95 results found
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Donor portal - show investment earnings and admin fees
Can the investment earnings/Investment expenses along with Administrative fees be added as tabs in the donor portal? Our fund advisors tend to call us when their fund balance changes due to these categories. They don't see this activity on the portal.
4 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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Add a "Contact Us" link in the advisor portal
One of our agencies asked if a simple "Contact us" or "Help" link and or phone number could be added within the portal so it is easily accessible when they need to contact us about an issue or question.
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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spendable balance fund advisor portal
To help fund advisors with the next year's budgeting, add a separate Spendable Balance line on the portal such as "Spendable Balance available on (post date)": (amount). Once the post date has arrived, the future amount becomes part of the regular Spendable Balance.
Before using Foundant, we would share this information on a paper distribution request form two months before the start of the next fiscal year. In Foundant, we cannot do this now.3 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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Fund Advisor Tab Permissions - add Assign by Advisor Type
Could you please add an additional "Assign by" Category to Tab permissions? We set tab permissions by Fund Group and then manually update tab permission for move than 200 advisors with View Only rights. Once we include File Tab or GrantCatelog tab permissions by group, it overrides all View only settings, which then have to be updated manually.
8 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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fund advisor grant request add mores notes sections
some of our fund advisors need to put in a few notes when they manually enter a grant. One would be for the ein number field which is what we use the notes section for now. Then they may have notes on where to mail the check which is another notes section. Could we add another notes section option.
1 voteHello,
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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!
9 votesHello,
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3 votes
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Add a filter for which grants are or are not online grant requests.
Our auditor wants to be able to look at the backup we attach for grants not made through the portal. This would make it easier to not go through multiple grants trying find those but have an easy list.
3 votesHello,
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Fund Advisor Portal - add footnotes for balances
We'd like the ability to add footnotes for Current Balance and Spendable Balance to provide donors with more detail.
3 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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Settings by Fund Advisor
It would be helpful if we could assign permissions specific to each fund advisors so they can see or not see address, phone number, and email on the Donor Portal. Right now, it seems to be all or nothing.
21 votesHello,
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primary
Ability to create multiple Primary Fund Advisors (that are not a part of the same household).
We have a fund that has two primary fund advisors. These two primary fund advisors are NOT part of the same household. There is no way to mark both of these fund advisors as PRIMARY.3 votesHello,
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Need to Disable Fund Advisor Portal Grant Tab Drill-Down
Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.
Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.
Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives…
8 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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Ability to embed Fund Advisor Portal Login into our website instead of the login landing page.
With our propensity for marketing, branding and promotion of initiatives, being able to embed the login to our own website page would allow us to create additional styling, promotional content, and imagery. For example, to promote funds, programs, and events.
There is flexibility with the ability to tailor the header and footer, but having the ability to simply embed the login/password to our own website would allow the team that manages website content to keep it within the overall website strategy and work.
3 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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Revise Grant Recommendation Template on Donor Portal
In an effort to avoid any misunderstanding, when a fund advisor logs onto his/her donor ortal to make a grant recommendation, we are suggesting that the field "Description" be changed to read "Grant Description/Notes to Grantee Recipient"
Change "Additional Notes to "Additional Notes to [Name of Community Foundation] Staff"
Replace "Add to Cart" with "Submit Recommendation"
2 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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Fund Advisor Permissions
For endowments with multiple beneficiary organizations, a fund advisor for an organization should see only the spendable balance on the portal linked to the percentage defined by the Fund Beneficiary Grantee/Fund information (which needs revised to allow for a fixed dollar value or percentage). Likewise, an advisor should only view grants issues to his/her linked organization. This preserves confidentiality among organizations and advisors.
Also, Permissions should be made by Profile Fund Category so we can efficiently assign view-only or all-access for each tab on the portal.
2 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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Subfunds on the Portal Financials
It would be helpful to allow for Subfunds to be included on the Financials tab in the portal for fund advisors. We can do it on our end but there are no options for this on the financial tab in the portal. So we have to run the report internally and email it to the fund advisor each month. Otherwise - he has to go into each subfund one at a time to run financials. In this case, we have 10 subfunds that we're wanting on one report.
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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Address and Details visible to fund advisor
Fund Advisors are not able to view addresses and details of past grantees ... only name of org, amount and purpose. This has been requested so they may verifiy addresses and more details before copying and submitting a previous request .
3 votesHello,
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contributions total in fund portal
There is such great information for Agency funds in the fund portal! To be able to click on a donor and show total contributions to a fund by that donor is amazing! It would be even better if there were a total on that page, similar to the total at the top of the "grants" tab page.
2 votesHello,
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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 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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Timeout for donor portal
As a security measure, the donor portal should time-out and automatically log out after a specified period of inactivity, maybe 15-30 minutes. A donor in the IT business expressed concern about this issue.
4 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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