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82 results found

  1. Edit Profile Payments

    Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.

    22 votes

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    6 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
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  2. Adding prospect profile reports and incorporating prospect research fields

    In other DBs I’ve used there is a way to export a complete donor/prospect profile report that lists all information in the person’s record (contact info, prospect ratings, relationships, giving, granting (is applicable), notes, etc. in an exportable report – preferably into Word or a PDF. This is very useful for us to use as a working doc in a prospect meeting. (Perhaps I’m just to old school, but paper one can make notes on is still very helpful.)

    Another VERY helpful element would be the ability for Foundant to pull in fields from one of the major prospect research…

    8 votes

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    0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
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