1127 results found

1. profile type

   Is there a way we can select a Profile Type and add profiles to that type instead of having to go into each individual profile, edit and add the Profile type?

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   Implemented  ·  0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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2. Smaller icons on the new home page design?

   Wow, this new home page design is a lot to take in... Any chance you can make the icons smaller in the first two rows on the new home page design? I'm finding it difficult to scan across and find what I need with all of the noise.

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Site: Resolved the issue of the larger icons in the System Configuration and The Profile Designations.  Also, move the two horizontal menus to the bottom of the vertical menus for a better workflow. 

3. grant dashboard

   The new dashboards are excellent. Are there plans to create a Grants dashboard similar to the others? If so, I would like to suggest it be filterable by Fund Type, Service Area, date ranges, and grant type. This would be very helpful for board reporting and analysis of grant activity and trends.

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/2/2023: Scholarships:  A default dashboard has been added to the left side menu option in Scholarships, Students, Grants and Grantees.  All data in this dashboard populates based on the Scholarship Award Date and Grants will populate from Grant Date.

   Permissions:  Dashboard permission has been added to Scholarships, Students, Grants, and Grantees.  These permissions are enabled for the Admin group.

4. Profiles-May Release-more feedback

   Is it possible to have the Create Voucher, Create Grant, Create Donation on the Details tab in the left hand menu without having to first click on a Designation? Getting to have too many clicks to navigate to needed screen.

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   Implemented  ·  0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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5. Inactive profile should not allow you to process any transaction against it. (Gift or Grant)

   When a profile is marked INACTIVE, you should not be able to cut a check or a grant or post a donation. We had a grant check go out in error to an inactive profile. At the very minimum there should be a warning that you are processing on an inactive profile. FIMS did not allow you to have transactions pushed through on an inactive record.

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   4 comments  ·  Profiles  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

   Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

   For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

   Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

   Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

   The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

   When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

   Permissions: No Permission updates with this release.

   5/3/2023: 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… more

6. Fund Advisor Portal: Allow Show History be an Individual Fund Setting

   We like the History Charts displayed on the Home Page on our Fund Advisor Portal. However, because we are using SLM for our Hardships Funds, we would like to disable these charts for our Hardships funds because it is confusing for them to see their hardships grants listed as "Scholarships" and their hardships recipients listed as "Students".

   We would like the option to turn on History on a Fund-by-Fund level.

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   0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   There is a current option in a fund record titled "show history on portal".  This can be disabled on a fund by fund basis currently.

7. Opportunities - Column Sort functionality is not working

   The columns in each of the buckets have the ability to alpha sort (or largest-smallest), but it does not work--or seems to only work randomly. It takes several clicks to actually get the column to sort alpha or reverse alpha. If they are not supposed to be sorted, please remove the sort icon at the headers.

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   1 comment  ·  Opportunities  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Yes thanks Julie!

8. JULY UPDATE - Tributes Non-Notify report

   We need to be able to pull a report of ALL tributes, non-notify and notify, for our annual report. It appears with the new Tribute changes that may not be possible.

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   0 comments  ·  Tributes  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.

   The Tribute list view is now a custom report with the ability to sort each column and  have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item.  This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field.  This will allow clients to retain the information about the tribute on the donation in a text field.

   A status field has been added to tributes. By default, all tributes are now public.  The public status will allow… more

9. Relative Current and Prior Fields Should include Week

   Please add "Week" as an option for the relative current and prior fields. We run several weekly reports and would love to have them automated.

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   2 comments  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Released on 5/6/23:

   
   

   Custom Reports: Enhanced Custom Reports to have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the Custom Report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.

10. "Click to drill in" on Amount Awarded by year on dashboard

    It would be so helpful if there was an option to drill in to the awarded amount by year on the dashboard.

    •  

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    • 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.

11. Better Layout for User Experience of Grant Catalog Features

    Our foundation recently started using the grant catalogue publicly, meaning that it is going to have many projects added to it that public donors will be searching to fund. Currently, the view is not very user friendly and write ups appear in a very small column that is difficult to sort through for a user.

    I'm proposing introducing a "Card View" where you can show 2 or 3 cards per column, and each card has information like:
    - Image
    - Organization Name
    - Project Title
    - Short Description (short excerpt from the full description)
    - Request Amount
    - Amount Funded

    Something simple and similar to the cards here is what would be ideal: https://www.mykaleidoscope.com/for-applicants/

    Our foundation recently started using the grant catalogue publicly, meaning that it is going to have many projects added to it that public donors will be searching to fund. Currently, the view is not very user friendly and write ups appear in a very small column that is difficult to sort through for a user.

    I'm proposing introducing a "Card View" where you can show 2 or 3 cards per column, and each card has information like:
    - Image
    - Organization Name
    - Project Title
    - Short Description (short excerpt from the full description)
    - Request Amount
    - Amount Funded

    … more

    8 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    This is available in the new donation portal.  Here is a link to the help article for setup instructions:  https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal

12. Bank Reconciliation: Account Reconciliation

    It would be a huge help if, when reconciling a bank account in CSuite, multiple lines could be checked at one time, rather than checking one tiny checkbox at a time. This is a huge time drain when reconciling in the system.

