125 results found
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export button on grant summary
In the portal, the grant summary does not include an "export" button like the grant history page does. I think adding this would allow for a consistent experience for users. Please add an "export" button to the grant summary page.
4 votes -
Portal: update breadcrumbs when tab names are changed
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'.
13 votes -
Show 'private' funds in the Foundation Fund search dropdown when in the advisor portal
Add 'private' funds to the Foundation Fund list when clicking on 'Create Grant Request' on the Advisor Portal. These funds currently don't show. We have fund holders who want to make an internal grant from one private fund to another private fund.
Also add the option to search for 'other Foundation Funds' when choosing 'Search Grantee'. An advisor should be able to search for a grantee OR a foundation fund. Currently, searching for a foundation fund is only available when clicking on the 'Previous Grantee' button not the 'Search Grantee' button.
6 votes -
Reinstate "show all fund advisors" on portal fund summary page
Before the portal redesign, fund advisors who logged in were able to see everyone who had access to a fund (e.g., if John and Jane Smith were the two advisors on a fund, either one of them could see both of their names as people with access on the fund summary page after logging in). This functionality is no longer available with the new portal layout - could a toggle/setting be added in to reinstate this feature? We've found it's very helpful for fund advisors to be able to see who has access to their fund (for example, agencies often…
3 votes -
Bringing the Login log up to date with portal login changes
With the coming changes to the portal, specifically, with the multiple paths to login (PIN or ID/PW), this would be a good time to bring the login log up to date also. Some changes to consider maybe be:
Completing the logoff field to indicate whether the logoff was via "Log off" or if the log off was due to a Foundant reset.
Consider an inactivity timeout. An hour would be a good start (an option to choose inactivity minutes would be better).
Log in and log off timestamps (log in Ts already exists).
Add information about the validation method of…
5 votes -
Set email for login and send email for password
Can you make the function that exists for Fund Advisor (legacy) available to all user logins? In this function, you can set the primary email as the login username in bulk and send an email for the user to set a password.
3 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
14 votes -
Export donor and fund advisor data in grants tab - grantee portal
In the nonprofit portal on the grantee tab, grantee organizations cant export CC giver/fund advisor data for their reporting, CRM, and acknowledgements. Add selectable options to display and export the CC donor and Fund Advisor name, address, email unless the transaction was made anonymously or the profile is anonymous.
<3 TCF
7 votes -
Improve Fund Advisor Portal Edit Recurring Grants Options
In March 2025 fund advisors gained the ability to edit recurring grants. However, they are currently only able to edit the number of occurrences and the next grant. I believe they can also end the recurring grant series. We often have fund advisors that want to edit the amount or change the interval. Although we can change it in our backend, the fund advisors often want the option to do so themselves. We also more often see a change in the amount. Currently their only option is to cancel the recurring grant series and create a new one.
2 votes -
Accents switching to ASCII Characters when put in Portal Cart
If a profile has an accent in their address etc, once it gets to the portal cart, it switches to an ascii character. Same thing happens if the description typed in by the donor has an accent in it, it also switches to an ASCII character.
2 votes -
Allow Users to Change Navigation Font and Color
The font color isn't dark or big enough, and if you want to use a dark background, there is no way to change the text to be lighter.
4 votes -
Show Fund Advisors' own donation amounts if Hide Amounts is checked on fund
In the Fund Advisor >Donations area of the Portal: only Hide Amounts for donors who are NOT linked to the fund.
2 votes -
Add Questions to Grant Request Page in Fund Advisor Portal
Could we have the option to add questions on the Grant Request page through the Fund Advisor Portal. We would like to receive more information about a request.
2 votes -
fund portal
Our foundation has an Endowment Program that is offered to our Member Congregations and Schools and we invest funds on their behalf and use the portal for them to request disbursements. I can change Tab names, however, it would be helpful if we could also customize the header on the page so it matches. For instance, we use Deposits instead of Donations and it can be confusing to them. We also don't use Grants but use Disbursements since it is their money and we are just investing it for them.
We also do not allow for Recurring Grants so I…
3 votes -
List of Fund Advisors
In the portal, a donor has asked if we can give him some way to see who is allowed to make a grant request on a fund. For example, the Fund Advisor would allow their children to make grant requests, and they want to see that list of people when he looks at this fund. Quentin said that this isn't currently a feature on the portal, but you can see the list of advisors when you look at grants that have already been created (in the grants tab).
7 votes -
Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name
Donor Portal (Fund Advisor Portal) >
Scholarship Tab >
Export >>> Add 3 columns: Grant ID, Payment Date, Recipient NameTCF
9 votes -
Create Grant Request Dropdown Arrows
On the Portal - Create Grant Request page, under "Choose from previous Grantees or Funds", can there be arrows or similar on the blank boxes so a user knows to click on the boxes to get the drop downs?
3 votes -
Content area for Interest Type on New Portal
When you select Interest Types on the new portal, there is not a content header for this section available to help fund advisors know what to do.
You can see in the attached screenshot that without a content block explaining that the user should select “Edit Information” to add their interest types, it is not clear what they should do.
Alternatively, what might be helpful is if you added something below Interest Types to explain that no interest types have yet been assigned to the profile. For example, if you displayed “None selected” this might give the user a hint…
3 votes -
Fix the Grants > Grant Summary table search function in the Portal
In the Grants > Grant Summary table in the new Portal for fund advisors, there is a search box in the top right that is supposed to filter the list of grantees.
However, at least on Edge, the search box isn't working correctly. When I enter a term in the search box, the entire table is instantly emptied of results, as though none matching my query could be found--even when I search for a term that is clearly visible on the first page of grantees. Pressing Enter after typing my search term has no effect. Deleting my search term, or…
3 votes -
Hide Memorial/Tribute Amounts not working on new Portal
In the new Portal, I noticed that if a donation is marked as a memorial/tribute, the amount is hidden in the contributions tab, but it is still showing in the detailed drill down of an individual contributor. It also shows the amount in the fund summary tab graphs. In the old fund advisor portal, memorial/tribute amounts were at least also hidden in the detailed drill down of an individual contributor. The old portal still showed the amount in the fund summary tab graphs. It would be wonderful if at the very least the new Portal had the same functionality as…
3 votes
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