34 results found
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New Release - Alert of Grant Request not submitted on FA Portal
The new "cart" feature for Fund Advisor Grant Requests in the latest new release in the sandbox is nice. However, it seems there could be a possibility that a fund advisor has multiple grants sitting in the "cart" and not realize they need to go further to actually submit them. If they try to logout with unsubmitted grant requests, there should be an alert to the fact they have not submitted them.
34 votes- The following was released yesterday to update the Fund Advisor cart workflow: Fund Advisor: Enhanced the Fund Advisor area to have a new left-side menu called List Carts. This new menu will display any fund advisor grant request that has been created but not yet submitted to the foundation. This table will display the created date, fund advisor, Fund/Org, Amount, Grantee, and the Description of the a grant request. On the Fund Advisor Portal, we have updated the menu above the unsubmitted grant request to Unsubmitted Grant Request. The button for the cart option has also been updated from Review to Review and Submit Grant Request, to help the Fund Advisor process the cart. On the Review screen, Fund Advisors will now see the grantee's primary address as a quick way for them to confirm that they have selected the correct Grantee. If the Grantee is creating from Guidestar from…
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Selecting the Fund Advisor to be recognized for Grants submitted on the Advisor Portal
When an advisor is using the portal to submit a grant, there should be a dropdown list to choose who should recognized for the grant among approved advisors for the fund.
**This would be helpful for a child managing his parents fund or an assistant entering grants on his boss' behalf.6 votesThere is an option in a Fund record to allow additional advisors. This is found in a fund record, under the settings tab. This can also be done in bulk.
Here is a snippet from the Fund help article: Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors. This does not need to be selected to have more than one fund advisor setup on a fund.
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ALL funds to show in the drop down-list, instead of ONLY Promoted funds
Fund Advisors cannot submit internal grants to other funds unless the receiving fund is being promoted.
We would like Fund Advisors to be able to submit internal grants to any fund, but we do not want to promote all funds.2 votesThere is a settings option in Fund Advisors, Show Non-Promoted Funds that can be enabled to allow Fund Advisors to see all funds (unless they are marked private).
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lee.omer@jcfmontreal.org
Creating a dropdown list for a fund advisor to choose among all other advisors who the GRANT ADVISOR should be for a grant created on the portal. In other words, the fund advisor logging in with his own profile is submitting a grant on behalf of another person listed on the fund who has a different profile.
2 votesThere is an option in a Fund record to allow additional advisors. This is found in a fund record, under the settings tab. This can also be done in bulk. Here is a snippet from the Fund help article: Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors. This does not need to be selected to have more than one fund advisor setup on a fund.
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Would like ability to change Fund Advisor to NOT primary
Currently, once a fund advisor is made Primary, it's not possible to de-select them as primary. Seems like this could be a check box like the other Permissions, rather than a button.
56 votesThis is already possible, as long as there is more than one fund advisor on the fund. If there is only one fund advisor it is the primary. It is a radio button since only one fund advisor can be primary.
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Add field of First_Name to Fund Advisor Content for Advisor_login_email
Rather than Dear {name} which populates the donor first and last name, can you add a field list and make first name be an option so we could change to Dear First_Name? We change this every time we send the fund advisor email to a donor. It appears so much more personal than first and last name.
8 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
Add Grant ID as Merge Field on Advisor_request_confirm_email_body
We would like to have the Grant ID included in the email that is sent to the Fund Advisor confirming that we received the Grant Request. Is that a possibility?
5 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
More Information Provided when Fund Advisor Account is Locked
When a fund advisor enters an incorrect password more than the number configured in Settings, their account is locked. The error message simply reads "Account locked out" with no instructions for what steps to take to resolve the problem.
At this point, I would think that the lock would require them to contact us to unlock their account before allowing them to login again. However, they can login if they reset their password.
If they do reset their password, the account is STILL LOCKED. If they do not contact us to unlock their account, they have to reset their password…
3 votes9/22/2023: Fund Advisors: Resolved an issue with Fund Advisors being locked out, but the forgot password will still require the foundation to unlock their account. Fund Advisors reset password email will now unlock the Fund Advisor once they select the reset password link and reset their password.
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Fund Advisor Portal: Allow Show History be an Individual Fund Setting
We like the History Charts displayed on the Home Page on our Fund Advisor Portal. However, because we are using SLM for our Hardships Funds, we would like to disable these charts for our Hardships funds because it is confusing for them to see their hardships grants listed as "Scholarships" and their hardships recipients listed as "Students".
We would like the option to turn on History on a Fund-by-Fund level.
4 votesThere is a current option in a fund record titled "show history on portal". This can be disabled on a fund by fund basis currently.
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Fund Advisor Content - donation notify message
Fund Advisor Content currently allows us to edit messages addressed to them for grant requests and grants submitted. I am surprised that we cannot currently target them with donation messages.
