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1216 results found
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notes reporting - reference the primary profile from an opportunity note
Report on all notes in the system and be able to see the profile associated with the note, whether the note is directly on the profile or the note is on an opportunity with a profile as the primary opp profile.
4 votes -
payment date
When importing grants you currently can not import into the payment date field. I would like this field to be added as an import option. If we want to book a years worth of grants when the request is received but schedule grants to go out each month, we now need to manually change the payment date for each grant. This is very tedious and would be great if we could just schedule the grant date and payment date in the import template.
6 votes -
Printed Fund Statement Letter Template
Is it possible to have a template letter to include with the printed Fund Statements just like the template for the emailed Fund Statements? We want to customize the letter each quarter and pull in the "Salutation" field for each printed Fund Statement.
3 votes -
Show Internal Grants on Portal Charts
Currently, internal grants do not show on the portal grant summary charts. This is confusing for fund advisors who want to see all that their fund has given to. The charts are not showing the true picture by excluding internal grants. If the same date range as the chart is used to filter the detailed grant history, the amounts are different. Again, this is confusing to fund advisors.
3 votes -
Bring back sold amount option for tax receipts
We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these values on their tax receipts, so now we are inputting this number manually, which increases our margin for error. Please bring back the sold amount field for tax receipts.
10 votes -
Barb@jewishtoledo.org
Currently, there is not an automatic field for the Profile Age based on the DOB field. Is there a way that this can be programmed so that we don't have to export a list of people into an Excel spreadsheet and create a formula for this? In our organization, we do a lot of programming for age groups and having the age automatically show up on the profile page, would be awesome and less time consuming on the staff. Thank you for listening to my suggestion.
3 votes -
Consolidate fund notifications
I have some fund advisors who want to receive the notifications that go out regarding grant requests from a single fund, but they would love not to get multiple separate emails from the system for example. In the most recent case, the fund advisor had made 32 separate grant requests. It would be great if by fund, we could have options for how this information is received by the fund advisor. Consolidated by week or Per Grant Request.
3 votes -
Archiving Campaigns
I wish archiving campaigns was easier than the multiple steps that it is now. If it could be a toggle on the main page, it would be less time consuming.
4 votes -
When copying a fund, provide an option to copy the templates
When setting up a new fund we copy from an existing fund. It makes the process more streamlined. However, the staff then have to go to the templates and add the fund to all the different templates. This is an easy step to miss and we have quite a few templates we use on a fund. This would improve the workflow of setting up new funds and reduce errors.
5 votes -
API for Constant Contact
We recently switched from MailChimp to Constant Contact as it offers more options and we believe it is a better platform. Would appreciate it if you would revisit adding Constant Contact as an option for the Campaign API kep.
29 votes -
Expendable Fund Distribution Alert
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a threshold for which the distribution requests could not exceed and have the ability to set the threshold in the system. For example: Our staff might create an internal policy that states that expendable fundholders cannot make a distribution request that exceeds 80% of the fund balance.
With an alert a fund advisor who seeks to make a distribution request online that will exceed 80% of the fund balance, for example, will receive an alert and the distribution request won’t be processed until the fund advisor communicates with the key personnel. The community foundation key personnel will be given an alert via email. The distribution request would only be completed online or internally (captured via phone call or email) when the key personnel remove the alert in CSuite.An automatic alert on the fund profile would support the staff who process the distribution requests. The alert should be automated if possible. The idea is to allow the system to make the staff (admin included) aware. If the staff create and attach the alert to the fund the process won’t be as helpful.
The integration of fund balance alerts in CSuite will support fund advisors and foundation staff meet their goals. Many financial institutions have alerts. I believe the creation of fund balance alerts will provide a welcomed solution for our expendable fund advisors, especially non-profit leaders, and position Foundant’s users for greater client retention.Thank you for holding space for your user’s thoughts. Any advancements made to support the members of our community is appreciated. Thank you for your time and consideration.
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a…
4 votes -
Add a "do you want to save" message when leaving a custom report build with changes.
It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.
3 votes -
Mark a couple of note types as sticky ones
We'd like to have the ability to mark a couple of note types as sticky ones. This would allow the finance related notes such as those concerning fund agreements or investments pinned at the top for better visibility.
Currently, many fundraisers are adding notes from the profiles selecting the fund name. As a result, finance notes are getting pushes down, making harder for the team to locate critical information quickly.4 votes -
android
The Android version of the new portal needs attention. The columns are jumbled on top of one another. It was a lot cleaner in the older version. We are competing against Fidelity's DAFs, and this is a real problem for us.
9 votes -
Ability to edit labels in WORD doc
Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.
22 votes -
Ability to Rename "Other Foundation Funds"
Please add the option to rename "Other foundation funds" in the Portal when fund advisors submit grant requests (Grant Request > Previous Grantee > Other Foundation Funds). Changing the name would help fund advisors better understand how to use this drop down.
9 votes -
default text in content
Could you create a setting in system data that allows users to set organization-wide default content settings for font family (i.e. all content uses Arial font)?
This would help us ensure that all the content in all the possible places could be the same font type, in line with our brand standards and creating a necessary professional look. Since content exists in CS in so many places, it would be much more difficult to check all the spots and settings one by one.
21 votes -
Multiple approvers for vouchers based on value of voucher
Can we add multiple approvers to a Voucher, with dollar limits? Vouchers over $1,000 or $5,000 require two approvals? Can we direct which approver needs to be notified based on the dollar amount? This would eliminate the need for paper/electronic forms to be signed for each voucher.
2 votes -
New Fund Advisor Portal Grant Request Style
The Legacy Fund Advisor Grant Request page had a "side by side" styling with "instructions" on the left and the grant request submissions on the "right". The new Fund Advisor portal Grant Request page has a "vertical Top to Bottom" style so that the "instructions" or Header is on the top and the grant submission are on the bottom. Unfortunately, this means that the Fund Advisor cannot see the listing of their grant requests in the Cart which means that unless they scroll down, they cannot see the final step "Review and Submit" button that must be clicked on to finalize the grant request. This will leave many grant requests unsubmitted in the cart. Can the style be changed or somehow each "grant request page" can have it's own style? The header needs to allow for instructions for this new portal but it will result in many grants being left in the cart.
The Legacy Fund Advisor Grant Request page had a "side by side" styling with "instructions" on the left and the grant request submissions on the "right". The new Fund Advisor portal Grant Request page has a "vertical Top to Bottom" style so that the "instructions" or Header is on the top and the grant submission are on the bottom. Unfortunately, this means that the Fund Advisor cannot see the listing of their grant requests in the Cart which means that unless they scroll down, they cannot see the final step "Review and Submit" button that must be clicked on to…
15 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
7 votes
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