors use Foundant as a CRM system for their fund. Fund advisors can enter, access donors, prospects, run rep. .
Would love to have fund advisors use Foundant as a CRM system for their fund. Fund advisors would be able to enter, access donors, and prospects, run reports, etc. They would not have access to the whole system.
1 vote -
Ability to hide/show tabs per affiliate Donation Portal
The tab visibility is currently universal for the Donation Portals via System Data - we would like the ability to activate all tabs PER AFFILIATE.
For example, we have 3 large events coming up in 2 (of 9) affiliates and want to sell tickets for these events. We REALLY have to activate the Event Tickets tab for ALL affiliates in order to give only these 2 affiliates active event ticketing options??
We will never have events in the other 7 affiliates - their empty Event Tickets tab will forever say, "Sorry, there are no current events with ticket sales or…
3 votes
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