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  1. I know that Login As was intended to bounce the user out of their own CSuite login when used; however, I would ask that you reconsider this approach. From a Customer Service perspective, this is a nightmare. We most often use Login As when on the phone with a Fund Advisor (and now could be anyone with portal access), to help them troubleshoot either getting into the system or working with the system. If we then have to answer any questions that require us to be logged into CSuite ourselves, the portal user has to wait while the customer service…

    48 votes

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    Proposed Idea  ·  7 comments  ·  Portal  ·  Admin →
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  2. Is it possible to show the donations of linked households on the donor portal? Our Foundation processes donations from the household, however users login under their individual profile. It would be great if donors could see donations from their household as well as their individual profile.

    34 votes

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  3. We really would appreciate the ability to show closed fund activity on the portal. It’s often extremely important for our donors to see historical information, even when a fund is no longer being used. If closed funds can’t be shown there, could CSuite provide an ability to merge Funds, similar to the ability to merge Profiles?

    Let me provide a little background: Our foundation’s process is to close a fund when the type of the fund changes (i.e. passthrough to endowed). Being able to show the history of the gifts/grants in the fund advisor portal would allow our fund holders…

    25 votes

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  4. Consider adding Donation Comments/Donation Notes to be visible under the Grantee and Fund Advisor tabs (similar to how they are now available on the donor tab).

    The Donation Comments/Donation notes were recently added to the donation portal, but we find the larger use case is for the Grantee and the Fund Advisor to see the Donation comments in their portal tabs. Without this, they are missing important context and have to be interacted with manually by our staff to continuosly provide this information.

    23 votes

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  5. Please create a designation/tab for Board Members. We would like to have a way to connect with our Board members in ways other than email. We could share documents and we would love to be able to collect electronic votes. We currently do this via email, but would love to do this through the portal.

    30 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  6. In the Fund Advisor portal, on the Grant Request form, there is no indication (such as with an asterisk) which fields are required, so a user must click the submit button before they are advised which fields are required. It would be nice if required fields could indicate they were required when the form is first loaded.

    19 votes

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  7. Reposting with more clarification-

    We need the ability to style Affiliate/SO Portals on the back end, previously this was in the "Donor Portal Fund" section of styles (see attached screenshot). Currently, all of our affiliate/SO funds will lose their specific branding if we enable the new Portal enhancements. We consider this a priority to move toward the new portal to ensure our partner funds/foundations are properly identified to their stakeholders.

    18 votes

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  8. Include donations advised by the donor in the 'My Donations' tab on the portal. Without it, donors are not seeing their true complete giving history.

    15 votes

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  9. Currently, when a Fund's spendable balance is $0.00 it does not show on the portal. It would be helpful for Fund Advisors to know their spendable balance has been exhausted.

    15 votes

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  10. If an image exists on a fund in CS, provide the option to allow this image to appear on the fund in the portal instead of the default icon. Also provide the option to not have an icon or an image appear on the fund in the portal.

    12 votes

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    1 comment  ·  Portal  ·  Admin →
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  11. Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.

    15 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  12. When a tab name is revised in Portal Setting, have the 'breadcrumbs' on the portal reflect the new name and not the original hardcoded tab name. Example: if revise Nonprofit Directory tab name from 'Directory' to 'Index', would be great if breadcrumbs back to previous pages reflect 'Index'.

    10 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  13. Donor Portal (Fund Advisor Portal) >
    Scholarship Tab >
    Export >>> Add 3 columns: Grant ID, Payment Date, Recipient Name

    TCF

    9 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  14. We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.

    Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…

    8 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  15. In the new Fund Portal, users have expressed several issues with navigation and confusion because of a lack of information:

    1. When in a specific page on the fund portal, the tab is not highlighted, nor is the text emboldened, in the left-hand menu to reflect what page they are on.
    2. Add a logout button in the top menu options without clicking through to profile.
    3. Add customizable text options to the Profile page - we currently don't allow users to update their contact details while we are merging profiles on the back end. We want to add text to let them…
    9 votes

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    0 comments  ·  Portal  ·  Admin →
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  16. Pool of Investments would be a nice field to have on the portal as it would show the current cash balance. Is there a way to pull asset balances (specifically investment pool figures) in as a new field on Fund Summary? Current Balance accounts for pledges receivable and grant payables - so for funds that have receivables or payables, Current Balance doesn't reflect what's actually in the fund (from a fundholder's perspective).

    8 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  17. True multiyear grants that are approved once and paid out over several years do not show up in the grant summary table (grant tab of the Grantee designation) until the final payable is paid out. After the final payment, the entire grant amount is shows only in the approved year, which could be serval years prior. Now that this table is also shown in the Grantee portal, it provides an incomplete picture of the yearly grant summary when multiyears are involved, and causes customer confusion when the entire amount suddenly appears years in the past.

    Please consider showing each payment…

    9 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  18. Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,…

    6 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  19. Seems many of us are having problems with people leaving things in the cart, rather than actually submitting them.

    A very quick suggestion that may solve some of the problem: Instead of having the button on the Unsubmitted Grant Requests read "Review and Submit Grant Requests" why not rename the label to simply say "Review Grant Requests." Many of our donors have told us that they thought it was one action and that by clicking it, they had reviewed AND submitted it.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  20. I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?

    13 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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