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3 results found

  1. 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

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  2. 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

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  3. 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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