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922 results found
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Profiles: Improve search
Improved Search Capabilities: There needs to be a way to search for profiles even if you don't have (or know how to spell) the whole name. If someone's name is "John Smithe" but you think it's "John Smith" and you type "Smith, John" in the search bar, the profile you're looking for will not populate. If the search function could pull names that start with the letters up to the comma, the searcher could find John Smithe, John Smitherman, and John Smith-Stone.
5 votes -
Inception to Date Report with Fund Balances
It would be beneficial to be able to create a report (similar to that of the audit report) that shows a funds beginning balance, the change in the fund balance for the time period (donations, grants, expenses, investment earnings, etc). ending balance. The key here would be for it to be just 1 report with 1 fund showing all of the years that the fund has existed or at least data is in CSuite. This is possible with the audit report but only for 1 year at a time. A year over year income statement gets the year over year activity but no fund balances. It would be beneficial to have it all in a single report for 1 fund to share with the fund holders as an overview document.
It would be beneficial to be able to create a report (similar to that of the audit report) that shows a funds beginning balance, the change in the fund balance for the time period (donations, grants, expenses, investment earnings, etc). ending balance. The key here would be for it to be just 1 report with 1 fund showing all of the years that the fund has existed or at least data is in CSuite. This is possible with the audit report but only for 1 year at a time. A year over year income statement gets the year over year…
45 votes -
Create Unique Crant Catalog based on Fund Advisor's interest
Would really like to be able to show specific grants in the grants catalog to specific groups of fund advisors, based on the fund advisor's interest.
5 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.
4 votes -
NPD: Add breadcrumb for navigation back from a category page
After clicking on a Category, there is no breadcrumb back to the Nonprofit Directory Home page. Please add this.
4 votes -
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.
4 votes -
Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
19 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 excel and then combine together.
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…
11 votes -
campaign tax receipt
When you setup a campaign event you are not allowed to suppress the automated online donation tax receipt. So the donor receives the campaign event tax receipt and the online donation tax receipt. It would be helpful if foundant could add a check box to suppress the automated online donations tax receipt letter for campaigns without affecting all online donations.
12 votes -
Default Grant Sort
I think grants in the various buckets used to be sorted by grantID by default, but now I can't tell how they're sorted. I know I can choose any column to sort by, but can it go back to default sorting by grantID like before? Thanks for considering.
16 votes -
Bank Rec: Option to bulk unreconcile to a certain date
It would be really nice to be able unreconcile in bulk or back to a certain month. Currently, you have to unreconcile, month, by month (and lets say) you were doing some year end cleanup in Dec, caught something that happened in Feb, its a pain to unreconcile 11 times (assuming you are reconciling once a month and not more than once a month)
9 votes -
Link opportunity to a pledge
It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.
16 votes -
Add multiple payment types and banking information to profiles
Have the ability to add more than one set of banking instructions to a profile and select which payment method/account to send to.
16 votes -
Scholarship Payment Report
The default scholarship payment report includes voided checks so payments are listed twice with no notation that the payment check has been voided. When creating custom reports, there is no filter to exclude voided payments. I was advised by foundant support to export two different reports to excel and use a merge query to combine reports. Maybe that sounds easy and doable but not to me. It would be helpful if a we could run a report that shows actual payments.
6 votes -
Grant Catalog notification
It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.
7 votes -
login info tab: move to right of notes tab
It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.
5 votes -
Allow changes to Recognition Name field and description shown during online donation checkout
The new "Portal Options -> Settings" areas in the sandbox (and rolling out to live site tomorrow) are great -- lots of customization! I would love to have the ability to edit the "Recognition Name" field name and description from the Checkout area of the donation portal/giving hub. Our donors don't interpret that field in quite the same way our staff do, and we would like to customize how it appears as we can with the Cover CC, Anonymous, and Newsletter fields.
6 votes -
Add an edit feature to the distribution calculation
Please add an edit option to the distribution calculation after you click review and before posting. More than 100 of our scholarships have a defined payout. I change each amount to the defined payout which is shown in the distribution type. (We have 25 different distribution types with a define payout). Sometimes I hit the enter button and it goes to the next page before I finish. Would like to be able to go back in and edit the remaining without creating a new distribution calculation. Also with our funds that we calculate the distribution amount that goes to the distribution committee we split the amount because we have two distribution rounds (spring and fall). We use half of the calculation in spring on December 31st then run the calculation again for fall on June 30th and only use half of the amount. If I make a mistake, I can't go back in a correct it before I post.
Please add an edit option to the distribution calculation after you click review and before posting. More than 100 of our scholarships have a defined payout. I change each amount to the defined payout which is shown in the distribution type. (We have 25 different distribution types with a define payout). Sometimes I hit the enter button and it goes to the next page before I finish. Would like to be able to go back in and edit the remaining without creating a new distribution calculation. Also with our funds that we calculate the distribution amount that goes to the…
6 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
13 votes -
Restrict fields for editing on public-facing profile
For new portal, please allow the ability to restrict what nonprofits/donors can edit in their public-facing profiles (nonprofits in particular) on a field-by-field basis. An example, we don't want nonprofits to change all fields, only, potentially, their mission statement, and further description. Thanks.
5 votes
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