23 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 -
main menu
Navigation -- it would be great if Profiles and Reports could be accessed from the Main Menu, across the top of the page, rather than only on the home page.
1 voteIt is possible to update the items in the top navigation menu. The items would display for all users for your site. Please contact support to update the top navigation bar.
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It would be nice if we could create a sub folder within the files tab
It would be nice if we could create a sub folder within the files tab
2 votesThere is an option in Files to create custom categories. These categories are a way to organize your files into like "sub folders". Here is a link to the help article: https://support.foundant.com/hc/en-us/articles/4404655959319-Files
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New Login Detected - ip address location was not correct
We moved this weekend and I received an email notification of "New Login Detected". However, the location is not correct. It is in the correct state but not even close to the correct city. We contacted Support to make sure the email was in reference to my own login and were told that the "there are many things that can change locations. ISPs will connect you to any random route so the email notification could show that you're in one place when you're really in another". If this is the case, I would suggest either not listing the location at…
4 votesImplemented 4/25/2024: Summit Idea Lab-Users: Updated the language on the email reporting a new login for users to help clarify that location is not exact.
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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!
65 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.
176 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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9 votesThis should be resolved.
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Widgets on Home Page
Live-updating "widgets" on the CSuite home page that can show info about chosen funds, campaigns, or profiles. There is a lot of wasted open space on the home page, and it would save a lot of clicking if we could select certain pieces of information to be surfaced automatically like this when we open CSuite. I imagine a button on each profile/campaign/fund page like "add to home page" that would then add the corresponding widget. A fund widget could show the balance and the last two transactions, for example. A campaign widget could show tickets sold for an event.
PS:…
3 votes8/8/2024: Site: Updated the Home page to have a personalized Dashboard or landing page. This option can be accessed by going to "Me" information where a new "Dashboard" option has been added to the left-hand menu. This will prompt you to edit your dashboard if no charts have been selected. Users can select from the list of dashboards available from: Donations, Events, Funds, Grants, Opportunity, Profile, Scholarship, and Vouchers. Dashboards can be organized in Rows and users will move items between rows by dragging the chart name. Row can be removed using the delete button to the right of each row and rows can be added by using the add row button at the top of the table.
Users can choose to make the dashboard their landing page for a more customized start to their CSuite experience by selecting the Set As Landing Page left hand menu. Any dashboard page…
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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 -
CC and BCC E-mail to attach donor correspondence
I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!
Little Green Light is an example of a CRM that empowers this.
26 votes- 12/5/2024:Outlook Integration: Added the ability for users to connect CSuite using an Outlook App. In the Me section of CSuite in the left hand menu, users will see the API keys. Selecting this menu option will bring the user to the API keys menu. Users will see the manually install or IT install instructions for the Outlook Integration. Once this is loaded in the users Outlook, they can create an API key. Select Create and add a description. This will take the user to the API key with Site, API key and API Secret. These fields will be needed in the Outlook App. In Outlook, users can search in the App Store or maybe visible in the quick menu bar. The icon will read Foundant for Outlook Integration, Add note to CSuite. Once the App is opened on there will be a Settings button. Select the settings button and enter…
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Login for Donors, without a fund.
Would be really helpful for donors, who do not have a fund, that give the foundation often had a login where they can access their giving history and tax receipts.
15 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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email history
I would like to be able to create a custom report or have a report option that showed me email history. This way, I can filter on status for those emails that were not delivered across areas within Foundant.
2 votesReleased 4/29/2024:
Reports: Added a new report, Undelivered Emails. This report is located in Reports, Create Reports, and then in the left hand column next to Profile Email History. This report is a report of all Bounced or Dropped emails in the system. This will allow users to easily identify the emails status and the response. This report contains the following columns: date sent, name, email history id, email, subject, status, and response. No permission changed with this update.
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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
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