46 results found
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Optional Two-Factor Authentication for Fund Advisor Portal
Please add the option to turn on 2FA at the Fund advisor level. At this time, we are choosing not to turn on two factor authentication for all fund advisors.
2 votes -
Make it clear when you are in Sandbox Donation or Fund Portal
When you're in the Sandbox the red boxes make it clear you're working in the Sandbox but if you click on the link to the Sandbox Donation Portal or the Sandbox Fund Portal there's nothing indicating that those are part of the Sandbox. Is it possible to add a red box on those pages as well when accessed from the Sandbox?
6 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
1 vote -
Donor Portal Logout Page
I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?
1 vote -
Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal
It would be helpful if a donor would get an email notification, or be able to see a notification pop up on their portal homepage when we have uploaded a document into the portal portal, or shared a file. Basically any updates since they last logged in.
31 votes -
fund advisor settings - can we make them editable individually instead of universally?
We would like to give a few more system setting options to some of our fund advisors but these settings can only be done universally - any way we could edit the universal setting on the advisor itself just for that advisor?
1 vote -
Advisor Portal - Option to view activity by year
It would be great if there was a way for fund advisors to see their fund activity broken down by year in the portal. For example, they could click on "2023" and see all the donations, grants, etc. for that specific year in one place.
28 votes -
Fund Advisor File Uploads
It would be great if Fund Advisors can upload files they would like kept on record and for others to view. Currently, I have groups that would like to upload their Board minutes, impact reports, press releases, and other documents for present and future members to view in the portal. If fund advisors upload the information, it could also be automatically marked as "shared".
2 votes -
Making donation descriptions an option for fund advisor portal
We've been using the gift description field for insider notes and things we want to flow into a gift receipt template - such as specifics about stock gifts. But many of our funds are set up by clubs and organizations, so the people using the portal shouldn't see that information. Please make the gift description something that can be turned on and off depending on the fund advisor, like we can turn receipts and the grant catalog on and off.
2 votes -
Total needed for Grants filtered by date
When the donor/advisors are filtering by date for grants paid, it would be nice to have a total included in the view. The total is the reason for filtering the information. Without a total displayed, the donor/advisor must calculate the total manually.
2 votes -
View Account Numbers on Portal
Fiscal projects would like the ability to see the account number vouchers or invoices are associated with on the portal to verify they were posted to the correct account in real time. This would save us a lot of work if we need to make corrections if it can be caught before the books are closed and statements are generated.
1 vote -
one check for all of fund advisor columns
one check for all of the fund advisor columns
1 vote -
Advisor portal invoice notes
It would be nice if our fund advisors could access the notes to their invoices rather than waiting for us to send a report. They need to match the invoice to their records and the profile paying doesn’t always agree and they need to see the information captured in the notes.
1 vote -
Donor Portal - Recognition Name
Donors have requested the option for the recognition name to default either to last used or household name. They dislike that it defaults to one person every time instead of the household name.
3 votes -
Immediate Need! Fund Advisors should not be listed as the donor with interfund transfers.
Please remove the newly added feature of the attached Fund Advisor listing as the donor that now accompanies the fund name with interfund transfer gifts. The global hide donor name and information is not suitable for our community needs. We manage many funds where access to donor information is not only based on the fund but at the donor level. Please consider improvements that would allow community foundations the option to offer global adjustment if needed like our partners in Canada and also implement customization at the donor level for other format needs. We have some fund advisors who do…
7 votes -
Add Details under Recurring Grants on Donor Portal
On the Donor Portal (Fund Advisor Portal), we like the recent enhancement that allows a Donor to click on an individual Grant Number to see the payment detail. What we really need is the same feature for Recurring Grants, so that when the Donor clicks on the Recurring Grant ID, they see the grants that have been paid thus far as part of the recurring grant. It should also include the next date.
36 votes -
History of Fund Advisors for a Fund
I would like to be able to see who has been a Fund Advisor for a specific fund over the course of time.
39 votes -
(Temporarily) Shut Down Fund Advisor 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…
17 votes -
Do not send Grant Notify email when a grant is unposted
We would like to be able to turn off the Grant Unpost email, as it tends to cause concern for Fund Advisors when minor changes are made to a posted grant. It would be nice to separate the settings!
26 votes -
fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
32 votes
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