106 results found

1. donor portal - enable simple banner-alert type notes on the portal and group emails to fund advisors

   Our fund advisors expect to see current monthly/quarterly/ytd investment results when they view a current month's fund statement on the portal. Please develop a banner-alert type of feature that would enable us to easily update a monthly note with investment results to appear on each advisors main page. This note feature would also be very useful for posting other info of interest to our advisors. We currently provide the investment results in a fund statement footer, and since we have 6 different fund stmt templates, it is a very inefficient process to update the templates each month

   It would also be fabulous if we could auto-generate an email to selected groups of fund advisors, to alert them when statements have been posted or to generate other group emails for our fund advisors

   Our fund advisors expect to see current monthly/quarterly/ytd investment results when they view a current month's fund statement on the portal. Please develop a banner-alert type of feature that would enable us to easily update a monthly note with investment results to appear on each advisors main page. This note feature would also be very useful for posting other info of interest to our advisors. We currently provide the investment results in a fund statement footer, and since we have 6 different fund stmt templates, it is a very inefficient process to update the templates each month

   It would also… more

   5 votes

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   0 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz 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. "Read Only" Fund Advisors on Portal

   We have a few funds that have "Read Only" Fund Advisors. Meaning they can not request any grants and can only view the donations, grants, and statements. It would be nice to either mark the read only advisors or hide them on the list of advisors.

   5 votes

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   1 comment  ·  Fund Advisors  ·  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

3. Hide amounts in Donor Portal as a single checkbox choice in Settings

   I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.

   I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice be added to System Data under Portal Options to hide amounts?

   I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.

   I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice… more

   3 votes

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   0 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   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. donor portal

   Donor Portal Setup Access - Complete
   change the grammatical typo to read "Please make sure to use.." instead of "Please make sure and use..."

   8 votes

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   0 comments  ·  Fund Advisors  ·  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

5. Show all invoice items when invoices are exported on the fund advisor portal

   The description of invoices lives on the invoice item level, but the fund advisor portal only shows the invoice level - ie. Fund advisors can view the invoice ID, amount and customer name, but not any description of what the invoice is for.

   It would be great if, when the fund advisor exported the invoices tab, it showed all invoice items, quantities, etc.

   5 votes

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   1 comment  ·  Fund Advisors  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz 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. hide adjustments in donor portal

   We are looking for a way to hid adjustments - such as gifts/grants - in the donor portal as not to confuse donors. I have to believe someone has asked for this - if not, please do!

   2 votes

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   0 comments  ·  Fund Advisors  ·  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