13 results found

1. Tribute Notification

   Please bring back the notification on the tributes tab that used to be there, similar to the tax receipts tab. This WHOLE TIME I thought we hadn't been receiving any tributes when in fact we have but we weren't notified because that feature was taken off for whatever reason. I don't know why something like that would ever be removed, especially if it was a helpful feature that we were already used to. Changes like these are making our jobs a lot harder. You should be mindful of what's actually helpful for the user experience.

   The old system for the tributes was so user friendly and helpful, why do you keep making things complicated? It doesn't make any sense.

   Please bring back the notification on the tributes tab that used to be there, similar to the tax receipts tab. This WHOLE TIME I thought we hadn't been receiving any tributes when in fact we have but we weren't notified because that feature was taken off for whatever reason. I don't know why something like that would ever be removed, especially if it was a helpful feature that we were already used to. Changes like these are making our jobs a lot harder. You should be mindful of what's actually helpful for the user experience.

   The old system for the… more

   11 votes

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   3 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, 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.

2. tributes content

   Under Tributes content, there is a Tribute Notify Email Body that can be edited to wording of the client's choice. However, you can't add any fields that aren't in the default.
   This is the default.
   Default content: Dear {{name}},

   A gift has been made in {{memorialtype}} of {{memorialname}}.
   Details of the gift have been attached to this email.

   Thank You,
   {{site.name}}

   Then name field populates as the first and last name of the receiver. It would be nice to be able to change so the salutation field is there instead of name. You can't edit that before the email is sent and it looks funny being addressed as Dear John Smith.

   Under Tributes content, there is a Tribute Notify Email Body that can be edited to wording of the client's choice. However, you can't add any fields that aren't in the default.
   This is the default.
   Default content: Dear {{name}},

   A gift has been made in {{memorialtype}} of {{memorialname}}.
   Details of the gift have been attached to this email.

   Thank You,
   {{site.name}}

   Then name field populates as the first and last name of the receiver. It would be nice to be able to change so the salutation field is there instead of name. You can't edit that before the… more

   6 votes

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, 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

3. Allow more than one tribute per donation

   It would be great if we could link several tribute to a single donation.

   We often have donations made in memory of more than one person. Currently, we are only able to link a single tribute per donation so we list all the names, but this takes away all functionality for tribute notifications.

   19 votes

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   4 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   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

4. Include donor and fund name on the new tribute notify report

   We don't always use templates to send tribute notifications, so it's very useful for us to be able to see the tribute, whom to notify, the fund name, and the donor's name. The old tribute notify list included this, and it'd be really wonderful to have that feature back!!

   5 votes

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   1 comment  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, 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.

5. tribute notifications to someone at their business

   When you are entering the information for where to send a tribute notification (without creating a profile), it would be helpful to be able to add the name and business name. We don't want the letter going to the organization without the company name on it. If we were sending to their personal address, it wouldn't be a problem.

   4 votes

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, 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.

6. Importing Donations with Tributes - need in memory/honor info on Tax Receipts

   The new tribute enhancements removed the requirements for entering Notify info. This was helpful but we still need the "in Memory/Honor" Name officially recorded so it can be pulled into the tax receipt. We don't need the honorees notified but we NEED to include the "in honor/memory" name on the tax receipt so the DONOR knows we recorded their donation correctly. Thank you

   4 votes

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, 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.

7. tributes

   It would be great if you could hyperlink the donation id linked to tributes, so you can easily click out and see more information about the gift. Thanks!

   2 votes

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, 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.

8. Add "on behalf of" tribute option
   3 votes

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Hello, 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.

9. Need to print tributes before they post to review.

   Why can't I print tributes before they are posted? I have always printed them before they go for posting, along with the tax receipt. Since the update, I can't.

   1 vote

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   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

10. When printing tributes from the tribute bucket, why am I only allowed to print the letters and not the envelopes?

    • 

    1 vote

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    0 comments  ·  Tributes  ·  Delete…  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    I am going to get this bug resolved and archive this idea :)!! 

    
    

    
    

11. tribute - list donations in date order

    When you look at a tribute, it would be helpful if the donations would be listed in date order. We often look at this to determine if we need to send a report to the family, rather than them getting a notice for each donation. They are not listed in date or alpha order.

    11 votes

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    0 comments  ·  Tributes  ·  Delete…  ·  Admin →
    Archived  ·  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

12. Memorial Funds - all donations automatically coded as tributes

    We have a new scholarship fund in memory of a young person who passed away recently. We have been receiving many donations, both via check and online. When they come as a check, we know that because it is a memorial fund, there should be a tribute attached to it so we will know to notify the family members. However, many of the online donations that we've been receiving have not had the "in memory/in honor of" section filled out. We are thinking that the donors assume that since it is a memorial fund, all donations will be acknowledged to the family, even if they do not fill in this tribute section on the online donation portal. Our current workaround is running a donation report for this fund and checking that all donations are attached to the tribute. However, this gave me an idea - the option to have memorial funds. This could be an option at the fund setup level where a memorial fund would automatically have all donations to that fund as a specified tribute. We have a number of other memorial funds that we would like to set up this way as well - where every gift we receive is in memory of the same person.

    We have a new scholarship fund in memory of a young person who passed away recently. We have been receiving many donations, both via check and online. When they come as a check, we know that because it is a memorial fund, there should be a tribute attached to it so we will know to notify the family members. However, many of the online donations that we've been receiving have not had the "in memory/in honor of" section filled out. We are thinking that the donors assume that since it is a memorial fund, all donations will be acknowledged to… more

    17 votes

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    1 comment  ·  Tributes  ·  Delete…  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    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

13. Tribute option to grant requests & fund advisor portal

    I would like to add tributes (in memory and in honor) to the grant requests portal so fund advisors can use this when requesting grants.

    39 votes

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    3 comments  ·  Tributes  ·  Delete…  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    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