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8 results found

  1. New Portal - Login As

    New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself. This will be a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.

    9 votes

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    0 comments  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    This was designed on purpose to follow best security protocols. A User could log into CSuite in a different browser when logging in as a fund advisor.

  2. Spendable Optional by Fund for Fund Advisor Portal

    As the new Fund Advisor portal is built out, we need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)

    This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.

    5 votes

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    1 comment  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.

  3. FA Portal Main and Sub-fund options setting

    There should be a setting that makes the any sub-funds either appear with the main fund or without it. This could be an overall Fund Advisor Portal setting.
    Currently, the fund activity shows the main fund and sub-funds added together, and the investments tab shows just the main fund information. Also, the home screen shows just the main fund information. It would be helpful for the fund advisors if there was consistency between all the tabs.
    Since we run statements separately for main and sub-funds, I think it should just show the main fund info on the main fund, but…

    2 votes

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    0 comments  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.

  4. FA Portal - ability to see voucher description

    Fund advisors, especiallly for fiscal sponsorships that have a lot of activity, would like to see the description of voucher expenses on the portal.

    3 votes

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    1 comment  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    From this point forward, please submit suggestions related to the new Portal which is releasing in live sites on 8/7/2024. From this point forward, please submit suggestions related to the new Portal which is releasing in live sites on 8/7/2024.

  5. When spendable on fund advisor portal is "0" should show as "0"

    Hi there - right now when there is a "0" spendable the "0" does not appear, only the fund balance. Please edit so the "0" is visible.

    5 votes

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    0 comments  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.

  6. "Invoice" descriptions in Donor Portal

    Campaigns with multiple ticket types/amounts are causing confusion to donors who cannot tie tickets to individuals. They can see a description if there is a charitable component (in the donation tab), but if it is a straight invoice (no charitable component), they are clueless on the ticket type. Our donors (for a golf tournament) would like to have immediate access through the portal instead of having to wait on ticket reports from staff. It would be helpful if the ticket type/name could be added to the description column in the invoice tab in the donor portal!

    4 votes

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    0 comments  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025. From this point forward, please submit suggestions related to the new Portal which is releasing in live sites on 8/7/2024.

  7. Available to Grant in Fund Advisor Portal Should Not Show a Negative Number

    With the downturn in the markets we have more funds than usual that are underwater and have no spendable income available to grant. Those funds are currently showing a negative number in the Fund Advisor Portal. This is confusing to Fund Advisors. Is it possible to update the calculations so that if the available to grant is negative it would show as a zero on the Fund Advisor Portal. Or is it possible to turn off the showing of the Available to Grant by fund instead of all or nothing?

    6 votes

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    1 comment  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.

  8. fund advisor portal summary

    It would be helpful to include the Fund Summary on the Home page of a Fund in the Fund Advisor Portal. This is especially important for advisors who may only log in quarterly or annually to make grant requests. While you're at it, show the fund's Image with the summary.

    2 votes

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    0 comments  ·  Portal  ·  Admin →
    Not Planned  ·  Holly Spitz responded

    Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.

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