1118 results found
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dashboard filters
So excited for the dashboards .
We would live to be able to filter by
1. Divisions (check Box so we can grab more than one division at a time)
2. Funds - multiple (check Box )
3. Fund Group - possibly multiple (check Box)12 votesReleased 1/4/2024: Enhanced Dashboards to have Custom Report Filters. Users will now see a Filter hyperlink at the top of a Dashboard. Once filter has been selected, users will see a list of Custom Report Filters that are available to apply to the Dashboard. Current year will be a default filter for dashboards. If a graph does not populate once a filter is applied, the filter may not pertain to that graph. You can remove the current year date filter and apply a new date range by adding a new filter.
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Commas should be in ALL numbers
There are many posts about commas being included on reports and various fields but there are still many areas where commas are still not appearing in numbers....VOUCHERS being one of them. We are working with very large numbers at the end of month. It is difficult to be sure you have entered something correctly when there are not commas in the field. See the attached screenshot of the field where the number should be 13,767,068.59 but appears as 13767068.59. This should be a systemwide standard that there are ALWAYS commas in numbers. we should not have to keep pointing out…
77 votes05/18/2023: Vouchers: Added commas to the input and display fields on vouchers/statement vouchers. This will help clients when inputting vouchers to verify data.
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Fund Image needs to be included on Donation Page
While the fund images are on the main giving/listing page, they disappear when you get to actual donation page for said fund. We really need that to be included there. As it stands the giving page is bland and unwelcoming, not modern and bright like many other giving platforms. Until you reach that stage of design, could you at least have the image (if there is one) on the donation page? How about bold and enlarge the Fund Name? Put it up with/match size of the "donation" line.
56 votes -
Number of profiles in campaigns
The new campaign update no longer shows how many profiles are in the campaign. I think this should be added back.
27 votes06-22-2023- Campaigns: Added a number to indicate how many notes, files, profiles, tickets are in a tab.
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Need Options for Household Choice on Donation portal
It would be helpful to have options for the new household choice on the donation portal --
EITHER an option to provide guidance on what to include in the household name (we have found that people are just entering the last name with no first names and we always include first names with the last name on the household).
OR the option to disable the household option on the donation portal. We are finding this is not really saving us much time. What we found in the past, when people wanted the donation to show both names, they will add…
8 votesThe following enhancement was released on 10/18/2023: NOTE: This must be enabled in Donation>Settings to allow online donations from a Household.
Donations: Added a new setting for Donations. This will allow clients to enable the Household giving option on the Donation Portal. This will be a new Setting labeled: Enable Household Giving. Clients will need to enable this option for the Household Radio button to appear on the Donation Portal.
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Bulk remove profiles from a campaign
The latest update has removed the capability to add a filter and remove profiles (in bulk) from a campaign. I utilize this to clean up every mailing list/event list to catch those that may have been brought in that are inactive/deceased/do not mail or if I only want individuals/households and not organizations (for example).
25 votes4-24-2023: Added the ability to bulk remove profiles from a filtered list.
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Donation page enhancements
It would be great to have a streamlined donation page that has a customizable heading and intro text and also has a dropdown of funds rather than a long list of funds. It would also be nice to have the user be able to input their contact and billing information on a single page or at least fewer steps than it takes now to donate. The easier the donation experience for users, the more likely they'll donate and finish their transactions.
4 votes -
Exclude prefix from profile search
I want to be able to search by "Smith, Joe" without having to type in "Smith, Mr. Joe". The profile search used to let me put in "Smith, Joe" but since the latest update it no longer does, and when you are trying to link a profile or search for profile from donation page it doesn't ignore prefix there either. I don't always know whether the person is a Ms. Miss, Mrs. etc, so it consumes time looking through the list for the correct profile.
31 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
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Donation Page says "show all funds". It should say "show additional funds"
At the bottom of the donation page the link to show additional funds says "show all funds". We do not make all of our funds accessible for online donations. Please update this language to say "show additional funds".
5 votesThe label to show all funds has been changed to Show Additional Funds in the New Donation Portal. This must be enabled in Styles. Please refer to the help article titled Donation Portal for additional information.
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Profiles - May Release Feedback
For the new look on Profile, the Details tab should be the first tab (not the 3rd tab) and the default tab open/highlighted. Then Relationships, Engagement, Files and Notes.
Designations: Those that are enabled, should all display at the top (currently the list is static, so there could be some designations that do not apply and then some that do apply). Confusing to look at.
Custom Fields: Should align directly under the Details box or the Phones box. Right now there is a bunch of space between Details and Custom fields (when you have address, emails and a bunch of…
17 votes -
ALL funds to show in the drop down-list, instead of ONLY Promoted funds
Fund Advisors cannot submit internal grants to other funds unless the receiving fund is being promoted.
