131 results found
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Bring Fund Advisor Portal portion from Fund level to Fund Advisor level
We currently do not share donation amounts with fundholders or fund advisors; however, we are possibly implementing an affiliate program where we would consider sharing this information. It would be great if we could set who can see donation amounts at the fund advisor level instead of the fund level. If we have multiple fund advisors on a fund, we can only turn on/shut off donation amounts using "Hide Amounts" at the fund level. That means all fund advisors have the same permissions. We may want one fund advisor or affiliate to have access, while not giving another fund advisor…
4 votes -
Portal: Change Profile Content Area
Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!
9 votes -
New Portal tutorial for outside users
Please create a Portal tutorial for outside users similar to the GLM tutorial for outside users here https://support.foundant.com/hc/en-us/articles/4479853059991-GLM-Applicant-Tutorial . This would help alleviate a lot of phone calls and emails so that we can do our jobs more efficiently. Thank you.
13 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
25 votes -
Subaccounts
It would be very helpful if subaccounts could be shown in the portal on the statement of activities. Our fiscal sponsored projects are having to contact the foundation for a report with the level of detail they need. They should have the option to expand to the subaccount level on the portal.
1 vote -
E-Tickets for Events in CSuite
It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.
Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.
14 votes -
Add primary label to email and phone number on profile area of portal
"Primary Address" is labeled in the profile area of the Portal but Phone/Email are not. Suggest adding Primary to Phone and Email labels to reinforce the user may have additional contact information on file.
4 votes -
Donor Portal Logout Page
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?
27 votes -
Add Portal Content Areas for Grant History and Recurring Grants
Please add content areas in the Portal for the Grant History and Recurring Grants Secondary Navigation areas. All other secondary navigation areas appear to have this option. Thank you.
7 votes -
Grant Letters on the Portal
We are hoping to be able to use the portal to house donor's grant letters. I wish there was the ability put these letters on the portal with a mass upload instead of one-off via files and the share checkbox. Currently, if a donor wants to see their grant letter we either mail or email that letter, but we are hoping to encourage donors to use the portal more and having grant letters on the portal would be another customer service touchpoint to our donors.
6 votes -
Allow Grant Catalog content to be customized
If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.
13 votes -
From Portal - List all Fund Advisor's Funds at Top on Giving Hub
When a Fund Advisor clicks on "Donate" from the new Portal, they go to the Giving Hub and are presented with a list of their funds and promoted funds.
As of a release made in January 2025, their Private funds are listed first, followed by a mixture of their not private funds and our promoted funds listed in alpha order.
This is confusing for our fund advisors because they are not thinking about whether the fund is private or not, and it is not clear why their funds are in a mixed sort order.
Is it possible to list all…
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.
4 votes -
Add File Upload to ACH/Bank Info Section in Portal
We would like to request that a file upload option is added to the ACH/Banking information section of the portal. In addition to the button, a field is needed so that we can display what kind of information we are asking them to upload. Typically we require additional documentation for banking info and this would help to improve our process. The files that are uploaded here can go to the files on the profile. This would be amazing!
4 votes -
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 -
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 -
Grant Request Notes should create a flag in backend so we know there are special instructions on a grant request
The Allow Grant Request Notes gives us the option for fund advisors to put special instructions in as a note. However, when processing in bulk there is no clear way for the grants administrator to see that there are special instructions on that grant. They would also need to scroll all the way to the bottom to see this in the individual grant. So we have this feature turned off. We would like to turn it on, but we want to make sure that it is clear to our users in the back end that there is a special request…
1 vote -
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
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