1589 results found
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expense account drop-down menu
Please go back to having the Expense Account as a drop down menu instead of a search bar when creating a grant!
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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Show "GLM request" logo in the "New" bucket
Hi,
Would you please show the GLM request logo in the "New" bucket to differentiate DAF from GLM grants.
Thank you,
Paulette8 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 group list count
It would be great if you look at any group data, whether it be a fund group, list of specific donations or anything of that nature that the bottom of the screen can give you a count of how many are in that listing. The idea of having a count for the number of funds in a certain group was archived, but I don't see why this would be an issue. It would really be helpful.
7 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 movement of completed grants
Currently, C-Suite allows one move a grant to complete status either individually or all. I would like the ability to select a group (such as Quarter 1 of 2022) of grants and move to complete status.
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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Errors on lots of dashboards
The Top Individual, Top Household, Top Org, Top Funds, etc. on some of the dashboards (Donors, Funds, etc) are wrong. These are really cool features, so please fix so we can deploy these. Thanks.
1 voteThis is a support issue. The product team has forwarded this to our support team.
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Profile Merge - search by Profile ID and include Profile ID in search results
When merging profiles and searching for the other profile to merge into, it would help if we could search by profile ID and for the search results to include the profile ID as part of the listing.
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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Include donor and fund name on the new tribute notify report
We don't always use templates to send tribute notifications, so it's very useful for us to be able to see the tribute, whom to notify, the fund name, and the donor's name. The old tribute notify list included this, and it'd be really wonderful to have that feature back!!
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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Add transaction date to reports
It would be helpful to have a GL report that shows the transaction entry date as well as the post date.
7 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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org roles
From the profile "relationships" tab, show the active status or end date on any associated org roles. Currently, if you're looking for relationships you'd have to click on each org role to ensure it still applies.
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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Content: Enable html for Advisor_request_confirm_email_body
Please make the new Advisorrequestconfirmemailbody template HTML compatible!
We are very excited to have the option of sending a confirmation email to advisors when they make grant requests but would like some options to make that email look a bit more professional.
It is especially true for multiple grants added in a cart. We would like more flexibility in how that displays.
Also, are there any other merge fields other than amount, grantee name, and description? Specifically, we would like to have the fund public name available.
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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Bulk edit, attach file
From a report where I filter for specific funds, I would like to be able to attach a file to all funds I have sorted for in my report. It does not appear to be an option in the bulk edit list currently.
7 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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Whole numbers on reports
Add ability to round up numbers on reports to nearest dollar instead of having to do it in excel.
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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Add Account Balance Column to the Accounts page
We are coming from a program where we could see all the account balances on the chart of accounts page so it seems very backwards to have to go into each individual account and scroll all the way down to the bottom of the page to get the account balances on bank and investment accounts. It would be extremely helpful if a balance column could be added to the main Accounts page. This would be great on the Funds listing pages as well.
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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Campaigns: check box so that people registering for events can select or deselect whether they can be photographed at the event
Add a check box so that people registering for events can select or deselect whether they can be photographed at the event. This could also be a note if the note field can be adjusted so it is not so large.
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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Grants: Copied Grants are not pulling in the grant advisor
When a grant is copied the grant advisor should also be copied automatically. It currently defaults to "none" leaving the field blank.
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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Recurring Grants - Additional date options
Recurring Grants time schedule- It would be ideal to be able to select the dates of the issuance of recurring grants in case they do not fall under the the current options limited to monthly, quarterly, annual, semi annual payments. For example, if I need to create a recurring payment twice a month(15th & 30th), I need to create two different recurring grants for the same purpose and each has its own report of grants paid,
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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Recurring grants- it would be helpful if existing recurring grants could be edited
Recurring grants- it would be helpful if existing recurring grants could be edited by grantee or amount. The alternative is to cancel it and create a new one, which loses the history of past activity linked to the same commitment.
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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when a grant is copied the attachments should also be copied
When entering grants from an attached list serving as backup, I would like the ability to copy the grant along with the attachment I uploaded to the first grant to avoid having to reattach it on the following copied grants.
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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Tabbing when creating or editing profiles
When creating or editing profiles, I'd rather use my keyboard to tab through the fields rather than clicking with my mouse. I'd like to have the ability to tab through the left side, then the right side of the profile followed by the address, emails, etc. It makes more sense to tab down from Work Org to Work Title rather than tab to the right from Work Org to Pronouns as those are similar fields (for example).
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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Zip code auto-fill
This has been posted a few times and archived. Can we please have the auto-fill back for the city and state when you enter a zip code. This saves so much time (and spelling errors). And if the zip code does not match the city you want, just be able to edit it right there. That was always an option.
I am currently entering over 100 profiles into our system from a fundraiser we just had and the auto-fill would save me SO much time!
11 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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