63 results found
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Limit Profiles that can Login to the New Portal
We are enabling the new portal for Fund Advisor only for now. However, the portal does not LIMIT access to the portal to just Fund Advisor.
The portal currently allows anyone with an email address associated with a profile in our system to use the primary email and a pin to get into the portal and manage their contact information.
Is there a way to detect if the email entered is in our system and does NOT have a designation associated with an area we have enabled on the portal and then display a message that can be customized by…
29 votes3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that "If…
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Fix Mobile View for Portal
I just logged into my personal Donation/Fund Portal using my Google Pixel 8 and it does not look good. Many of the fields are overlapping and cannot be read properly. Please update/modify for responsive use, it's not built taking this into consideration.
39 votes3/7/2025:Portal: Updated the default Portal template by adding mobile responsiveness through CSS. This update ensures a better and more optimized viewing experience for users accessing the Portal on mobile devices, improving the overall online presentation and usability.
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Household Donations on Donor Portal
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.
58 votes2/815/2025: Portal - Portal Options - Portal Settings - Donor: Added new settings for the Donor page in the portal to display household and/or advised donations. With the Show Household Donations, a donor can view their individual donations and the household's donations. They will not be able to see any other household member's individual's donations. With the Show Show Advised Donations, a donor can view their individual advised donations.
Portal-Donors: Added Household and Advised columns to the donation listing. This will allow donors to see if a donation is an advised donation or a household donation, if the setting is enabled in Portal Settings-Donor: Show Household and Show Advised Donations. These columns were also added to the export.
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Enable new donor portal = disable legacy portal
We would love to have the option to disable the legacy portal when we enable the New Donor Portal. There are many issues with both of them being live at the same time, including how the content for the Portal maps to both portals. We put detailed instructions for fundholders in the content area and now the Legacy portal is incredibly unprofessional because the instructions are wrong. While we hope none of our fundholders navigate to the Legacy portal, we suspect many of them have the URL bookmarked on their computer. It's not a good look for us and we…
34 votes- 10/25/2024: Portal Options-Portal Settings: Added a Redirect Legacy Fundadvisor Portal Login option on the Settings table. This will allow organizations the flexibility to work setup of the Portal and redirect the fund advisors to the new login when they are ready to start using the new Portal pages.
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Remove Portal access for all
EVERY profile with an email address in CSuite is able to access (via a PIN) or to be seen in the new Portal by someone else with the same email address, regardless of whether they have a Designation that you are allowing access. This is causing a variety of issues and we very strongly think the Portal needs to be re-programmed to remove this access for any email address.
Here are some specific examples of issues arising from this new design:
One of our users has a Household profile from a personal donation which uses her work email address. That…
10 votes3/12/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that…
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Closed Funds - Displaying Activity on the Portal
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…
30 votes2/6/2025:Portal - Fund Advisor: Added an new setting to display closed funds on the portal. This new setting can be enabled in Portal Options>Portal Settings>Fund Advisor>Edit Fund Advisor. When enabled, a logged in fund advisor will see funds that are closed. On the main fund page, closed funds will display with a "closed" label in red. When the closed fund is selected, there is a display at the top of the fund summary page "This fund is closed".
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Show $0.00 Spendable Balance
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.
28 votes2/6/2025:Portal Options - Portal Settings - Summary Options - Display Spendable balance (if Hide Spendable is not enabled) as 0.00 if spendable balance is null.
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Indicate Required fields on Grant Request form
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.
24 votes1/29/2025: Portal - Grant Request: Add visual indication of required fields.
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Filtering in portal reports
We would love to be able to filter the reports available in the new portal (without having to export it into Excel and then filter). This was a functionality available in the legacy portal that does not look to have transferred over
22 votes3/4/2025:Portals: Added the ability to filter the data tables on the portal by a data range. Using the Search bar will still allow for additional filtering. This button replaced the reset button. Users can still adjust the columns on the pages.
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donation comments
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.
24 votes1/29/2025: Portal - Grantee: Updated Grant Donations section to display donor email address under mailing address and added donation comments when a user drills into the Grant ID for a pass thru donation. Recognition Name, Donation Comments, and Tribute name will now display together in the Details column.
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"Back End" Affiliate/SO Fund Advisor Portal Styling
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.
23 votes- 1/30/2025: Styles - Portal: Added an option to create a style for a for an affiliate group. In Styles, select Add Style then select Portal Affiliate Style. This will apply to the affiliate org and related funds. There is not an option to style the login page for the affiliate.