We would like Fund Advisors to be able to submit internal grants to any fund, but we do not want to promote all funds.2 votesThere is a settings option in Fund Advisors, Show Non-Promoted Funds that can be enabled to allow Fund Advisors to see all funds (unless they are marked private).
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profile tabs
Now that Relationships, Engagements, Files, and Notes are hidden behind tabs, it would be helpful if there was a way to tell if there was data in those sections WITHOUT having to click on them (e.g., If there are no Notes, the tab could be grayed out, or if there are notes a number in parentheses to indicate how many notes exist.)
17 votes- 6/22/2023:Profiles: Resolved an issue with case sensitivity not applying with editing addresses on a profile. Added a number to indicate how many notes/files are in a tab. Added website to the profile merge.
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Grant "request" tab
It would be most helpful to see notes to staff when viewing listed grants on screen. Some notes include details needing immediate attention in regard to the timeliness of processing the grant recommendation. As of now, the only way to see these notes is by selecting each one individually and checking to see if there are any notes. Even when a report is created, it does not include all notes for some reason. And the report only applies after the grants have been moved to the New bucket.
1 voteThis was released on 2/28/2024:
Notes: Added the ability to share a note. When adding a note, users will see a new checkbox: Share. This will allow users to share a note with the different personas on the Portal. This functionality is complete in the backed of CSuite but NOT completed on the Portal. Currently, if a user shares a note on a grant it will display on the the grant record in the Fund Advisor portal, but no other notes will appear in the Fund Advisor Portal.
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Grant: Allow files to stay attached with recurring grants
Recurring Grants
We have the option to save a file attachment to a recurring grant that is created. However, the attachment does not merge/carry over once the grant is created. It only remains on the recurrent grant, which is not helpful when the documentation is needed on the individual grant level as well. Please consider allowing important documents to be attached with grants that are created from the recurring grant list.
39 votes2/14/2024: Grants: Added new functionality to Recurring Grants that will copy attachments from the Recurring Grant to the new grant that is created.
No Permission Changes.
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Add a column to 'Profiles> List by Date' to show if the profile was created by online checkout
Add a column to the Profiles> List by Date report so it shows whether the profile was created via the online checkout or created manually.
18 votesCreated date is now a column in the Profile list view. A User could also create a profile report with a created_Ts filter. A relative date could be used and the report could be emailed weekly, monthly, etc.
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lee.omer@jcfmontreal.org
Creating a dropdown list for a fund advisor to choose among all other advisors who the GRANT ADVISOR should be for a grant created on the portal. In other words, the fund advisor logging in with his own profile is submitting a grant on behalf of another person listed on the fund who has a different profile.
2 votesThere is an option in a Fund record to allow additional advisors. This is found in a fund record, under the settings tab. This can also be done in bulk. Here is a snippet from the Fund help article: Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors. This does not need to be selected to have more than one fund advisor setup on a fund.
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NEW CHECK WORKFLOW: Print Grant Checks in Alphabetical Order
It would be great to have the grant checks go back to printing in alphabetical order. Or at least have an option for us to choose how we would like to have the checks printed. With the checks printing in order of the grant IDs, it is making it very difficult to sort or find certain checks in the stack once printed.
38 votesReleasing 2.6.2023 Checks: Resolved an issue with check not printing alphabetically. Checks will now print alpha by vendor, vendor voucher date, voucher id. Added the ability to disable grant letters per check batch, using the checkbox Do Not Attach Documents. This will not attach grant/scholarship letters, but still allow clients from the grant document bucket to print, email, download letters in bulk.https://www.loom.com/share/f8a1ad5e10fc4e4da85ee17846d0a575
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NEW CHECK WORKFLOW: add fund to the table when selecting voucher for check processing
New Check Process: IMPORTANT - the columns no longer show the FUND the checks are being written from. This could cause major errors for us. We easily know which checking account to use based on the fund of the check. Please add this column back to the PAY VOUCHERS area!
33 votes -
Donors dashboard - add drilldown to profiles in data
Hi, Donors dashboard is fantastic. It would be nice if the number of donors, new donors, lybunt, and sybunt is active. We will have the list of donors' names and profiles, or other reports when we click on the number.
18 votes- 11/21/2023: Dashboards: Added drillable fields to the remaining dashboards: Opportunities, Campaigns, Grants, Grantees, Vendors, Vouchers, Scholarships, Students. Users will now be able to drill down from the charts, graphs, and number to see the custom reports from where the data is populated. Users will see that the mouse will turn into a pointer on the fields that are drillable.
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New Profile Look/Notes
With the new look of Profiles, we're suggesting that the Notes Tab have some kind of notification to alert you that a note or notes exist. It used to be readily visible below. Now you're forced to open every single tab to get an accurate account of the profile. Maybe show a number on the tab of how many notes are there or possibly change the color of the tab to alert someone to check the tab.
15 votesThere is now a (#) in parentheses when a note (or file) has been added.
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