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Add ability to COPY internal grants in new Portal
In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?
12 votes -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
10 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most recent period (month) on the Fund Summary screen. We know we can pull this field into a statement of activity, so I'm wondering if we can work with Foundant to find a way to display it on Fund Summary, pulling from the same field as we do for our statements of activity. Happy to share a sample of our fund statement if that would help.I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…7 votes -
Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
43 votes -
Add Yearly-Tax Receipt to Portal in Files or Statements
Create option to generate yearly tax receipts via a template (like we can with Fund Statements) that we can add to the portal in either Statements or Files. Currently donors can see and print their receipts individually, but not a yearly tax receipt. A yearly tax receipt on the portal would be an great addition!
13 votes -
Fund Advisor Tracking Options
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared files), navigation of grant requests, which funds in their profile were accessed the most, chart viewing, donation records, etc.
I'm hoping there are other organizations who would appreciate similar tracking options!
Currently there are very few options for tracking fund advisor activity via the log. The provided columns, after filtering for fund advisor in the profile "Login Log" on sidebar, indicate very generic info such as Timestamp, IP address, 2-factor authentication, logout or locked out notification, error message (such as invalid password), if a team member signed in as a proxy to view a fund(s) in the portal, and location.
From a marketing perspective, we would be interested in knowing not only who and when, but other potential "clicks" or "views" such as for resources/documents (ie: fund statements or other shared…
5 votes -
Giving Hub pages not optimized for social sharing
When sharing direct links to pages within the Giving Hub, there are no defined metatags (og:title, og:image, og:description) which means the link preview in social media sites (or other places it's shared digitally, i.e. new Outlook) is empty/blank. This is not optimal for marketing purposes and particularly when we'd like donors/orgs to share direct links to donate pages and/or to campaigns.
The same is true of the landing pages for each section of the Giving Hub.
We could, I suppose, create a page on our org's native website "news" feed to correspond to each campaign for the purposes of social sharing, but this is not efficient.
When sharing direct links to pages within the Giving Hub, there are no defined metatags (og:title, og:image, og:description) which means the link preview in social media sites (or other places it's shared digitally, i.e. new Outlook) is empty/blank. This is not optimal for marketing purposes and particularly when we'd like donors/orgs to share direct links to donate pages and/or to campaigns.
The same is true of the landing pages for each section of the Giving Hub.
We could, I suppose, create a page on our org's native website "news" feed to correspond to each campaign for the purposes of social…
10 votes -
Update Other Profiles Function
I attached a photo of what Community Suite shows when a profile is updated and there are other profiles that had the same phone, email or address that matched the record you just changed. This function worked previously, but it no longer functions. When the boxes are checked noting if you want to change values for the other profiles as well, the updated address does not change on any of the profiles selected. Again, this function used to work and it was very helpful. I would love to see it work the way it is designed to. Thanks!
4 votes -
new fund advisor
We work with organizations with high administrator turn over. When replacing a new administrator, they need to be set up as a Fund Advisor and then we have to manually add each individual fund. This is cumbersome.
Under "add funds" function, can you add a "Fund Advisor Like...." option that would allow multiple funds to be added at once. For example, Mr. Smith leaves an organization, can Mr. Brown be set up as a Fund advisor, click Add Fund, and Set up funds "like": [enter Profile name] Mr. Smith in this case.
4 votes -
Alert or Task Pop-Up Reminders
It would be very helpful if you could set a pop-up reminder for a task or alert that automatically popped up when you log into the system on the date that the reminder is set for.
9 votes -
Donor Portal
The donor portal graphs for fund advisors currently default to depict the prior 12 months of activity. Our donors find little utility in this view as they are most focused on the activity which aligns with the calendar/tax year perspective. Can there be an option available on the portal for a Foundation to set this as the default view rather than ask the donor to make this switch each time they log in? Further, can there be an option for the Foundation to select to have the default for the graphs to depict the current calendar year vs the prior calendar year? This will allow fund advisors at a quick glance to see how the donation and grant activity are trending.
The donor portal graphs for fund advisors currently default to depict the prior 12 months of activity. Our donors find little utility in this view as they are most focused on the activity which aligns with the calendar/tax year perspective. Can there be an option available on the portal for a Foundation to set this as the default view rather than ask the donor to make this switch each time they log in? Further, can there be an option for the Foundation to select to have the default for the graphs to depict the current calendar year vs the prior…
5 votes -
filter selections showing "invalid" error when editing a report
Very frequently, when updating a report filter, this error comes up on a new page "Invalid reporting action ',editfilter'" - you have to go back to the report and select the filter again.
Please fix this issue and allow us to only select the field to update once when editing a report.7 votes -
Journal entry order: keep in entry/import order
Please STOP the system from resorting journal entries by amount. At the very least, have the all the data necessary in custom reports so the data can be sorted in the entry order for review,
When users create journal entries there is usally is a method to the order they are entered but for some reason the system re-sorts the entries by dollar value before posting. This makes it difficut to review the entries and makes them harder to follow if researching them.
8 votes -
Enhancement to Abandoned Cart Email Frequency
We really like the ability to email our advisors who have left a grant request in their cart. Right now, the only option in the settings is to send these email reminders nightly. It would be great if there were other scheduling options, like weekly. From our perspective, emails sent each day may be somewhat irritating. It would be great if there were an option to send them less frequently, like weekly, or based on a certain number of days. We intend to send them weekly, but, at present, it will need to be done manually.
12 votes -
Make PDF Names customizable
Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.
9 votes -
Make the Campaign Ticket Header field HTML code friendly
We need a text box on the campaign page that's HTML friendly so we can better customize these campaign landing pages!
10 votes -
Add checkbox in settings to NOT make the affiliate the grant advisor for internal grants
We'd love to use the affiliate portals, but we've historically run into legal issues with having affiliates listed in ways that could be perceived as their own entity, thus we'd love the option to NOT make the affiliate the grant advisor (and therefore the vendor) for internal grants so the grant still flows through our main org's profile and the grant advisor is listed on grant letters as such.
4 votes -
Add Donation URL/Link to Fund Profile
Currently a Fund's unique donation link can only be found by navigating to the Giving Hub and searching for that Fund, then copying the link from the search bar. That link should be available directly in the Fund profile.
9 votes -
Merge Funds
It would be helpful if we could merge funds together and maintain the history of both.
8 votes -
Affiliate/Supporting Org Portal Internal Grant Funds
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group. Thanks for considering!
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group.…
6 votes
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