- or
No existing idea results
- ~ No ideas found ~
922 results found
-
Fund Advisors List
In the Giving Hub if a Fund has multiple FA can they be listed within the Fund.
1 vote -
Fund created date
In the GivingHub can we please add date when the Fund was created?
1 vote -
Fund Advisor Overview
For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?
1 voteThere is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal
-
fund statement - add semi-annual interval
A fund statement interval (statement type) of semi-annual would be useful to us.
Thanks for considering.2 votes -
Bulk update grant service area
Just like Grant Type can be bulk updated from a custom report, we would like the ability to bulk update the Grant Service Area as well.
3 votes -
Option to make Grant Type and Service Area required when creating grants
We would like the option to make Grant Type and Service Area required fields on grants just like we can require custom fields to be required. This is especially important for Service Area since there is no bulk update option for this, but for both we need to ensure that no grants are processed without these key fields if we want accurate reporting.
This should include creating a new grant in CSuite and when creating a grant from a fund advisor portal request.2 votesThe grant type and service area will auto populate from the profile to the grant. That is a possible solution with this request. You have the option to edit both fields when creating the grant.
-
NACHA file can be downloaded before checks are posted
Right now the NACHA file can be downloaded for a particular date before the checks are approved and posted. For internal control purposes we would like to only be able to download the NACHA file after the checks are posted for that date.
5 votes -
Campaign categories showing on event tickets
I would like at least the option to remove the Campaign Category name from the event registration process. We use campaign categories for internal organization and do not want/need them on the public-facing page.
9 votes -
990 Donor Report: Ability to generate based on profile type
On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.
2 votes -
Flagging duplicate EINs
Can the system flag it when we try to create an organization profile that has the same EIN that is already in our system?
8 votes -
profile type - add note option
Would like a notes option for each Profile Type so that you can add a little history about what your intention behind the profile type was. Could also help with old profile types that were integrated from FIMS that are listed a little differently in CSuite.
6 votes -
URL for newsletter campaign
Would love to allow people sign up to our Newsletter Campaign from our website.
Currently I've set up a separate event campaign that I will be linking to from our website to but it looks a bit weird as the form is meant for a "ticket" and it will require us to transfer profiles from one campaign to another.
2 votes -
Check Batch ID and Paid Grants
Include the Check Batch ID in the Paid Grant Summary
6 votes -
mailing label
Please add mailing label to profile export so that a bulk update can easily be done to add mailing labels
3 votes -
Donation Portal - Sort/Category Option for events
Would you please consider adding a sort option or categories for events? We have events for NonProfit Professionals, Donors, Development Officers etc and it would be nice to be able to group them together for ease of viewing and registering.
5 votes -
Bulk change check numbers
Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.
2 votes -
Include Reversal Date on Journal Entry Import Template
Love the new reversal date on journal entries. But it would be helpful if it was also on the JE import template.
3 votes -
Employee Name
Having the ability to update the employee name would be great. Right now, everything defaults to "Last Name, First Name." Right now when I send system generated emails, they get signed like this;
Sincerely,
Wright, LeeannWould love to change that so other employees that send system generated emails are not in the same boat.
4 votes -
Eliminate multiple mailing labels in campaigns
When generating mailing labels or exporting mailing labels to CSV in a campaign, it pulls both Primary and Mailing addresses for the same profile. We would prefer it to pull Mailing as the default, and Primary only when there isn't a Mailing address.
5 votes -
Assigning task to yourself & Outlook event
In CSuite, there is an issue where if you assign a Task to yourself as the assignee, the Outlook calendar event does not show up in your calendar even if you check off the box to send it. It would be so helpful to have that option to automatically receive the Outlook calendar event when a task is assigned to yourself.
1 vote
- Don't see your idea?