38 results found
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short name
We are new users and are quite surprised (disappointed) that there is no field to record the account ID number used by our investment manager on a Fund profile. Our work-around is to use the SHORT NAME field for the ID No.
Also, it would help if the SHORT NAME field - for our purposes anyway - would appear in the uneditable Audit Detail Reports in Admin Fees and Rev Share sections.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Vendor results to Reports (Fund Summary)
We would find it beneficial to have Vendor and totals also reported under the 'Reports' fund summary. We are aware we can use the >Reports dropdown to run a vendor specific report. Having Admin Fees, Grantees, Donors and Vendors on one report would help clarify money in and out across the board. (On my attachment example, the blue boxes shade proprietary/confidential information.)
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Reclass Permission Within Funds / New Permission
There's a Reclass option now available on Funds. It's for initial setup, but anyone can change that if they have the Edit permission on Funds. We'd like this broken out, having a separate permission within Funds for "Reclass". It seems too dangerous giving anyone who can edit a fund to be able to change this.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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fund list
Please add "CLOSED" to the funds that are closed in the LIST ALL and LIST DAFs and LIST AGENCY. When you are scrolling through the listing the Title Bar disappears so you have no idea what the Yes and No even stand for.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Short Name Field in Funds
Increase the Short Name field when creating a new fund to be longer. This always stops me from creating a new fund.
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Bulk Add Notes
I would like the option to bulk add a note to a group of funds. For instance, I would like to see a list of the "Designated Funds" and be able to click "Bulk Add Note" to add a note / alert to all Designated Funds.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Fund Page - Summary Report - Multiple Years Displays Wrong Data
When you are in a fund and click Reports from left menu, it provides you with the ability to enter a date range or choose from the prebuilt date options. If a User enters a multi-year date range, the data displayed on this fund's report is wrong, particularly the Grant data under CY and LY columns. In addition, the system does not provide any information on what CY or LY represent in this report. There needs to be a disclaimer that this report should only be used for a 1 year summary. Or, this report needs to be modified to…
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Bulk Attach Files visible in each Fund
When attaching a file in bulk to all of our Funds to share on the Fund Advisor Portal, I can see the file on their portals. But I cannot see the file in each individual Fund. It doesn't make sense to bulk attach a file and then not be able to see it in each fund.
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Donation and Grant report by fiscal and calendar year
When running Donation and grant reports - would be nice to have the option to run these by both Fiscal and Calendar year, since statements are often ran on a Calendar Year
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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fixed amounts for bond purchases
We use bond purchases as part of our investment pool. It would nice if we could set a set amount to these accounts and not a percentage for cash management.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Schedule When Funds Are Eligible for Distributions
It would be great if there was an option to schedule when newly established funds are to be included in the granting calculations.
For most of our funds, we require them to sit idle for at least one calendar year after being realized to allow for some earnings to build up before we grant. Currently, we either have to remove them from the granting calculation altogether and just remember to add them back in after 1 year, or uncheck them from the distribution list before it's posted. Either way, we're relying on our notes and memories for this process. An…
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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subgroups
Create the ability to assign multiple subgroups to a fund. For funds that have multiple types of subgroups, but only being able to assign one subgroup to a fund, doesn't show the whole picture when pulling reports.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Pass Thru Fund Flag
Add a Pass Thru Fund flag to the fund profile in the restrictions section. This is a frequent coding for funds and it would be helpful if it was a standand field an not custom field
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Service Area - Expanded Options
It would be nice if the service area could be expanded to allow the user to select multiple options within a service area. For example, if I set a service area as a county and then set the cities within that service area I would be able to select not just the county, but also the city. This could then make for a more nuanced reporting that allows the user to sort by county or city but it all under the umbrella term of a service area.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Short Name
Please extend the character limit so we don't have to truncate the fund name
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Import custom fields for Funds
It'd be great if we could import data into custom fields for funds, just like we can for profiles.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Create a fund History on the fund's page
Have a chronological history for the fund on the fund's page that details all activity and communications related to the fund like a log
1 1/1/22 fund set up.
2. 1/2/22 fund advisors John Doe and ... added
3. 1/10/22 donations received cash stocks etc
4. 1/20/22 fund advisor invited to portal?
5. 3/30/22 grants paid
etc..all of this is in the system but right now we have to go to multiple locations to figure out a history of a fund. For example the donation letter email is logged in the profile and the fund advisor email is under…
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Warning Notice for Beneficiaries not totaling 100%
Can a warning be added to the system when beneficiary percentages don't add up to zero? Currently the system just lets you save any percentages even if the total doesn't add up to 100%.
11 votes
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