1343 results found
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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.
9 votes -
Hide UI Elements for Users that Lack Permission
Please configure the software to hide all UI elements (buttons, menu items, sections) for which the user lacks permission. Only display controls and features that the user is authorized to access.
1 vote -
donation
Please change back the donation page. Why would you put the Reference, Task, Files, Notes in the middle and have additional information below that when that is more important. Is there ever communication with your customers to see if this is what they like or want?
1 vote -
Uploading documents in portal for fund advisors
Love that I'm able to upload documents, such as newsletters, with visibility in the portal for online fund advisors. The only limitation is that it must be done for ID of every fund group (ie: scholarships, donor advised, Agency, etc). It would be really nice to have a global option to upload a document (and potentially a notification) in 1 transaction that impacts all funds. If that exists and I missed it, please share!
3 votes -
crm
When running an opportunities report or viewing opportunities, it would be beneficial to be able to filter the opportunities by stage. Viewing and reporting by stage can facilitate progress updates and help identify categories/levels of donor engagement when used for moves management.
3 votes -
fund balance report
On the Fund Balance Report: Could you please add ability to see fields for fund group, fund subgroup, fund division and fund segment - especially on the Export of the report.
10 votes -
If we update an address when updating a profile, we are asked if we want to update the same address for other similar profiles. This is a ni
When updating an address to become inactive on a household, the option to update other matching addresses in the individual profiles pops up. Please remove this pop-up, as it's not possible to extend the 'inactive' status when checking the boxes. OR, allow the active/inactive settings to be extended to other profiles when checking the box. It seems ridiculous to offer an option to take action when literally no action can be taken.
2 votes -
Update Other Profiles Function
I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!
5 votes -
aallieri@cfpbmc.org
Add 'as of' date on the Fund Summary page of the portal so this information is included when an advisor prints their fund summaries.
5 votes -
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
4 votes -
Donor Portal suggestion to increase visibility of Create Grant Request
A donor requested that we make the CREATE GRANT REQUEST button larger/more visible so making a grant request is more intuitive on the new portal.
15 votes -
Voucher Template
It would be nice if Foundant can add CAMPAIGN and EVENT as optional fields to the existing voucher template. When there are hundreds of credit card transactions, it is very time-consuming and tedious to sort/enter CAMPAIGN and EVENT only after the transactions are loaded in CSuite. Thank you.
9 votes -
QR Code Use Analytics
It would be helpful to have analytical data and reporting to understand if/how/how frequently QR Codes are used when I generate a QR code for the ticket URL.
This will help me analyze the effectiveness of QR codes for individual events and in aggregate to compare effectiveness by the type of event, donor, or other criteria.
5 votes -
primary contact for campaign reports
Good afternoon,
An example of this idea is how the "household" and "guests " are represented/reflected when we add profiles into campaigns. Could we have the "organization" and the "primary contact (just like we have 'guests') listed? It would look like this: "ORG Name" and below "primary contact" info. The org's email and the primary contact email would be included.4 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.
4 votes -
Portal Donate Button - Make the option for the fund advisor to set up recurring donations.
The new advisor donate button (next to the create grant request button) on the portal only allows one-time donations. The only way to set up recurring donations is through the Giving Hub. Please make it so you can also set up recurring donations.
1 vote -
Journal Entry Approval - Auto Advance
It would be great if journal entry approval worked like voucher approval by auto-advancing to the next je requiring approval!
3 votes -
Donation Advisor Salutation please add tax receipt template fields.
We send matching gift acknowledgement letters to the donor whose gift is being matched. Our current fix is their full name and then we must remember to edit. Someone else proposed this idea two years ago and it was archived.
3 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.
6 votes -
Proposed Feature: Donation Gifts & Gift Notes
We would like to add functionality that allows fundraising campaigns to offer tiered “thank-you gifts” based on donation amounts. Donors could select from available gift options when they contribute, and the system would automatically track eligibility by donation level.
Additionally, we want to include the capability for donors to send personalized notes or “gift notes” to recipients. This option would allow donors to dedicate their gift, include a special message, or notify someone that a donation has been made in their honor.
Key Capabilities Requested:
Ability to assign specific gifts to predetermined donation tiers
Automatic display of eligible gifts during…
2 votes
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