From their POV, it is confusing to receive a message intended for the donor. A donation_notify message in FA/Content could allow us to communicate donor fields such as donor's name, address, email, tribute, etc. as well as "the donor has been provided with a charitable gift receipt, but we encourage you to send a note of appreciation."
3 votes -
FA Donation Notification - add email address and phone number to content
Greetings,
Regarding the donation notification that fund advisors can receive for funds they advise each time a donation is made, can the email notification be customized to also include the contact information of the donor, like their email address and phone number?
Warm regards,
Tess5 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
Fund Advisor Portal - Grant amount on 'Home' vs 'Grants' tab
The 'Total Grants' amount on the Home tab differs from the total of the grants show on the 'Grants' tab because the 'Grants' tab includes scholarships and the home tab 'Total Grants' does not. Would like to see those amounts match for the Fund Advisors
15 votes05-11-2023- Fund Advisor Portal: Added the Scholarship and Top 10 student graph as a separate graph on the fund advisor portal. If the Show Student Data is not enabled, the student name will display as anonymous on the chart displaying for the fund advisor.
Funds: Added the Scholarship graph as a separate graph on the History report on a fund.
- Fund Advisor Portal: Added the Scholarship and Top 10 student graph as a separate graph on the fund advisor portal. If the Show Student Data is not enabled, the student name will display as anonymous on the chart displaying for the fund advisor.
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joelle.mamane@jcfmontreal.org
Can we mass disable some of the tabs from being available?
We currently have to disable many individually as we add the advisors.2 votesHere is the support article for how to control those tabs in bulk: https://support.foundant.com/hc/en-us/articles/4405178618519-Bulk-Edit-Fund-Advisor-Settings
Please feel free to reach out to support or success with additional questions.
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Please add a Donor Portal Footer
Please provide a content option to put contact information and links for help at the bottom of each page, as is customary on virtually all websites. The only option I see is for the top of the page.
1 vote -
"shopping cart" type of grant requests (making multiple grant requests in one submission.
Allow donors in Portal to use a "shopping cart" type of grant requests (making multiple grant requests in one swoop). Currently, our clients have to fill out one request a time or do it offline.
10 votes6/7/2023:Fund Advisor: There is a new enhancement that will allow a foundation to enable a cart option for grant requests. If the Fund Advisor Cart functionality is enabled, the fund advisor will receive one email for the entire “cart” of requests. The can be enabled for all fund advisors by selecting the check box Fund Advisor Cart in Fund Advisors>Settings>Edit Settings.
Permissions: No permissions changed by this release.
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Fund Advisor Grant Notifications when a grant request is submitted
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.
43 votes6/7/2023: Fund Advisor: In order to allow additional customization, new content blocks have are available to create content headers for each of the tabs on the Fund Advisor Portal. The new content blocks can be found in the Fund Advisor Content menu. The new content blocks are HTML compatible.
Permissions: No permission updates with this release.
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Multiple Grant Recommendations and Saved Grant Recs
It would be great if funds advisors could submit more than 1 grant recommendation at a time AND have the ability to save grant recommendations in the portal to come back to at a later time.
3 votes -
joelle.mamane@jcfmontreal.org
Grantee selection on donor portal
Can we disable some grantees from being available for grant selection on the portal?1 voteHere is the support article for setting the fund advisor tabs in bulk: https://support.foundant.com/hc/en-us/articles/4405178618519-Bulk-Edit-Fund-Advisor-Settings Please reach out to support with additional questions.
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donation notify email
Currently there are 5 available fields for this email to fund advisors as far as I can tell. When they go out, the donor name is last name, first name and it looks odd to me. Is there any way to have that changed to donor's full name
Donationnotifyemailbody
Text for the automatic email a fund advisor receives when a donation is posted to a fund they advise, when Donation Notify is enabled in the fund advisor record.
Default site custom content: This is a notification that DonationID {{donationid}} was received for {{fundname}}
Donor: {{donor…3 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
fund advisor - grant notification email
Currently how the system is set up is that one email PER grant processed goes out to the fund advisors of the fund. We have many funds that make multiple grants out of their fund at one time, resulting in them receiving a number of confirmation emails.
Could the system be set up so that it only sends ONE email with all of the details of the grant(s) processed?
5 votes6/7/2023:Fund Advisor: This enhancement allows the foundation to enable the ability for their fund advisors to receive an email confirming that they have submitted a grant request online. There is a new check box at the fund advisor level called Request Confirmation Email. The foundation can chose to enable this for all fund advisors by selecting the check box Advisor Request Confirmation Email in Fund Advisors>Settings>Edit Settings. There is also a new content area for the Advisor_request_confirm_email_body.
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