1143 results found
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Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option
The new "Redirect Legacy Fund Advisor Portal" option goes to the email address login page. We would like it to go to the "?userpass=1" page instead so the fund advisor gets the username and password prompt to be more like their previous experience for ones who just bookmarked the old link. Can this be added as an option or as the default for when that option is turned on?
10 votes -
anonymous grant record details from portal
When a grant request is submitted through the portal and requested to be anonymous, the record that it was requested to be anonymous should carry through all stages of the grant. Currently, the grant requests in the portal tab show whether the grant is anonymous, but once the grant is created, the Online Grant Request details do not show whether or not the grant was anonymous. It would be helpful to have this here for easy reference, especially for funds that do not always send grants anonymously.
7 votes -
Only open funds in FUNDS search bar
We used to use the Funds search bar to only search open funds. When we wanted to search all funds, including closed funds, we used the main search bar in the top left of the main screen.
Having open and closed funds in the main Funds search bar takes so much more time and is a hassle to have to sift through more similar fund names. We were required to set up test funds when we started with Foundant that we were not allowed to delete out. Now these test funds continue to show up on the Funds bar when…
7 votes -
aallieri@cfpbmc.org
In Portal Options> Portal Settings allow the settings to be more granular. For example, allow 'profile updates' to be set only on profiles with 'Student' designation.
6 votes -
Add functionality to Import bulk Year-End Receipts to Giving Hub (Donor Portal)
It would be very helpful if we could bulk add year-end receipts to the portal so our fund holders can view their year-end receipt with all gifts in one receipt in one place. Fund Statements are generated and posted on the portal so it seems like the mechanics are in place to do something similar for year-end receipts. It would be great for our donors who have a fund, especially those who make multiple gifts during the year, to be able to view/print a year-end receipt from the portal.
10 votes -
Make Profile address fields/windows longer on screen
Please make the visible on-screen Profile address fields/windows LONGER. When you are entering a particularly long address, it is difficult to keep track of what you are entering.
9 votes -
Tribute information fields should be added to Donation Notify Email Content
We need the fields for tribute information on a donation to be available to pull into the donation notify email body content. Right now, the tribute fields aren't available for this template.
We send agencies notifications about donations made to their agency endowment, and we need tribute information to be included. If it's not, the agency doesn't get the full context of the gift.
5 votes -
Add ability to COPY internal grants in new Portal
In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?
12 votes -
Steward
Create settings for Stewards. We would love for Stewards of funds to get notified if a donation is made to a specific fund.
3 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…7 votes -
Sort Feature on Bank Reconciliation
Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.
7 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
2 votes -
Option to Turn Off Grouping of Journal Entries on Import
Right now when I import Journal Entries, it combines random entries with the same date. It isn't even all one date, there could be two or three. We need these to all be separate as they're different deposits, different payment methods, etc. Grouping them makes reconciliation incredibly difficult.
2 votes -
Make a way to encrypt fund statements from CSuite.
Make it possible to encrypt the fund statements when we send them out to fund advisors.
2 votes -
Campaign Removal Options
I'd like to be able to bulk remove from campaign IF they've been invited to another campaign. For example, if we're having a special reception for an invite and we don't want that group to be included on the general invite list, and vice versa.
8 votes -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
11 votes -
Add Bulk "Attach File" Function to Journal Entry Menu
Please add this option to the Journal Entry menu as an action on the left hand task bar. From an accounting perspective, we often use the "Import" function for Journal Entries each month as all information is compiled in an external Excel/CSV file and formatted after completion to import and save time. These imports split into dozens of journal entries separated by fund. Currently, we have to manually go into each individual entry and attach the same Excel workbook for documentation entry by entry.
A bulk "Attach File" option would save significant time and make repetitive tasks much more efficient.
3 votes -
Add Campaigns to Vouchers without unposting the voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
With every other function, a user can add the campaign after the entry is posted except when dealing with vouchers. It is extremely frustrating to have to un-post, edit and repost to add a Champaign or change if required.
This idea has been achieved before.... But I think it would be very helpful.
2 votes -
"Invoice Me" Option for Ticket Purchasers
We've come across some businesses that require an invoice prior to the purchase of a sponsorship style ticket. Currently, the only way to do this is to have the purchaser call our office, and then we can purchase the ticket for them with the "create receivable" option.
It would be great to see an option available for purchasers to do this themselves when they navigate to an event to purchase a ticket or sponsorship ticket.
8 votes -
Assign Scholarship Letter Templates to Grantee/School Profiles
Sometimes different schools have differing criteria for the student information they would like us to communicate along with scholarship payments and being able to accommodate those differences within the templates assigned would be a great convenience. At the simplest level, some schools request we include a student info form and it would be great if our letter could reference that form as part of the complete correspondence, while not referencing any attachments on letters to schools that do not request supplemental documentation.
9 votes
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