128 results found
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Customize additional buttons in grant request of portal
We would like to see the option of adding customized buttons with drop downs on the make a grant page of the portal. We would like to add buttons to allow donors to choose special funds we use for regional granting without searching or to choose something like declining ATS for the year with one click.
Having the ability to add buttons and drop down options would serve customer needs with less keystrokes and allow our messaging to direct them to the button rather than a list of steps to take to find what the button would allow.1 vote -
Customizable Dashboards for Fund Advisors
Ability to show where we are with raising the funds of each need (a thermometer?). Needs ability that when a donor makes a recommendation via email or phone call that the dashboard updates to show the meter with the new recommendation.
3 votes -
Donor Advisor Portal
My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…2 votes -
Add a Documents/Resources tab to the new Donor Portal
Could you please add a Documents/Resources tab to the new non-Fund Advisor portal. We would use this tab to post announcements and news of our initiatives that these donors may not see otherwise.
2 votes -
Fund Advisor Overview
For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?
1 voteThere is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal
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Fund Drop Down Color
CSS suggestion - could the color coding of the Fund drop down box be different than the content? If you make it anything other than white or a light color, the fund drop down box gets lost.
1 vote -
Event campaigns - adding fund advisor ability to view in portal
Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.
11 votes -
Portal / Dashboard: for campaigns
Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.
3 votes
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