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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 -
Add a content area in the Manual Fund Statements page
In the new portal, there's not a content area available if you enable the manual fund statements option. This would be helpful to add.
2 votes -
Reporting
Currently, if you want to create a custom report only showing certain GL accounts, when you filter a bunch of accounts, it lists all of them at the top of the report in the filter section and when you export the report. It would be nice to be able to hide that field so when looking at the report or exporting it looks clean. The goal is to use some of this reporting for managers, but listing 20 accounts that are being filtered makes the report look messy.
2 votes -
Giving Hub
We need to be able to have more than one Event Ticket Tab Name. We have 19 affiliates so it is not uncommon to have more than one event with tickets for sale happening at any given time. It would be nice if this Event Ticket Tab Name was somehow tied to the actual Campaign, this way for each affiliate, their event tickets for multiple events would each have their own tab name.
2 votes -
Customize Fund Advisor portal
I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request process for both fund advisors and our team.I propose two key enhancements to the Fund Advisor Portal:
File Upload Feature:
Allow fund advisors to upload files directly through the portal. This would streamline the submission process for grant requests by enabling them to attach relevant documents, such as proposals and supporting materials.
Customizable Fields and Questions:Implement a feature that allows administrators to add or modify questions and fields in the grant request forms. This flexibility would help ensure we gather all necessary information tailored to different grant opportunities and donor requirements.
These improvements would enhance the usability of the portal and facilitate a smoother grant request…4 votesNote: Files can be uploaded and submitted with a grant request through the portal.
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Export List Views - Pledges Specifically
It's great that pledge balance is available in list view, but I would love to either be able to export that table to excel and/or be able to pull that same information into a pledge report.
1 vote -
Personalization of "Make A Donation" button - to display FA's fund only
When a Fund Advisor is on the (new) Donor Portal page, a button shows up that says "Make a donation". This takes them to a donations page with all of the promoted Funds along with the user's DAF. This is a bit confusing for our user base, and we would like the option for that button to instead direct them to a page that only shows their own Fund(s). To be clear, it directs them here: https://topjfoundation.fcsuite.com/erp/donate We would prefer that it directs them to their own fund (fund id 1111 in this example) https://topjfoundation.fcsuite.com/erp/donate/create/fund?funit_id=1111
4 votes -
customizable text for tribute fields in Giving Hub
Be able to add text to explain tribute notifications in Giving Hub. Many donors don't understand the purpose of the notification. They are using it to receive notification that their donation was processed. Later, someone chooses that tribute for their donation (because you can't tell who will be notified from the dropdown), and some random person(s) gets notified of the list of donations given using that tribute. It gets ugly.
5 votes -
Change Donor Warning-Second Step
It's great when we realize we posted a gift to the wrong donor (happens a few times during our Annual Give Day). While it's easily corrected, could there be a warning that you must also Edit the General Ledger information. This is a two part process.
2 votes -
Profile Fund Relationships - alphabetize Categories
Profile Fund Relationships - I see that the fund names are alpha order, but the relationship Categories are not. We often have more than one relationship per fund. Can you also put the Categories in alpha order? It would greatly help readability.
2 votes -
Revenue Share Deposits - Impact Investment Interest Income
Revenue Share for Deposits
We get interest income from impact investments which are in our investment pool. We would like to be able to revenue share these deposits rather than do a negative voucher to allocate the interest income.
16 votes -
Google Translate Display
We are in an area that is multi-lingual in addition to English (mostly Spanish, Russian, Arabic) and would love to be able to use the Google Translate option to help non-English speakers (or English as a Second Language) interact more easily with us. However, as it currently loads, you have to zoom out on a browser screen to be able to view more languages with the way the columns cascade to the right. For most of the languages spoken in this area, a standard laptop screen will not display them without zooming out on the website, which is not something your average user will likely just try.
Could the list styling be adjusted in the following two ways:
1) sorted where a foundation can select to prioritize commonly spoken languages in their area to be listed first before all the others (for example, Spanish would be listed first instead of having to find it through a list of 100 languages)
2) can the formatting be fixed where you don't have to zoom out to be able to see all languages? Using a simple dropdown vs. the columns would make this SO much more intuitive for a user who is not a native English speaker.We are in an area that is multi-lingual in addition to English (mostly Spanish, Russian, Arabic) and would love to be able to use the Google Translate option to help non-English speakers (or English as a Second Language) interact more easily with us. However, as it currently loads, you have to zoom out on a browser screen to be able to view more languages with the way the columns cascade to the right. For most of the languages spoken in this area, a standard laptop screen will not display them without zooming out on the website, which is not something…
4 votes -
online donations creating new profiles each time
A donor should have the option to use their existing profile in the system instead of creating a new profile every time they donate.
60 votesWhen both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
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Grant Recognition Options
When requesting grants, fund holders should be able to select how they would like to be recognized. They should be able to select between fund name only, fund holder name, address, and email.
Often times our fund holders select different recognition options for certain organizations outside of anonymous or not. We encourage organizations to send thank you letters to the donors and this helps make that connection.
5 votes -
Add unique id attributes to the body element for each page in the Portal
Customizing the Portal's styles is unnecessarily difficult. In part, this is because the elements on each page are only given generic classes. In particular, the body element has the classes "ft_body" and "portal." But that makes it very difficult to target the content of only one page with a desired style.
Instead, the body element should be given a unique id attribute to distinguish the page on which it appears from every other page. Ideally, the id should identify the role-based portal in which the page appears and the function of the page within that portal.
For example, when viewing the Donation Summary page in the Donor portal, the body element could have the id "donor-summary." In contrast, the Contributor Summary page in the Fund Advisor portal could have the id "fundadvisor-contributor-summary."
Or each page could have a seemingly random--but persistent--body id. What ultimately matters is the id's uniqueness and persistence, not its meaningfulness.
Customizing the Portal's styles is unnecessarily difficult. In part, this is because the elements on each page are only given generic classes. In particular, the body element has the classes "ft_body" and "portal." But that makes it very difficult to target the content of only one page with a desired style.
Instead, the body element should be given a unique id attribute to distinguish the page on which it appears from every other page. Ideally, the id should identify the role-based portal in which the page appears and the function of the page within that portal.
For example, when viewing…
1 vote -
New Portal: ability to select which Interest Types are shown
We have some Philanthropic Interest Types that are internal only and others we would choose not to list given the option. Adding a toggle next to show/hide in the portal would be great.
6 votes -
Loans between 2 Funds
We are testing using Loans in Csuite for the first time. It would be great if a loan could also have the option to be between 2 funds so that the system would not only create the entries on the fund making the loan, but also on the fund receiving the loan. And this would extend to the payments as well - that the system would make entries on both funds. In our case, we are loaning to an affiliate organization which has its funds with us. The payments are coming from that fund.
6 votes -
Endowed Fund flag on tax receipt
Please add the boolean "endowed" variable to the template fields list. In Illinois starting 1/1/25, gifts to endowed funds qualify for a 25% tax credit. On our receipt letters we'd like to be able to automatically flag the donations that will qualify. Thank you.
3 votes -
Grantees reports - Add the grantee "EIN" option to the "choose export columns"
Grantees reports - Add the grantee "EIN" option to the "choose export columns"
Could help eliminate grant duplicates while analyzing the fund report due to org name/address discrepancies.
1 vote
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