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1216 results found
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Ability to bulk update profiles links from Household Members
Household is setup with members but the members, in the profile module, do not have profile links setup, for instance SPOUSE. Would be great to be able to bulk update the members to automatically assign a profile link to the members instead of manually adding.
2 votes -
Fund Fee transaction export
After posting fund fees, please allow for an export of the transaction detail. Currently once can only copy the detail and paste into excel in order to then be able to sort and analyze the data for volume of income from different fund types - an important part of my analysis, as I want to see how much partially-endowed funds are providing in comparison to fully endowed & non-endowed funds, as it's the most popular segment but the most active & unpredictable in terms of contributions and granting. Have an export will help immensely.
2 votes -
Bulk checkmark Yes as "share" in attachments of fund
When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.
2 votes -
Fund Advisors List
In the Giving Hub if a Fund has multiple FA can they be listed within the Fund.
1 vote -
Fund Advisor Overview
For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?
1 voteThere is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal
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990 Donor Report: Ability to generate based on profile type
On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.
2 votes -
Favorites
Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.
2 votes -
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
21 votes -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
15 votes -
Your Tickets tab Styles donation portal
Please allow styling of the Your Ticket tab donation portal; we would like to be able to have consistent logos and banners on that tab to match the other tabs.
5 votes -
Donation Portal - Sort/Category Option for events
Would you please consider adding a sort option or categories for events? We have events for NonProfit Professionals, Donors, Development Officers etc and it would be nice to be able to group them together for ease of viewing and registering.
5 votes -
Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
17 votes -
profile payments buy a ticket
We have a Campaign - Race (5k Run/Walk).
Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.
- Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
- Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.
IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.
I apologize if this isn't clear. I have to figure out the best way to solve this problem.
1 vote -
Add note to RSVP
We would like to add a note to RSVP's. For example, we currently have an event where people are RSVP-ing "No", but would like to talk to staff at a separate time. This would be a great way to keep track of these people/organizations.
2 votes -
Visual Presentations Using Charts (with GL data)
In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:
Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.
Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart
Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.
17 votes -
Edit campaign after tickets created
We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.
3 votes -
set scholarship
When you select Set Scholarship it should not allow you to use an inactive fund or at least should provide a warning message
27 votes -
Email receipt
When a donor with an existing profile makes an online donation, the receipt is sent to the donor's primary email on file rather than the one provided at checkout. Hoping this change can be prioritized as it could be problematic for many reasons.
20 votes -
Add contact information for organization on envelope/labels
When we generate fund statements for mailing, we also export a CSV of the fund advisors who should be receiving the statements to merge into an envelope. When the CSV is generated, contact information is not exported for organizations, only individuals. This is critical as fund statements should go to certain people within the organizations and sometimes even multiple people within the organization. Please fix the CSV export!
1 vote -
term investment - need 1099 interest report
A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.
2 votes
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