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1285 results found

  1. Add to Calendar on Emailed Event Receipt and/or Event page

    It would be wonderful if there was an easy way to include a link that automatically populates an "Add to Calendar" option for events when folks view and/or register for an event. Currently, individuals have to manually add event details, time-date,name, etc to their individual calendars.

    25 votes

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  2. copying multifund vouchers

    Can we have the option to copy multifund vouchers the same way we can copy single fund vouchers?

    17 votes

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  3. Create a Grant Status between Voucher and Paid, such as Unpaid.

    Currently, a grant's Grant Status switches to Paid before the person who processes payments even gets it. It would help with reporting if the grant didn't have a status of Paid until the payment is actually posted. Thank you!

    5 votes

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  4. Fund History charts in Portal - show look back date

    If you implement a look back date on the new fund history charts in the portal, there should be somewhere that shows that date, so donors understand why they may only see a certain time period.

    6 votes

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  5. Create/View Installment Grants in Fund Advisor Portal

    Ability for a Fund Advisor to create an installment or multi-year grant in the system like Recurring grants are done. Currently only communicated in Description or Notes and requires manual setup in the grant record.

    Provide greater visibility for installment grants in the Fund Advisor Portal other than leaving the grant in the Approved status until fully paid. Allow Fund Advisors to see when future grant installments will be paid.

    7 votes

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  6. Show Linked Pledges in Donation History

    When looking at a donor's donation history it would be helpful to see if the donations are linked to pledges.

    6 votes

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  7. admin fee

    Check a box that allows sub funds balances to be grouped with main fund balance when running admin fee calculation - instead of creating and admin fee group. So that if the value of the funds together moves the total to a lesser tier. For example, if the main fund has $750,000, and the sub has $300,000 and you assess 1.5% on funds under 1 million, 1% on funds over $1 mill that the calculation combines the funds only to assess the 1%.

    4 votes

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    0 comments  ·  Admin Fee  ·  Admin →
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  8. Changing the name of the Description field for Grant Requests in the Fund Advisor Portal

    Description on a Grant Request is a vague word choice that doesn't provide clear direction to Fund Advisors. There have been many times where FA's have entered a description of the grantee in this field rather than their grant purpose. Please update this field to say something like Grant Purpose or allow us to edit the name of the field.

    4 votes

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  9. Mark a single email address as "do not email".

    If we have a constituent with multiple email addresses (work, personal, etc..), we would like the ability to mark a single email address on a profile as "do not email" vs marking all of them using the do not email link. Making a single email address inactive is not visually effective to the end-user as compared to red headings and strike-through text that the do not email function provides.

    16 votes

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  10. Bank reconciliation report

    May we have an option to modify or remove the "Ref" column on the reconcile report. Coincidently, the true check numbers and this column that also reads "check ###" have very similar numbers and they create lots of confusion.

    5 votes

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  11. Make Campaign Invited and Attended Yes/No into All/None options

    Similar to the way permissions are set up, add an all or none [All/None] functionality to the Invited and Attended columns in Campaigns for all 'guests.' It would still offer the option of checking each 'guest' individually, but sometimes (as in the case of Mailchimp lists) we could do a quick check of the All box, then remove only those persons whose email, for whatever reason, did not successfully send. Since these lists are often very long and must originate through campaigns to sync, this would be a much better and more efficient option than one by one checkboxes.

    6 votes

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    2 comments  ·  Campaigns  ·  Admin →
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  12. update other profiles?

    If you are updating or entering an Address Type on a record, the popup to apply the update to other addresses appears. You check the other addresses, select "Update Checked Items" and the page refreshes. But the other profile Address Types are NOT updated.

    Include Address Type for updating or have a response from the system that it isn't included in the update other profiles batch.

    3 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  13. Custom donation report - exclude anonymous donor names

    When running a custom donation report, donor name shows up in the report even if the donation was anonymous. It's possible to entirely eliminate these from the report by filtering, but I'd like to be able to create a report like what's generated from the portal, where "Anonymous" is the donor name. That way, I can generate forward facing reports for donors with select fields, and can recreate them without having to delete/rearrange data. Thanks.

    7 votes

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    0 comments  ·  Reports  ·  Admin →
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  14. Show Tribute Information on Fund Portal Without Having to Export

    Add tribute detail to contributions on the fund portal without having to export it to an excel spreadsheet.

    19 votes

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  15. Please allow us to Turn Off Recurring Grants in Fund Holder Portal

    we do not have the capacity to monitor this - please give us the option to turn it off, thanks!

    12 votes

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  16. stock proceeds to spendable

    When coding a stock donation to go to spendable it would be helpful to have the proceeds show as spendable and not the donation.

    When a grant is issued right after a stock donation has been posted we want to issue the amount of the proceeds.

    5 votes

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  17. Bank reconciliations

    It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.

    41 votes

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  18. Update the Submit button on the Grant Request manual entry

    When Fund Advisors are entering in a grantee manually rather than utilizing the search, "Submit" can be confusing. I have had multiple FA's reach out concerned that they weren't going to be able to input the Amount or Description before hitting Submit. Please use a different word here that lets Fund Advisors know there is more to be done.

    3 votes

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  19. Public Securities Donations To Multiple Funds

    Would like the ability to split or allocate a public security donation to more than one fund.

    25 votes

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  20. Link internal grant to opportunity

    When a fundholder recommends a grant to fulfill an opportunity, there should be a way to link this in the same way a donation is able to be linked to an opportunity.

    13 votes

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