934 results found
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Charity Check Data should be updated daily
The charity check data (through Grant Connect) is only updated on a quarterly basis, which means that if a Charity looses their status, they won't fail the charity check until the next quarter. The data should be updated on a daily basis - not quarterly.
2 votesAt this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.
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RSVP Option for Households instead of guests
RSVP Option for Households instead of guests
We need an RSVP for a household where we can add the household members without going through the add a guest function. We are only using this campaign event to make sure each profile shows who attended.5 votes -
DO NOT contact
Please can we have an option to remove the do not email, call or mail in bulk for individual profiles? You currently have to click through all three - can we have a do not contact option that encompasses all 3?
5 votes -
Accessing note types via Notes section
Please can you add a link to the note types in the Notes section (currently you have to go to Opportunities, which does not seem intuitive).
5 votes -
Search option for online purchases
If the customer has the option to "search existing accounts" (aka existing profiles) before they create a new account to purchase event tickets, we could avoid duplicates.
12 votes -
Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)
The bulk create yearly tax receipts is a great function - and I would love it if we could leverage the way we do statements. Currently, the option is to mail or email the yearly receipt on an individual level. If we could have a way to bulk create them for donors and publish to the fund advisor portal, not the donor portal, so that fund advisors can see the tax receipts this would get around the issue of individuals having to change the profile to the household to see household donations. This way they could see their yearly receipts…
2 votes -
add photos
We now allow users to edit their own information. Our records allow photos to be included for each user. So when the user clicks on "Personal Information" -> "Edit Information", can we allow them to add (or change) a photo?
- It's unclear to me how the photos in the profiles are used. I don't see where they show up.
- They should show up at least when you are viewing the profile. But other photo uses are possible including when you are listing the advisors/managers of funds, photos are worth a thousand words.2 votes -
Calculate CGA/CRT Payments based on % of FMV.
Need the system to take the FMV and calculate the new year's payment on CRTs based on a specified % of FMV. His example was 8% payout annually of FMV. But that FMV updates every year, so payment amounts need to change; the % remains static.
3 votes -
Recurring Donation List - show fund in table
When home Home/Donations/Recurring donations - a list of recurring donations is listed. However, it doesn't show the FUND the donation will be applied to on that screen (or when you export the list), I find it frustrating as our recurring donations list is growing. A post about it was archived. I hope to get some traction with this one!
4 votes -
portal access: details on pages that profiles are viewing
Would love ability to see where a "fund advisor" is accessing, fund statements versus documents versus tax receipts. We are trying to evaluate if our newsletter is being read that is provided at the time of fund statements. Our email directs them to click in documents to see but we have no way of knowing if they actually are.
4 votes -
Import Payments
It would be helpful to have the ability to import payments, similar to how we can import invoices in bulk. Our foundation processes a monthly batch of pre-authorized debits, and currently we have to manually enter each payment and apply it to the related outstanding invoices. It would save time if there were a .csv upload option for payment records.
5 votes -
990 Division Checkbox Filter
Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.
4 votes -
Set registration information required
We would like to be able to set the required information for someone to register for an event. Sometimes we have donor events where the individual/household should register, other times we have grantee events where we would like the organization to be required and the guests should be the individuals actually attending. We are running into the problem with the individual "tab" being first is that organizations are registering as individuals rather than the organizations and we are having to manually fix each ticket. At this point, it would have been easier for organizations to call or email us and…
5 votes -
Pledge Reporting
Home - Pledges/Promises - Filter Reports.
Please add to the list of available filters, pledge campaign since this is a field that is on the pledge. This would help when needing to see a list of pledges & outstanding balances for a specific campaign. This report is the best report for reviewing outstanding balances of pledges & this data point would make it even more useful.
Home - Pledges/Promises - Filter Reports - Export
Please include the fund group/subgroup/segment/division, fund short name & campaign associated with the pledge to the list of fields that could be included on the raw…
5 votes -
Prevent spendable balance from exceeding fund balance
I would like a hard stop or a warning message when a user is going to take an action that is going to result in the fund spendable balance exceeding the total fund balance. We have seen this occur when an manual distribution is made to the spendable beyond the total fund balance and also from transfers out of the fund balance that did not hit the spendable balance. Since the spendable number is the most important when it comes to our grant budgeting, we never want a case where the spendable is showing higher than it actually is or…
4 votes -
Bulk delete grants...please!
We see that this request has been archived in the past. Please reconsider it. If we import a large batch of grants or use the "Create Spendable Grants" to create hundreds of grants at one time, there is no way to bulk delete those grants once created if we find there is either an error or something that needs to be run differently. Individually opening and deleting each grant is extremely time consuming. Bulk actions can be found in other areas throughout the site. Can bulk delete of grants be implemented?
2 votes -
Online Donations: Setting to disable auto receipt when a tribute is included
When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.
Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?
Or could the system allow me to edit my letter before it is emailed?
11 votes -
Grant Notify and Advisor Request Notify Email Management
It is so confusing with the grant notify checkboxes at the Fund Advisor level and the Advisor Request Notify checkbox at the Portal level. All of these should be at the Fund Advisor (or Profile) level, with the ability to bulk edit. Non of these emails should be set as an All or Nothing option, because it is often specific to the individual, but we do need the ability to manage in bulk, if needed. Administration of emails is really important and the user experience of doing so for these is pretty awful.
3 votes -
new portal
Many things can be renamed or turned off on the left side navigation of the new portal. However, under the "Grantee" tab the left side navigation lists "Summary, Grants and Scholarships". I think we should have the ability to turn off scholarships particularly if you do not use that language with your grantees and there is a student tab that has scholarship info. It seems like it would cause some confusion. I realize some orgs my call their grants or donations scholarships so it would make sense to be able to turn this particular section off and on for grantees…
1 vote -
Add Tribute option for Grant Requests
This idea has been posted before, with many votes. I'm adding it again. In the new fund advisor portal, please add the option to add a tribute to grant requests. Donors want this option and a donation note is easily missed.
4 votes
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