1213 results found
-
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…
5 votes -
grant advisor
On grants related to the Grant Advisor field, the field prepopulates with an individual who has the Fund Advisor designation. It would be helpful for the field:
to default to blank or a Fund Founder instead and
contain the ability to list multiple people in the case of a fund with multiple founders.2 votes -
grant catalog
We've had increased interest from the nonprofits that submit requests through the Grant Catalog to see the progress of their requested funding. Would be great if there was a way for the Nonprofit Grantee to track this during the Catalog cycle to know if they were getting partial or full funding prior to the close of the Catalog cycle (we process all the grants at one time at the end of the cycle). This would enable the nonprofit to plan accordingly if they are asking for an emergent need.
4 votes -
Stripe
It would be very helpful to have donor names tied to all stripe activity in fund statements- specifically fees (admin and stripe). We can sometimes have up to 4 or 5 line items under a donation and the only line that has the donor name is the actual donation line. If we get multiple stripe donations in the same day, the fees aren't always in order so it makes it difficult to see what fee is associated with a specific donor.
I've attached an example of a section of a fund statement in the activity detail.
4 votes -
Sort Funds the same way we can sort the nonprofit directory
We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.) So when the portal is displayed, users could easily find funds in their community. We want something similar to what the nonprofit directory allows where you can click on a type (i.e., Designated or Scholarship) to help filter a long listing.
2 votesThe search are does look at service area on a fund, so that could be an option that you communicate in the content area.
-
Changing Fund for Online Donations
I wish to see an easier option to change a fund after an online payment is submitted - similarly to cash or check processing where there is an easy button specifically to change the fund.
2 votes -
Include reporting of notes for all records they can be added to
It would be nice to be able to report notes with a profile, fund, or recurring grant or any other object on the same report. And the report still report the main object (profile, fund, grant) information even if a note is not present. We are trying to monitor recurring grants the donors initiate from the portal. They often include a note that never gets seen unless you expressly go looking for notes.
1 vote -
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).
6 votes -
Allow Fund Advisors to set recurring grant requests by % of spendable
We have some donor advisors who have endowed funds and want 100/50/etc% of their annual distribution to go to the same organization each year. Currently they can only set an amount for a recurring grant recommendation, but since their fund is subject to a spending policy their spendable balance amount varies year after year. Setting a percentage vs. an amount would be helpful.
3 votes -
Set Default Payment Type on Donations
Most of the donations they receive come in as checks. Would like to be able to set a default payment type that will autofill check as the payment type, unless they change it to something else.
3 votes -
GLM Grant Status in CSuite
It would be nice if the GLM status showed in CSuite the same way the CSuite status shows in GLM. This would keep from bouncing back and forth between applications.
3 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.
6 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…
6 votes -
Statement Type Option for No Statements
Some of our funds have several fund advisors. Some of these fund advisors do not want and/or need statements. It would be helpful to have a statement option at the fund advisor level to suppress statements or indicate "No Statements". Currently, the checkbox for statements is at the fund level. At the fund advisor level, the only selections available for statement type is paper, online, or email. Can we get an option to suppress statements at the fund advisor level or a statement type that states "no statements"?
24 votes -
Create custom view or add columns to donation bucket list
I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.
13 votes -
Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record
The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.
12 votes -
Add filters to the check voucher module
Allow filters on the check voucher module for ease of browsing and locating info.
12 votesPlease add the specific object and filters needed.
-
Allow bulk updates via data imports (csv with unique IDs)
Allow bulk updates via imports on profile, grants, voucher, and fund tables. This already exist for custom fields but not all fields.
13 votes -
donation & grant advisor - populate one should populate the other on interfund grants
Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!
1 vote -
Set Grant Letter When Creating Grant, not have to edit then set grant letter
When creating a grant, I need the option to set which grant letter I want during the creation of the grant instead of entering the information, then saving, then having to go back and edit the grant to set the grant letter. I usually end up forgetting to set the letter. My way would save a few steps in the process.
3 votes
- Don't see your idea?