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  1. Fund Advisor Grant Notifications

    I see that it appears fund advisors used to received notification once they had submitted a grant request, and that, after user feedback, it was changed to send the notification after the grant was approved and paid. However, I would love to see both options available. We do have some fund advisors who want a confirmation email of their submitted request in real time, as immediate back up. While I recognize that they could print the home page showing the submitted request, for some of our "older school" advisors, this is still not satisfactory.

    35 votes

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    3 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Fund Advisor Login Log

    It would be great if the Fund Advisor Login Log went back further and showed a complete history of logins. Currently, it only displays a set number of rows. Knowing the full history of login attempts would be very useful. Thanks for considering!

    8 votes

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    0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?

    70 votes

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    3 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Change "no-reply@fcsuite.com" to Default Email Reply To

    We are continuing to have problems with Fund Advisors telling us that they are not receiving system-generated emails from us. We believe this is because the name and the email address do not match. That is, our organization's name is in the sender name but the domain in the email address is fcsuite.com.

    Has there been any discussion to investigate the possibility of changing "no-reply@fcsuite.com" to what is entered in the "Default Email Reply To" setting in Systems Data?

    We believe this would pass more smoothly through spam filters.

    7 votes

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    0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Require Note field in Profile Information Update Feature

    The fund advisor portal now has a new profile information update feature. Any information the fund advisor changes goes directly to the profile in CSuite. If the fund advisor completes the note section, a note is added to the profile. Love this! That field is not required. Vote here to make this a required field so you have a note in the CSuite profile on why the profile changed.

    6 votes

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  6. Documents in files tab in Fund Portal where most recent item is on the bottom - change to top

    My preference is folders for the Portal, then documents that appear by description name, and then have the most recent document appear at the top (vs last right now).

    4 votes

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    1 comment  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Profile Information Location Flexibility

    The profile information link in the fund advisor portal is now located in the top left of the screen. We'd like to make it a tab, like the other sections, or have it on the top right of the screen. Location at the top right seems to align better with here people look for "My Account" or other similar profile information on other websites.

    4 votes

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  8. When adding documents and sharing to Portal, documents appear by date of upload. Would prefer by descritpion.

    There is no folder capability in the Portal, so using the description as a sort is a work around. Unfortunately, the description only works to a point, as it is by time of upload vs the description. Unfortunately with files with a lot of activity, it will become unusable quickly.

    4 votes

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  9. Files on the Fund Advisor portal should be able to be sorted in descending order

    My donors would like to see the files in order of the most current date first.

    3 votes

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  10. Remove Profile button from donor portal login page

    The button for advisors to view their profile info is visible on the login page of the donor portal, which is confusing.

    2 votes

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  11. Fund Advisor - option to change Fund Statement Type

    It would be helpful if we could default our portal to Statement Type - Online, giving the Fund Advisors the option to change it to Email or Paper. Defaulting to Online encourages all Advisors to use the portal while providing an opportunity to update to their preference

    3 votes

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  12. Donor portal

    Donor portal - list vouchers in date order rather than by individual/organization. Many of my fund advisors want to see vouchers by date order rather than by individual/organization. I know you can export this information to get it in date order; however, it would be better if the Vouchers tab looked similar to the Contributions tab - in date order.

    4 votes

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  13. Submitting Expenses via the Donor Advisor Portal

    We would like the capability for our affiliate board members/ fiscal sponsors to be able to submit expenses via the Donor Advisor Portal.

    1 vote

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  14. 1 vote

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    1 comment  ·  Fund Advisors/Fund Advisor Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Add ability to search Grant Id or sort by Grant ID on Fund Portal; auto notify

    Now that we can show documents on the Fund Portal via the grants area, it would be great to add a sort by Grant Id or search by Grant on the Portal, and an auto notify to fund advisor if something is posted. Actually, an auto notify on documents would be helpful too. Some funds have many many (did I say many?) grants to many orgs. lots of scrolling to find the right one.

    1 vote

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  16. portal access when donor hasn't set password

    Hi! It would be helpful to have an easy way to see what a Portal account will look like without having to have the donor set their password already. It is strange to me that as an Admin, I do not have a way to access a donor's portal to answer questions about how it will work for them if they have not set up their own access yet. Admins should be able to log in to any portal account at any time, in my opinion.

    37 votes

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  17. (Temporarily) Shut Down Donation Portal

    It would be great to have the ability to temporarily shut down the donation portal.

    We recently had an issue (our error--and of course Foundant helped us fix it!!) that caused fund balances to show incorrectly. We were worried, of course, about donors seeing bad information in the donor portal. While we could have taken the log in page off of our website, a fair amount of our donors have the site bookmarked, so still could have gotten in. We also thought about unlinking Fund Advisors on the affected funds, but we have over 800 funds, so that would have…

    13 votes

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  18. Reassign existing profile record on Fund Advisor Portal - similar to Change Donor

    We assign DAF access to our staff in each affiliate through the Fund Advisor Portal - when staff leave, we only have one option: Delete the entire advisor record and create an entirely new advisor record with access for the new staff person. The exiting staff person for whom I must do this at this point has 27 funds connected to her Fund Advisor record.

    Couldn't there be some way to simply reassign that existing advisor record with all 27 of those funds?... similar, in my mind, to Change Donor in Donations? The opportunity for error while recreating that access…

    3 votes

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  19. fund advisor portal

    Please make Donation Notes entered by online donors to be seen by fund advisors.

    4 votes

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  20. fund advisor portal - show available cash by fund

    Available Cash - We would like to have the available cash option be by fund and not be a global change. We have some fund advisors who do not need this function, but some do. Or to give flexibility in picking the accounts that are shown as available cash.

    1 vote

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