    30 votes

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    3/8/2024: Bank Reconciliation: Added the ability use the Shift Key to select or deselect a group of transactions when using bank reconciliation. (IDEA LAB LIVE)

13. donation page

    I would like to have the option of selecting the order of the funds promoted on the donation page instead of just by group. Some of our funds are in a specific group but I would like them in a different order based on the time of year.

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    0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    This is available in the new Donation Portal.  Here is a link to the help article with instructions on how to implement this new feature.  https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal

14. Release Sneak Peaks

    It would be nice if we were able to submit questions about releases ahead time for the release sneak peaks. These sessions move so fast that it is hard to get your questions asked.

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Feel free to email me anytime with questions.  skye.weber@foundant.com I will try to include them on the Sneaks :) 

15. Grant Letters - Word doc batch option

    It would be nice to have the option to correct grant letters in a Word doc batch like we used to have. The pdf option is nice, but it requires having perfect fields and templates. Our small foundation could benefit from the option to spot correct.

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    Implemented  ·  2 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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16. Fund tabs

    Now that Profiles have tabs, it would be great if Funds had tabs also. For example, some of our funds have a lot of files that require scrolling down the page. If we could have those visible by clicking on a tab instead that would be great.

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    0 comments  ·  Funds  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    8/2/2023: Funds: Updated UI to align with look and feel of profiles and campaigns. The fund record now has a header which contains the main fund information and is available on all tabs. In order to organize fund information and limit the left side menu options, the following tabs have been added: Details, Relationships, Settings, Fund Statements, Files & Notes.

    On the Details tab, clients will see the main details of the fund such as: short name, creation date, fund groups, and the fund assets sections.  We have also moved budget and loans, from the Options settings to Details card . Reports are still located on the Detail’s Tab, but have all been grouped under on left hand menu: Reports.  Once Reports is selected a new page will appear and all of the Reports will appear in the left hand menu.

    On the Relationship's Tab clients will find Scholarships, Beneficiaries, Fund Advisors, Fund Profiles, Linked Donors and the corresponding actions.

    On the Setting's tab, clients will find the Fund Settings such as: Admin Fees, Distributions, Restrictions, and Approvers.  Clients will also find that the Options Card has been replace with several different cards: Donation Portal, Fund Advisor Portal, Fund Statements. An additional card, Fund Template, has been added and will list all of the templates that are assigned to a fund.  For promoted funds, an option to set the sort order is available in the left side menu when List Promoted has been selected. A new Promote Sort Order and Promote End Date has also been added in the options card within the Settings tab. Setting the sort order will list the funds in the assigned sort order by Fund Group.

    In the Fund Statements tab, the Fund Statements are now listed from newest to oldest based on start date and grouped by year.

    Permissions:  No permissions impacted with this release.

    8/2/2023: Funds: Updated UI to align with look and feel of profiles and campaigns. The fund record now has a header which contains the main fund information and is available on all tabs. In order to organize fund information and limit the left side menu options, the following tabs have been added: Details, Relationships, Settings, Fund Statements, Files & Notes.

    On the Details tab, clients will see the main details of the fund such as: short name, creation date, fund groups, and the fund assets sections.  We have also moved budget and loans, from the Options settings to Details card . Reports are still located on the Detail’s Tab, but have all been grouped under on left hand menu: Reports.  Once Reports is selected a new page will appear and all of the Reports will appear in the left hand menu.

    On the Relationship's Tab clients will find Scholarships, Beneficiaries,… more

17. Fund Advisor Content - donation notify message

    Fund Advisor Content currently allows us to edit messages addressed to them for grant requests and grants submitted. I am surprised that we cannot currently target them with donation messages.

    From their POV, it is confusing to receive a message intended for the donor. A donation_notify message in FA/Content could allow us to communicate donor fields such as donor's name, address, email, tribute, etc. as well as "the donor has been provided with a charitable gift receipt, but we encourage you to send a note of appreciation."

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    Implemented  ·  0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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18. Editing Profile Custom Fields

    The new profile enhancement has doubled data entry time for the demographic info we track on students since custom fields are no longer included when you click edit. It takes too long to click edit on an individual custom field, select the answer, save it, wait for the screen to refresh, and then have to scroll back down to the custom field section to do the next one. Please go back to having all of the custom fields editable at one time.

    5 votes

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Profiles: Added the delete option to the donor designation. On a household profile's relationship tab, moved the household members above profile types. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.

19. New Profile Updates - Household Members More Visible

    Household members are difficult to find at the bottom of the relationships tab. Would like to see them at the top of the screen and not buried in one of the tabs.

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Profiles: Added the delete option to the donor designation. On a household profile's relationship tab, moved the household members above profile types. Resolved the GLM link no longer working for a profile. Added the ability to unlink the profile fund from the relationship tab. Resolved an issue with grantees address not populating into the profile record if the grantee was manually created from the fund advisor portal.

20. Include the type of profile in header (i.e. Individual, Household, Org)

    In the gray box where it says "Profile," include the type of profile it is (i.e. individual, household, organization). At first glance, it is sometimes hard to tell if you are looking at an organization or individual -- causing donations to sometimes be attached to the wrong profile. Or update the gray bar to different colors for different profiles.

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    0 comments  ·  Profiles  ·  Delete…  ·  Admin →
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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: 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 and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: 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… more