1106 results found
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Donor Portal
Allow Donor Portal users to be able to separate subfunds from the main fund to view financials.
3 votes -
non gift tax deductible notifications
For a non-gift, is there a way to generate a notification to thank donors for their gifts that come from another donor advised fund or a commercial fund that do not receive the tax deduction notification?
2 votes -
Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
16 votes -
New Portal: Grants listed in Make a Grant Request
In the Fund Advisor tab, when a user clicks the menu item to make a Grant Request, it leads to a page that lists a bunch of recent grants, but there doesn't seem to be rhyme or reason as to the time frame of the grants listed. I've logged in as different Fund Advisors (with old DAFs) and the grants listed aren't the same time frame. One listed grants as of last May, one listed grants as of last February. It seems strange and arbitrary.
It would be much better to have the Grant Request menu item lead directly to…
2 votes -
proxy new portal
New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself.
This is a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.
The suggestion to login in two browsers, still results in the staff person having to log in repeatedly to CSuite in the second browser.
1 vote -
Checks Content - Date Merge Fields
Please make available the US(MM/DD/YYY) DateStyle selected in Site Data in the Checks > Content > Check and Voucher Date merge fields.
Currently only YYYY/MM/DD is available .
Thank you .1 vote -
Filtering should include nulls/blanks unless the filter is to exclude it
Currently when filtering on a field to to exclude something, it is also removing all fields that are null as well. For example on a donation report, when I put the filter on the field Donation Type ID so it is NOT "In-Kind", one of our options, then it will remove all "In-Kind" donations from my report as well as all donations without a Donation Type ID, which is every Stripe donation.
5 votes -
New Portal - Grant Request History Export to show Advisor Name field
The Grant History page shows the name of the advisor that made the grant request.
When you go to export this page to a spreadsheet using the Export option, the exported spreadsheet does not include this field. Please add the name of the advisor who made the request to the export spreadsheet.
4 votes -
Add option to filter assigned tasks
We assign tasks to our development team and meet with the team to review/update, etc. It would be helpful if we could filter on the assigned tasks to see one Steward at a time.
4 votes -
Show total (combined) balance of parent and sub-funds for fund advisors
Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?
1 vote -
Recurring Donations & Tributes
It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.
5 votes -
Grant Request Button OPTIONAL
Please make the Grant Request button that appears on Grants AND Scholarships on the new Giving Hub OPTIONAL. The button is not needed for scholarships as they have an application process already (in most cases).
2 votes -
Sync Sandbox to an earlier back up of Live Site
We recently lost a large portion of our custom field data because of a error on a custom field import. As the import had been run in both our sandbox and live sites, we were not able to pull the older data from the sandbox to fix the live site. Foundant cannot pull specific data out of a back up (would need to set the whole system back to the back up date) and so we are stuck with having lost that data. It would be a weight off our minds if we could know there is a work around…
1 vote -
Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…
1 vote -
Comprehensive Money In Daily Report
Comprehensive Money in Daily Report --- why is there no Money In Report which will capture Donations AND Profile Payments/Event tickets which can be filtered/run per day? Currently these buckets of money in live in separate sections in CSuite and we have to pull two different reports.
4 votes -
More details to email from "Fund Advisor Profile Updated"
This idea was already archived in the idea lab, but I'm bringing it back, as it is could still be improved.
When fund advisors update their account info in the portal (which is great!), staff receives an email notification with a link to the fund advisor record. We then click on the link, go to the profile, and then have to view the logs to determine what was changed. The email notification should included the details on what was changed OR when in Csuite, the updated information should be an alert for staff to acknowledge or "approve" the change.
4 votes -
Fund Module - sort relationships by Fund Profile Category
Sort relationships to fund by Fund Profile Category
3 votes -
Change profile on opportunity
There is no option to change the profile for an opportunity once it is made. Sometimes we have the name of the person who referred it, and we put it on that profile. Then once we get the name of the client we want it on the client profile. I have to delete the first opportunity and make a new opportunity. But if this opportunity started in 2024 and I don't have the details of 2025, the created date will look like this started in 2025. I want a button on the left that says change profile similar to the…
4 votes -
donor portal financials
If a fund advisor has multiple funds, i.e. an affiliate, on the screen where they can choose which fund to access, is there a way to put the fund balance under the fund name? That way you can see the fund balance without opening each fund.
1 vote -
Grant Refunds
It would be great if the grant refunds could impact the grant total amount in the same manner as grant cancellations.
At a minimum, the grant coding from the orginal grant should carry over into the grant refund or, at the very least, have a place to enter the Fund Grant Type Name in the grant refund record.When running reports by Fund Grant Type Name, refunds are blank resulting in the need to manually code them in excel each time a report is run
1 vote
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