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1214 results found
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Cart Button for Affiliates in Portal
When an affiliate logs into the portal and submits grant requests, the "cart" button does not appear for them. They must go to the left hand navigation to navigate to the Grant Requests page where the grants are in the cart. It would make more sense for them to have the same "cart" button appear like other funds.
6 votes -
% Probability Field within Opportunities
I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!
8 votes -
Option to rename "login" button for Portal
Please add the option to rename the "login" button for the Portal when accessing from the Giving Hub.
When a fund advisor is logged in to the Portal and navigates to the Giving Hub through the "Donate" tab, it may appear as though they have been logged out since the button to return to the Portal says "Login." Being able to change the name of this tab would allow fund advisors to easily see where to click to get back to the Portal.
34 votes -
Require Primary Advisor Approval
Require Primary Advisor Approval - Multiple Advisors
On a fund with multiple advisors, currently only one Primary may be indicated when requiring approval of a grant request. If someone other than the Primary submits a request, the Primary is notified to log in and approve the request. If the Primary submits a request, none of the other advisors are notified for approval. We need to be able to require equal approval from all advisors, so that when any advisor makes a grant request, the other advisors will be prompted to log in for approval.
8 votes -
editing scholarship fund
Resurrecting an idea that had 9 votes and was archived.
There should be a way to edit scholarship/schol fund rather than delete it and re-enter. We had a new staff some new scholarships and picked the wrong fund. Even though the award was still in the NEW bucket we couldn't edit the fund.
13 votes -
Show completed tasks in profiles
Show completed tasks in Profiles - resurfaced from 2021 archived idea submitted...
It would be VERY helpful to see completed tasks associated with a profile.
Regular communication with donors and fundholders do not always fall into an opportunity so having a record of communication in the profile is very important. We need to be able to look at a donor profile and see that they have or have not received calls or emails or other actions.
I should also be able to see all activity for that profile in one place, whether it's a note, a task or a transaction. That should all live in the profile. Right now we see tasks assigned to the profile when they are not completed but once they've been completed, you can no longer see any task information in the profile.
Show completed tasks in Profiles - resurfaced from 2021 archived idea submitted...
It would be VERY helpful to see completed tasks associated with a profile.
Regular communication with donors and fundholders do not always fall into an opportunity so having a record of communication in the profile is very important. We need to be able to look at a donor profile and see that they have or have not received calls or emails or other actions.
I should also be able to see all activity for that profile in one place, whether it's a note, a task or a transaction.…
15 votes -
Fundraising Campaign - Goal Thermometer
We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!
13 votes -
Make Grant Type and Service Area Required Fields on Grants
Add an option to make the Grant Type and Service Area fields required fields on grants.
10 votes -
organization role automatic change to former
If I mark someone's organization role as a member and put a date range indicating when their membership ends, it would be great if CSuite recognized when this date passes and automatically changed their role from "Member" to "Former Member." Currently the system will only italicize the word "Member" from the CSuite view to mean not a member anymore. However, f I were pulling a report and wanted to know the profiles' org roles, it would only tell me "Member" and not show the italics meaning former.
I cannot pull a report simply by Org Role ID "Former Member" unless I have manually changed all the "Members" whose end date has passed to "Former Member." I can alternatively filter by an end date range, but they are all still marked as Members.
I know that I could manually go in the system and change the old members to Former Members, however, this could take a lot of unnecessary time.
If I mark someone's organization role as a member and put a date range indicating when their membership ends, it would be great if CSuite recognized when this date passes and automatically changed their role from "Member" to "Former Member." Currently the system will only italicize the word "Member" from the CSuite view to mean not a member anymore. However, f I were pulling a report and wanted to know the profiles' org roles, it would only tell me "Member" and not show the italics meaning former.
I cannot pull a report simply by Org Role ID "Former Member" unless…
8 votes -
OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES
It would be great if there was a way to save edited acknowledgments/tax receipt letters to profiles without having to download them and reupload them to the files area. We have soooo many different scenarios that we simply cannot put in enough tax receipt templates, and we are always making several edits to the templates. This means the letter that is saved with the gift is not what actually was sent.
With FIMS, we were able to click a button to run macros after we were done making edits, and it saved all the letters in the file to each profile (although it was much more cumbersome to add templates). Something like that would be great!
