106 results found
-
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,
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
-
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,
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
-
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.
-
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
-
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.
-
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
-
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.
-
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,
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
-
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,
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
-
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.
-
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.
-
Customization of Color Scheme on all Graphics
It would be great if the colors could be customized on all graphics in reports with our own brand colors. This would make for a more professional and clean branded look for all our donor and grant and fund reports.
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
-
Please let us EDIT/create a custom Fund Advisor Grant Notification email message
Please allow us to edit the grant notification email that goes out to fund advisors with a custom message. The message is very terse/unfriendly and, for us, the details of the message are actually incorrect. Most all other such messages allow customization.
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
-
Admin Fees Visible to Fund Holders
Can we offer a tab in the fund portal for fund holders to view admin fees on demand? Our current option to offer the financials tab is more than we'd like to release, so separating out just the admin fees would be a nice feature.
5 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.
-
Search by EIN in fund holder portal
It would be great if fund holders could search for grantees by EIN in the fund holder portal!
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
-
Show Distribution Transactions on Donor Portal
Would like fund advisors to have the ability to click on the spendable balance and see what transactions got them to that balance, like what staff can see if they click on the spendable balance within the fund record.
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
-
anonymous Fund Advisor
It would be nice to be able to mark a fund advisor anonymous. There are great CSuite tools for anonymous profile, donor and fund name, but not for the fund advisor that advises a fund. For example, if I create a new grant and add the fund, the grant advisor will auto populate the fund advisor. But if they want to be anonymous, I have to remember to delete them (or move the field to the empty box).
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
-
Assigning org role as fund advisor contact for organization
When an organization is listed as a fund advisor to receive fund statements, allow a profile with an org role to be the contact person.
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
-
Adding a Question to Grant Recommendation Tab in the Fund Advisor Portal
We often have times when a grantee will reach out to the CF asking for donor contact information (either mailing address, email, etc) so that the grantee can thank the advisor who recommended the grant. It has always been our policy that we do not share donor contact info. Is there a way to add a question to the Grant Recommendation Tab when an advisor is completing a grant request asking if we are allowed to share donor contact info with a grantee if ask? For example:
If requested by a grantee, do you give the CF permission to share…
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
-
investment
Need the ability to hide the "Percentage" field on the investment report in the Donor Portal. Find that number to be confusing and would like to be able to remove it from the fund holders view. Like all of the other information included in the investment 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
- Don't see your idea?