14 results found
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New Home Page Style in Sandbox - Feedback
On the new Home Page in Sandbox, please make the headings bold and larger font. It is difficult to distinguish the headings amongst all the same fonts. Is it possible to space the rows out a bit? Everything feels very squished and a lot of empty space at the bottom. Bring back the larger heading for the quick menu, as we have in Prod now. We don't have our Company logo anymore??
16 votes -
tabbing through fields
Recently, I've noticed a change when entering gifts/grants, and I'm not sure whether it's an anomaly or a change that was made. When I tab through fields in a gift or grant entry, the tab used to only go through fillable fields. Now, the tab stops on the question marks by the field name. This almost doubles the number of clicks/tabs I need to make each entry. Any way to set this back to the way it was? Thanks!
64 votesSite: Resolved an issue when use the tab button when creating a donation, grant, etc...the tab would stop on the smart tip. This has been resolved and tab will no longer land on the smart tips.
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lcs@bermudafoundation.org
Please can we have the option to turn off charity check for international organisations that do not make grants to charities in the US.
1 voteIn Grants>Settings, select edit settings and uncheck the option to enable Guidestar. This will turn off the requirement for charity check while processing grants.
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Freeze Profile and/or Fund Name at the top of the page
when working in a fund or profile record it would be really helpful if the name was pinned at the top of the screen so that as you scroll down it is easy to see which record you are working in.
174 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
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ACH : add memo line in vouchers
It would be great to create a "memo" for checks and ACH payments as you are entering them in AP vouchers or grants vouchers, rather than wait until you are printing the checks. This would be especially helpful when we are paying as ACH payments so it would be included in the NACHA file
32 votes -
May 2023 Release Feedback - Filters
The update in the Sandbox removed the ability to load saved filters when pulling a list. For example from Profiles if you click List in the Live site you can load previously saved Filters. In the Sandbox there is no ability to load saved Filters. We have 14 saved filters set up that we use regularly. In the Sandbox you’d have to rebuild the filters.
Same for Notes, when you click "Reports" on the left menu in the Sandbox there's an error - invalid or missing note ID. We have several saved notes filters in Live that we use regularly.
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8 votesThis should be resolved.
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Smaller icons on the new home page design?
Wow, this new home page design is a lot to take in... Any chance you can make the icons smaller in the first two rows on the new home page design? I'm finding it difficult to scan across and find what I need with all of the noise.
1 voteSite: Resolved the issue of the larger icons in the System Configuration and The Profile Designations. Also, move the two horizontal menus to the bottom of the vertical menus for a better workflow.
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Release Sneak Peaks
It would be nice if we were able to submit questions about releases ahead time for the release sneak peaks. These sessions move so fast that it is hard to get your questions asked.
6 votesFeel free to email me anytime with questions. skye.weber@foundant.com I will try to include them on the Sneaks :)
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More informative titles for browser tabs
Like many folks who work on computers, I have several tabs open at once; Community Suite is a program where a multi-tab working style is well-suited. However, the title tag (what's displayed at the top of the tab window) for CS isn't very useful. All the title tags begin with "/erp/", so with a certain density of tabs, they all look identical. This is a missed opportunity to make things easier for CS users.
I'd propose a page titling system which at minimum could refer to the CS area being displayed (e.i. Profiles, Donations, etc). It would be great to…
8 votes4-19-2023: Site: Added tab titles to the webpages for donations, grants, scholarships, vouchers, pledges, promises, funds, and accounts.
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Tax Receipts
Please add an option to be able to sort in tax receipts. Being able to sort by fund or description or date would save a ton of time.
8 votes -
Move Help Area/Giant Blue Question Mark
I am hoping the giant, floating blue question mark could maybe be moved from the lower right portion of every screen to the top - sometimes it covers data that I am attempting to view on the screen. If it were right next to compass, idea lab, releases, and 9-dot all the resources would be located in the same area.
2 votesYou are able to move the help question mark to any corner of your screen. Simply select and move, you will see a green box appear as you move it to each corner.
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Increase and make Brighter fonts in Resource Examples.
When you click on the Resource Examples for the 4/17/2023 Release Notes, you are not really able to see what they are. The Grant history example under Parent/Child Org Relationship is very hard to read. The font is faded and not bold like in the live website examples. This is such a strain on the eyes. Thank you
1 voteProduct Education Team updated their information and screenshots! Thanks for your feedback.
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PDF Word grant letters
I really need grant letters to be able to be dowloaded into Word format. This is critical for me as I need the flexibility. Going to pdf only is a big, step backwards. I need the flexibility of having the grant letter in Word.
1 vote -
Field Testing Ideas Before Launching Them
Is it possible to have webinars or sandbox tests before an idea is actually launched so that we can understand how the changes will affect our work, as well as any look to our portals? I understand people can vote and take a poll in newsletters, but this doesn't really get live feedback from people. I believe it would be great to 'hear' why someone requested the change and how it could be used to help us. That information could be better obtained ahead of time so the work Foundant teams do is worthwhile and includes as much feedback as…
4 votes
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