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922 results found
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Notes on Group records
Add ability to add a note to a Group record under System Configuration. As a system admin, I am currently keeping a separate record of notes for each of the user groups I create. Different teams, and members on those teams, have different access requirements so I am documenting the purpose of each targeted Group. It would be more convenient to have these notes included on the Group record but there is currently not a button to add a note to that type of record.
2 votes -
Allow Grant Catalog content to be customized
If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.
2 votes -
tracy@swcommunityfoundation.org
Please make the link on the right side of a campaign more obvious, by adding "Click Here" above the links to purchase tickets, register for an event, etc. We have users who do not understand where to click.
1 voteIs this request for the legacy donation portal/giving hub? If so, please review options to adopt the new portal. The user interface/experience has been enhanced and this should not be confusing to your donors/attendees. The legacy donation portal will be sunsetted on 2/1/2025.
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Giving Hub Customization - Radio Buttons
It would be great to have Giving Hub customizations (radio buttons for instance), which can be linked to parts of the donation approval/recording process on the Finance side of the transaction.
For instance, a radio button for Endowed/Spendable that allows donors desiring for a donation to be flowed through to their Spendable balance, which is linked to the Spendable checkbox in the transaction record.
An option to split the donation between Endowed and Spendable would be great too.
2 votes -
Service Areas - International
Please open the city/state field under service areas to international orgs or provide an Other field to enter a different value. We have parishes in our country, that we would like to be able to add.
5 votes -
Fund Log - track all changes made under Relationship tab
We would like the fund log to keep record of all changes made to a fund. In particular changes/removals made under the Relationship tab of a fund is useful information for our staff.
5 votes -
Limit Who Can Share A Note to Portal
Back in February 2024, you guys added the feature to share a note on a grant to the fund advisor portal. But the Share option is available on all notes.
Success explained that you are looking to build out this functionality for notes on other records.
Before you do that, can we ensure there is a strong model for who is authorized to share a note to a portal?
We currently allow all staff to add a note because it could only be seen internally. Now we have a risk of someone inadvertently or intentionally clicking on "Share" and that note is now on external-facing.
Can we place an approval step before sharing a note? Or can notes be handled as a permission choice for all areas similar to how you manage files?
Back in February 2024, you guys added the feature to share a note on a grant to the fund advisor portal. But the Share option is available on all notes.
Success explained that you are looking to build out this functionality for notes on other records.
Before you do that, can we ensure there is a strong model for who is authorized to share a note to a portal?
We currently allow all staff to add a note because it could only be seen internally. Now we have a risk of someone inadvertently or intentionally clicking on "Share" and that…
6 votes -
Matching Gift Donations
Would Foundant consider working with a third party vendor like "Double the Donation"(
https://doublethedonation.com/corporate-matching-gift-programs/)
to assist with Matching Gifts? The goal would be a seamless process on the Giving Hub. See the following example:
https://www.augustana.edu/giving/match3 votes -
Charity Check Data should be updated daily
The charity check data (through Grant Connect) is only updated on a quarterly basis, which means that if a Charity looses their status, they won't fail the charity check until the next quarter. The data should be updated on a daily basis - not quarterly.
2 votesAt this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.
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Archive Old Admin Fee Schedules
Please make it possible to archive old and unused admin fee types. This has been proposed many times and it keeps getting closed because it's already been implemented, which is incorrect.
The only way to get rid of an admin fee type is if it's never been applied to a fund or used. This is the error message you get when you try to delete one: This fee type was used in 2 admin fee calculations and cannot be deleted.
A clean list makes it easier to process admin fees and would also help when setting up new funds - there isn't a huge list to comb through.Please make it possible to archive old and unused admin fee types. This has been proposed many times and it keeps getting closed because it's already been implemented, which is incorrect.
The only way to get rid of an admin fee type is if it's never been applied to a fund or used. This is the error message you get when you try to delete one: This fee type was used in 2 admin fee calculations and cannot be deleted.
A clean list makes it easier to process admin fees and would also help when setting up new funds -…3 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.
4 votes -
Recurring Gifts to Nonprofits
Add an option in the donation portal for public givers to make recurring donations to Nonprofit Directory Listings. Functionality currently limited to support Funds. A majority of the recurring gifts made through our previous platform were to nonprofits.
6 votes -
Bank Reconciliation Note Section (Left Side Menu)
Can we add a Note Section to the left side menu of a completed Bank Rec?
11 votes -
spendable internal grant gl account edits
For spendable internal grants, have the ability to edit the gl revenue account instead of posting to the default. The gl expense account can be edited, but not the revenue gl account.
9 votes -
List cart - change button names
Seems many of us are having problems with people leaving things in the cart, rather than actually submitting them.
A very quick suggestion that may solve some of the problem: Instead of having the button on the Unsubmitted Grant Requests read "Review and Submit Grant Requests" why not rename the label to simply say "Review Grant Requests." Many of our donors have told us that they thought it was one action and that by clicking it, they had reviewed AND submitted it.
2 votes -
Custom Field Groups to organize custom fields
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through for different information. Just increasing the flexibility to do the layout and information of custom fields and how it is displayed more than just ordering them.
I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…
2 votes -
DO NOT contact
Please can we have an option to remove the do not email, call or mail in bulk for individual profiles? You currently have to click through all three - can we have a do not contact option that encompasses all 3?
5 votes -
Search option for online purchases
If the customer has the option to "search existing accounts" (aka existing profiles) before they create a new account to purchase event tickets, we could avoid duplicates.
12 votes -
guest email
We have Zoom events which we recommend to have the guest email. Would you please mark the guest email field as mandatory?
14 votes -
It would be helpful if anonymous grants were marked in red.
When a donor checks the anonymous box after submitting a grant request online from their DAF, it would be extremely helpful if this was emphasized somehow.
2 votes
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