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Portal: Include advised donations in "My Donations" tab
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.
21 votes2/15/2025:Portal - Portal Options - Portal Settings - Donor: Added new settings for the Donor page in the portal to display household and/or advised donations. With the Show Household Donations, a donor can view their individual donations and the household's donations. They will not be able to see any other household member's individual's donations. With the Show Show Advised Donations, a donor can view their individual advised donations.
Portal-Donors: Added Household and Advised columns to the donation listing. This will allow donors to see if a donation is an advised donation or a household donation, if the setting is enabled in Portal Settings-Donor: Show Household and Show Advised Donations. These columns were also added to the export.
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Option for Admins to approve portal logins with emails
Rather than just letting anyone with a primary email in the system be able to log in to the portal, it would be nice if that was more of a request to login. The user could enter their email to login, but then the system sends an email to an admin at our organization to approve the login and grant access. This would allow us to confirm the profile associated with that email will provide them (and their household/individual/org profiles) the appropriate access.
5 votes -
Donor
Reviewing the portal updates. I had noticed on the left hand side the 5 options, Fund Summary, Gifts etc. Is it possible the visibility of the options could be improved? Making the colour darker or more prominent? To ensure everyone can easily see them. Thank you.
6 votesUsers can use customized HTML in the style object or update the colors and then apply to the style.
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Portal Field Customization
Currently we are unable to customize fields at the top of the portal (fund balance, spendable balance, cash available, etc). It would be nice to be able to customize these fields to reflect language that our donors are acquainted with. Please allow for the customization of these fields in the portal.
4 votes -
aallieri@cfpbmc.org
Add checkbox 'portal access' yes/no on profile email field to resolve issue of multiple profile selection boxes appearing on the new advisor portal before the advisor can access their funds due to having the same primary email on multiple profiles.
7 votes3/11/2025:Login: We have implemented an update to the portal login process to enhance security and provide more controlled access based on profile designations. This change significantly improves security by limiting who can log in with an email and controlling which profiles are visible to the user. The enhanced login flow helps ensure that users only access profiles relevant to their designated roles. The email login method is now limited to profiles that have a designation enabled for portal access. If the email entered is not associated with any profile, no pin will be sent to the user. If the primary email on the profile does not have a designation enabled for the portal, they profile will be taken to the profile page. If the email is valid, but does not match the expected criteria, the user will be directed to the “Enter your PIN” page. The messaging will clarify that…
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Date Range for Donation and Grants Tab - New Portal
The users should be able to identify the date range that they want to see the Grant History or Donation History for, and to be able to export the results of that date range. We have users who only want the past year or past quarter results to download and right now they are not able to self-serve this way. We have to provide a specific report to them. The new portal should allow users to identify date ranges for the information they need.
21 votes3/4/2025:Portals: Added the ability to filter the data tables on the portal by a data range. Using the Search bar will still allow for additional filtering. This button replaced the reset button. Users can still adjust the columns on the pages.
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Donation comments viewable to Fund Advisors
Donation Comments/Donation Notes to be visible under the Fund Advisor tabs (similar to how they are now available on the Grantee tab).
The Donation Comments/Donation notes were recently added to the Grantee portal, larger use case is for 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.
4 votesThis can be set for fund advisors under Portal Options<Portal Settings Fund Advisor Tab<Show donation comment(in the top box)
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private on funds
When a fund is marked 'private' to not show in the fund listing on the donation portal, still allow for the fund to be granted from in the fund advisor portal.
We have fund holders who would like to make an internal grant from one of their 'private' funds but aren't given this option because the fund is marked 'private'.
Please unlink the ability to request a grant from a 'private' fund on the advisor portal from the 'private' indicator on the fund as it is still desired to not have the fund appearing on the donation page fund list.
5 votesThis was released on 1/27/2025:
- Portal - Fund Advisor: A logged in fund advisor will now be able to donate to a private fund when selecting donate from the Portal. Private funds will display in alphabetical order before promoted funds.
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Change State Search in Portal to Table
When you search for an org on the portal in the GrantReq tab using the name of the org and the city and state, but type out the state name, it does not show any results. You have to format the text field as the two digit code (OH, VA, etc.) not the name (e.g. Ohio, Virginia, etc).
Can this state field be changed to a table rather than text field? Or can it be inclusive of both state codes and states spelled out so it's user-friendly?
Thank you! - TCF
10 votes1/29/2025: Portal - Grant Request - Search Grantee: Allow the input of a full state name or abbreviation in the state field.
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