1230 results found
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Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
8 votes -
fund beneficiary
Log in the system when adding or removing a Fund Beneficiary.
7 votes -
Grant Catalog Request Page - need character limits
Grant Catalogs have request submission pages. The boxes for short and long descriptions need character limits. At this time, there is a stated character limit of 250 characters on the short description, and none on the long. We use 60 for the short, and 255 characters for the long, and have to edit down every request to fit these numbers. Either let us set the limits, or please set the limits for us.
12 votes -
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds.
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds. Right now they are all lumped together and it would be better if we could sort all the funds into groups for an easier donor experience.
1 vote -
Candid/GuideStar Grants Report
Candid (GuideStar) asks non-profits to provide a list of grants data annually. They use a specific template (attached). It would be helpful to have a default report already created so that we can generate the information more easily and consistent with their template.
7 votes -
Batch run fund statements based on Fund IDs
It would be great to have more options for running batches of fund statements that do not belong to the same group, subgroup, or segment. For example, pulling fund statements based on Fund IDs (Funit ID) would be extremely helpful.
0 votes -
Direct link to the Nonprofit Directory from the Donor Portal -
It would be nice for donors to be able to click on a direct link to the Nonprofit Directory from their donor portal without having to first click Donate and then navigate to the Nonprofit Directory. The direct Nonprofit Directory link could be listed on the left menu in the donor portal.
1 vote -
DAFpay
Would like to be able to use an online service called DAFpay. This would allow fund advisors of donor advised funds to make grants through this service instead of going through a donor portal.
https://www.dafpay.com/1 vote -
Grant Catalog notification
It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.
16 votes -
user donation notification email
Add a Donation Notify button that users can subscribe to in order to get notified immediately when someone donates through the Portal or Giving Hub. Just like for recurring donations and grant requests.
1 vote -
Campaign Profile Note
It would be great to have a note that lives specifically on individual campaign profiles. We track unsubscribes from our e-newsletters, and instead of bogging down the individual's main profile page with notes, it would be great to have one tying back to the specific campaign they unsubscribed from.
2 votes -
Reinstate "show all fund advisors" on portal fund summary page
Before the portal redesign, fund advisors who logged in were able to see everyone who had access to a fund (e.g., if John and Jane Smith were the two advisors on a fund, either one of them could see both of their names as people with access on the fund summary page after logging in). This functionality is no longer available with the new portal layout - could a toggle/setting be added in to reinstate this feature? We've found it's very helpful for fund advisors to be able to see who has access to their fund (for example, agencies often…
2 votes -
Content area for Interest Type on New Portal
When you select Interest Types on the new portal, there is not a content header for this section available to help fund advisors know what to do.
You can see in the attached screenshot that without a content block explaining that the user should select “Edit Information” to add their interest types, it is not clear what they should do.
Alternatively, what might be helpful is if you added something below Interest Types to explain that no interest types have yet been assigned to the profile. For example, if you displayed “None selected” this might give the user a hint…
3 votes -
Fix the Grants > Grant Summary table search function in the Portal
In the Grants > Grant Summary table in the new Portal for fund advisors, there is a search box in the top right that is supposed to filter the list of grantees.
However, at least on Edge, the search box isn't working correctly. When I enter a term in the search box, the entire table is instantly emptied of results, as though none matching my query could be found--even when I search for a term that is clearly visible on the first page of grantees. Pressing Enter after typing my search term has no effect. Deleting my search term, or…
3 votes -
Add Grant Service Area to Bulk Action options in custom reports
Please add "Set Service Area" to the options under Bulk Actions of a custom report just like there is the ability to "Set Grant Type" from this menu. This field does not have the ability to be required on all grants and it very important to have filled in to report on who our grant dollars are serving, so if it is not filled in for a group of grants that can mean manually updating hundreds at a time.
4 votesUpdate: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.
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Stewards and Opportunities
Is there a way that the Stewards and Opportunities – Staff Assigned can somehow be linked? If one is updated, it automatically updates the other?
3 votes -
Hide Memorial/Tribute Amounts not working on new Portal
In the new Portal, I noticed that if a donation is marked as a memorial/tribute, the amount is hidden in the contributions tab, but it is still showing in the detailed drill down of an individual contributor. It also shows the amount in the fund summary tab graphs. In the old fund advisor portal, memorial/tribute amounts were at least also hidden in the detailed drill down of an individual contributor. The old portal still showed the amount in the fund summary tab graphs. It would be wonderful if at the very least the new Portal had the same functionality as…
3 votes -
Ability to Split Internal Grants into Multiple Funds
It would be great if a fund advisor could split a single internal grant into multiple internal funds. Currently, advisors must create one grant and specify in the description how they want the funds allocated. However, we then have to cancel the grant and manually create multiple grants to meet their request.
We already have the ability to split a single donation into multiple funds and consolidate multiple funds into one grant. Extending this capability to internal grants would streamline the process and reduce manual work.
3 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.
2 votes -
Hide/Filter Statement Vouchers in portal
We would like to be able to hide statement vouchers in the Fund Advisors voucher tab. These transactions are sometimes confusing for the advisor We would like the vouchers they see to be relevant. Maybe this goes further to be able to filter and hide certain vendors?
2 votes
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