1042 results found
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portal style
In the new Fund Portal, users have expressed several issues with navigation and confusion because of a lack of information:
- When in a specific page on the fund portal, the tab is not highlighted, nor is the text emboldened, in the left-hand menu to reflect what page they are on.
- Add a logout button in the top menu options without clicking through to profile.
- Add customizable text options to the Profile page - we currently don't allow users to update their contact details while we are merging profiles on the back end. We want to add text to let them…
19 votesRequest #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.
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android
The Android version of the new portal needs attention. The columns are jumbled on top of one another. It was a lot cleaner in the older version. We are competing against Fidelity's DAFs, and this is a real problem for us.
8 votes -
Public Name for Internal Grant Funds
It would be great to have the option to include the public name of the receiving fund for internal grant records. Right now this option only seems to exist for the originating fund. Since many of our Funds have a public name, right now when we create our fund records for example, they are showing the internal name of our Funds like Operating Fund, rather than the public name, CNYCF Community Fund.
10 votes -
Grant Refund - Payment Type
When depositing a returned grant, the only payment type is check. We most often get returned grants electronically and therefore, the payment type is incorrect.
5 votes -
Add Subject Line for Resend Guest Link
Please add a field so that the subject line of the guest link email can be changed. While the recent updates to allowing for the email body content are great, they still do not solve the issue that individuals will not open emails that look like spam, and the current subject line looks like spam.
The current subject line is: Event Ticket Portal Link.
Refrencing this recent update: Portal Options-Giving Hub Content-Campaigns: Added a Resend Guest Link Content area. This will allow users the ability to customize the resend guest link content.
6 votes -
Bring back sold amount option for tax receipts
We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these values on their tax receipts, so now we are inputting this number manually, which increases our margin for error. Please bring back the sold amount field for tax receipts.
9 votes -
Create Grant Request - Enhancement Option to Rename the Button
In the new portal there is an option to rename the Grant Request left navigation menu tab, which is great. However, the persistent Create Grant Request button on the top left is not something to rename. So if we want to rename the left navigation to "Recommend a Grant" which is the language our fund advisors are used to seeing, the language of Create Grant Request is not consistent. So, regardless of the option to customize the tab name, because the button is fixed we are going to be restricted to naming it consistent to the button. If we can…
17 votes -
ACH payments out: add content to email
We pay most of our vendors via ACH. When the email is sent to our vendor, it is a generic email that states they received a payment from the Foundation. It would be great if the vendor would receive an email stating the amount of the voucher, invoice number and what the payment is for. We do not want to use Bambora.
7 votes -
Portal: Change Profile Content Area
Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!
9 votes -
Award Letter
Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.
Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.
4 votes -
More Relative Date options: Yesterday and Today
Please add yesterday and today for relative date filtering. We have a lot of scheduled reports we have set to this week, when we really need to check yesterday's or today's information. There is also not a great way to see only today's date unless you put the date in the range which is not intuitive and would take more work than just having a relative date option.
4 votes -
Yearly Tax Receipt on Portal
It would be great to make a printable yearly tax receipt available on the Donor tab of the Portal in addition to the individual donation tax receipts.
6 votes -
Discount Codes for Event Tickets
I'd like to have the ability to offer discount codes on event tickets. Right now, there is the ability to create a private ticket, but that is more suited for complimentary tickets. I would like to allow discount codes for a certain dollar amount off. This would help us not have to use ticketing platforms such as Eventbrite, which offer the discount code option.
14 votes -
Distribution start date
If a fund has to reach a certain dollar amount before it distributes, is there a way to set a Distribution Start Date by fund balance?
8 votes -
Invoices need a credit card payment link/option
For an upcoming event we have sent out numerous invoices for agencies that are paying to have a vendor table. Many of the vendors want to pay by credit card and with some of the uncertainty of the mail, many do not want to mail a check. We need either a portal that we can provide a link so they can pay their invoice online, or if a payment link could be put on the invoice/email that would be even better.
3 votes -
Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
9 votes -
Reports: Add ability to filter on multiple primary cities
In report filters, provide the option for the primary city to filter on multiple values.
14 votes -
Select users to share custom reports with instead of sharing with everyone
It is very rare that a custom report needs to be shared with every employee, typically just one other person or a team. It would be very helpful to be able to select from the user list which employees you want to share with and be able to edit who you shared with at anytime. This will avoid the custom report page from getting overwhelmingly long for everyone.
10 votes -
Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
48 votes -
task list show profile name
There have been 2 ideas archived on this, but it would be so great if we could see the profile name in the task list not just the id#.
Also, you should be able to tie a task to a profile from the main tasks.
This is really needed for optimal donor stewardship.
7 votes
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