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922 results found
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bulk upload
It would be helpful to be able bulk upload a file to a batch of grants. This would speed up the grant process.
14 votes -
Spendable distributions scheduling
The ability to schedule when spendable grants are to be made would be very helpful. We currently maintain a spreadsheet that lists funds, grantees, and timing of grants to know when to go "grant spendable" each year. Being able to set the date to be granted on the beneficiary would be most helpful. I'm thinking something along the lines of the recurring grants process.
19 votes -
grant catalog - do not require all fields
When creating a new grant from an application, all fields in the application are required. We don't want to display website or contact information in the catalog - so we have to add fake data, create the grant, edit the grant and remove the information we do not want to display. In the future when synching with GLM, again ALL fields are required. We don't want to ask applicants for information we do not use and again we will need to create and edit.
2 votes -
Yearly Tax Receipt Template - add fund public name
For yearly tax receipts, allow the fund Public Name to be an available template merge field. Given that the receipt is a public facing document, the fund public name should be able to be used rather than the internal name which may include internal language.
2 votes -
fund advisor settings - can we make them editable individually instead of universally?
We would like to give a few more system setting options to some of our fund advisors but these settings can only be done universally - any way we could edit the universal setting on the advisor itself just for that advisor?
1 vote -
Table/Field Level Permissions/Security
Requirements include:
The system supports the setup of table and field level security for groups or individual
The system supports the setup of access security to attachments to defined actions1 vote -
please add "profile log" to custom reports for Profiles - for "Stripe" profiles identification
Please add Profile Log to the Profile options in custom reports so that we can identify which profiles are being set up by Stripe. This will help us with our Profile clean up process. Thanks!
"Profile 55715 Log
When What Who
2024-03-27 11:57:28.847463 Created from checkout system"1 vote -
New profile change - updating addresses
With the new profile updates, I noticed that when I change an address associated with a household, it does not ask if I want to update the other addresses within the household. Can we please have this feature restored? I now have to go into each profile and update the address which is time consuming.
15 votes -
Please bring back the switch to electronic function on cheques
I'm not sure why support has asked me to post this on the Idea Lab since this was a function we used to have but is now it's missing on the left hand menu. It seems more of a support issue, but here goes.
Today I had a situation where an incorrect cheque number was entered in a 2018 transaction. I can’t fix this because it goes back way too far. Normally what I do is click switch to electronic on the left hand menu and make a note on the reconciled printout of the cheque number.
Now switch to electronic is no longer on the left hand menu. Is this a permanent change? I’m really hoping no, because in this case I had to delete the Check ID of a physical cheque I had already printed and re-do it as electronic. Now the Check ID number doesn’t match the printed cheque. It’s far more messy than before.
I'm not sure why support has asked me to post this on the Idea Lab since this was a function we used to have but is now it's missing on the left hand menu. It seems more of a support issue, but here goes.
Today I had a situation where an incorrect cheque number was entered in a 2018 transaction. I can’t fix this because it goes back way too far. Normally what I do is click switch to electronic on the left hand menu and make a note on the reconciled printout of the cheque number.
Now switch to…
25 votes -
grants: option to export bank info
From Grantee files for grant vouchers, a way to export bank information in order to set up payment in online banking system.
1 voteHave you explored the current NACHA options when processing checks? Here is a link to the help article in CSuite: https://support.foundant.com/hc/en-us/articles/4404659918231-NACHA-and-ACH094-Files
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Export Gifts from Donor Profile
Be able to export all gifts made by a profile directly from their donor designation. Similar to how gifts to a fund can be exported.
2 votes -
upload IDs with Donor ID
Currently, you need the Profile ID or Fund ID to do an Upload in Custom Reports... could we add the option to upload by Donor ID?
1 vote -
Donation Portal: Event Tickets option to cover the fees
Can we have an option to turn off the "include credit card fees" box for the cart on the Event Tickets tab only? We want it for our Donate To a Fund" tab, but when it comes to Events, we find that if we have an event price=event value (there isn't a donation component in the event price), then if someone includes the option to cover the credit card fees, then an automatic donation letter for the credit card fee amount (less than $2.00) is sent to the even ticket purchaser. We want to keep the option for a DONOR to cover the credit card fees on the donate to a fund tab, but we would like the option to remove that credit card fee coverage on the event ticket tab. Why does a credit card fee classify as a donation for an event when they are receiving training/service?
Can we have an option to turn off the "include credit card fees" box for the cart on the Event Tickets tab only? We want it for our Donate To a Fund" tab, but when it comes to Events, we find that if we have an event price=event value (there isn't a donation component in the event price), then if someone includes the option to cover the credit card fees, then an automatic donation letter for the credit card fee amount (less than $2.00) is sent to the even ticket purchaser. We want to keep the option for a DONOR…
1 vote -
text communication to student applicants
I'm on a call with several scholarship managers, several of whom use foundant and we want to be able to communicate with students via text for reminding them about applications, followups, etc... What a difference that would make!
24 votes -
Ticket Purchaser & Guests In One Spot
Would like to see ticket purchasers and guests all in one spot. Currently, you can only see a list of ticket purchasers and the number of tickets they've purchased and then the "guests" of these ticket purchasers are in another area (guest list). Would be great to see the guests underneath the ticket purchaser, similar to how the campaign invitee list formats guests/household members (you have the invitee and then below them & to the right will list their guests or household profiles with their email info, all in one spot).
24 votes -
Bring back counts in Fund Statement generation
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation phase.
See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!
I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.
This is what shows now but it gives me the number AFTER the fact.
It would make my life so much more efficient to have this feature back in the generation…
13 votes -
Fund Advisor Template - Total by Advisor vs Fund
We have many separately invested funds where the profile/donor and financial advisor are the same. One GL account may contain multiple funds to invest the balance in one account vs one account per fund.
It would be extremely beneficial to have the template for Fund Advisor Transfer Letters contain an option for the total by financial advisor instead of by fund. The financial advisors may not be aware that there are multiple funds invested in the single donor account. This is currently causing confusion and making the templates less useful then they could be.
1 vote -
auto receipt - ability to disable by campaign
Would like the option to turn on/off automatic ticket receipts by event.
21 votes -
Include Campaign in "Add Financial Filters"
Please add Campaign as an option in the Add Financial Filters list of options. Thank you!
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to Build Custom Financial Statements in the Reports Section
There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.
19 votes
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