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How can we improve Foundation Cloud Community Portal?

Foundation Cloud Community Portal: Fundholder/Donor

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JUMP TO ANOTHER FORUM

(thinking…)

Master / Sub-Fund

Setup an option to allow for funds to be consolidated when reported to fundholders online. This feature existed in FIMS/DonorCentral: https://npact.document360.io/fims-and-donorcentral/docs/how-do-i-use-the-mastersub-fund-feature

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David Plotts shared this idea  ·   ·  Report…  ·  Admin →

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  • Sowa Unora commented  ·   ·  Report

    YES! With FIMS we were able to generate roll-up statements, Our users also need to be able to see new gifts that have come in for any of their funds, without having to look at each fund individually. We have agency users that have dozens of endowments each, yet the current portal seems designed only for individuals with one or two funds.