With the option for donors to access their acknowledgements online through the portal, it will be important that they get the correct information.
It would be great if there was a way to save edited acknowledgments/tax receipt letters to profiles without having to download them and reupload them to the files area. We have soooo many different scenarios that we simply cannot put in enough tax receipt templates, and we are always making several edits to the templates. This means the letter that is saved with the gift is not what actually was sent.
With FIMS, we were able to click a button to run macros after we were done making edits, and it saved all the letters in the file to each…
27 votes -
Make Fund Type Visible in Giving Hub
One Big Beautiful Bill includes a new above-the-line charitable deduction for non-itemizers that goes into effect 1/1/26 which specifically excludes DAFs. Between now and then, we need Foundant to offer a solution for noting which funds are DAFs in the Giving Hub, so donors know whether their gift is actually going to be tax deductible for them. Possibly "Group" and/or "Donor Advised Y/N" could become visible.
NOTE: This is a customer service issue that will impact ALL Foundant clients that sponsor DAFs and use the Giving Hub.
Thanks! - TCF
8 votes -
Bio field on primary profile page
We'd like to see a field on the main page of the donor profile that allows us to enter donor biographies (2-3 sentences), we'd like it to be a field that will pull into reports. This is a feature Blackbaud offers and is so nice when pulling a donor report for staff, board, and volunteers to prepare them for donor engagement.
18 votes -
Add the 'Log' Menu item to every screen that has data on it.
Many screens have the 'Log' menu item, but not all of them. For example, Fund fee type has a 'log' button to see who edited it, but Admin Fee types does not. But if you go into "Logs" and add a few filters, you can create a filter that approximated what the 'log' button would have done for that screen.
It would be best if all screens that had any sort of editable data on it had a 'log' button on it that would create a filtered log list for that item.
24 votes -
Add New CSuite Profile Matching Options
When matching CSuite profiles and looking for duplicates, please add:
1) Conditional Logic (If/Then) – Use conditional logic and allow Users to choose which fields (name, address, email, phone) to use, and to set the order of those fields (Ex: If name matches, then match on address).
2) Match on Address – Recognize and flag profiles with the same address on the duplicate screen.
3) Fuzzy Matching – Recognize slight differences in names (Bob/Robert), and addresses (1234 E Elm St/1234 East Elm Street) and other information due to spelling variations, abbreviations, and typos.
6 votes -
Allow deceased profiles to be added as donation advisor
Currently, it doesn't appear that you can add a deceased individual as a donation advisor. This creates issues when someone gives us money through their estate. The donor will usually be "the estate of" or a trust associated with the original donor. But we cannot add the deceased individual. That means we won't be able to see a donor's total giving history even if they made clear their intentions during their lifetime.
7 votes -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
8 votes -
Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields in one spreadsheet, one upload.
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…
43 votes -
Print column headings on multiple pages of pdf reports from "print page"
When printing multiple page financial reports, we need to have the column headings print at the top of the column on each page for ease of reading. It is impossible to know what each column is for once you print more than one page.
For example, if I print an fund audit report for multiple funds, you cannot tell what the columns on the second page are reporting.
29 votes -
Historical Donations - Editing the Donation Comment
The Donation Comment for historical donations needs to be editable just like any other closed donation. There is an [edit] link beside it, but it takes you to a 404-error page when you click it.
16 votes -
Profile designations for other kinds of directories
We keep a directories of nonprofit consultants, local officials, and attendees of various community leadership programs on our website for the use of others. This means when an edit is done to a profile in CSuite, someone has to check to see if it also needs to be done in the directories. It would be AWESOME if there were profile designations (or some other way of tagging) that would allow us to have online directories for things other than nonprofits. It would have to be optional to have it public--we would put direct links to it on our password-protected pages on our website. I know there has been conversation about this, but I wasn't able to locate anything in Idea Lab, so I'm adding it!
Here is an example of an opt-in directory we maintain that is public. https://celebratehancock.org/consultant-directory/
We keep a directories of nonprofit consultants, local officials, and attendees of various community leadership programs on our website for the use of others. This means when an edit is done to a profile in CSuite, someone has to check to see if it also needs to be done in the directories. It would be AWESOME if there were profile designations (or some other way of tagging) that would allow us to have online directories for things other than nonprofits. It would have to be optional to have it public--we would put direct links to it on our password-protected pages…
9 votes
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