5 results found
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Affilliate functionality and access
For our Affiliate org, we would love to provide some kind of CSuite access, but only to their group of funds, along with the ability to view the donor portal for 'their' donors (login-as). Currently, there's no way to parse out the Affiliate funds for this type of access without giving them access to all other funds. Our Affiliate would be better served with access to reports and profiles, etc., so they can help us with data management and help themselves to reports without having to go through our staff and wait to hear back.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Affiliate Fund Email
When donors recommend grants, there currently isn't a way to differentiate the language for confirmation emails being sent to affiliate fund donors. We'd like to be able to edit the language and include the name of the affiliate org.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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 votesIn order to accomplish this, you can filter on the Affiliate Fund which is a boolean field and select yes. To filter to a single fund, use the funitid field as a filter and select that fund only, Then save the report for future use.
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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 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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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…
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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