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1021 results found

  1. Portal Field Customization

    Currently we are unable to customize fields at the top of the portal (fund balance, spendable balance, cash available, etc). It would be nice to be able to customize these fields to reflect language that our donors are acquainted with. Please allow for the customization of these fields in the portal.

    2 votes
    0 comments  ·  Portal  ·  Admin →
    How important is this to you?

  2. Make PDF Names customizable

    Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.

    4 votes
    0 comments  ·  Fund Statements  ·  Admin →
    How important is this to you?

  3. Option for Admins to approve portal logins with emails

    Rather than just letting anyone with a primary email in the system be able to log in to the portal, it would be nice if that was more of a request to login. The user could enter their email to login, but then the system sends an email to an admin at our organization to approve the login and grant access. This would allow us to confirm the profile associated with that email will provide them (and their household/individual/org profiles) the appropriate access.

    2 votes
    0 comments  ·  Portal  ·  Admin →
    How important is this to you?

  4. export button on grant summary

    In the portal, the grant summary does not include an "export" button like the grant history page does. I think adding this would allow for a consistent experience for users. Please add an "export" button to the grant summary page.

    2 votes
    0 comments  ·  Portal  ·  Admin →
    How important is this to you?

  5. bulk attach

    A HUGE time saver would be the ability to attach one file to multiple journal entries at once. Currently, if the same documentation needs to be attached to multiple entries, you have to do it one at a time. A button on the main journal entry screen for a "bulk attach file" would be greatly beneficial. Say you could upload the file and then select all the entries it needs to be attached to. This pain point comes up all the time with multi-fund entries for payroll and other various monthly/quarterly closing tasks.

    1 vote
    1 comment  ·  Notes, Tasks & Files  ·  Admin →
    How important is this to you?

  6. Profile Engagement Tab - Campaign

    It would be helpfuld to list all invited campaigns under the engagement tab of the profile. Currently it only lists active campaigns. We would like a way to see more historical enagament of individuals on their profile.

    1 vote
    0 comments  ·  Profiles  ·  Admin →
    How important is this to you?

  7. Edit Custom Filed for Scholarship/Grant

    When a scholarship becomes a grant there is no way to open all the custom fields for editing, like you can with an original grant. We currently have to select each one individually to edit and we have a lot. Can an edit custom field function on the left nav bar be added?

    1 vote
    0 comments  ·  Scholarships/Students  ·  Admin →
    How important is this to you?

  8. Ability to report on which address a voucher is set to send to once processed

    We would like the ability to run a report that shows which address a voucher payment will be sent to once processed. Our Finance Director would like the ability to review these addresses before approving them for payment to ensure the payments are sending to the correct address.

    Most of our records default to the primary address. A few direct to the pay address if we have used it, and sometimes we enter an address under "other" so it's currently not easy to pull those fields into a report for our director to review.

    2 votes
    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Admin →
    How important is this to you?

  9. Add Donation URL/Link to Fund Profile

    Currently a Fund's unique donation link can only be found by navigating to the Giving Hub and searching for that Fund, then copying the link from the search bar. That link should be available directly in the Fund profile.

    3 votes
    0 comments  ·  Funds  ·  Admin →
    How important is this to you?

  10. Donor

    Reviewing the portal updates. I had noticed on the left hand side the 5 options, Fund Summary, Gifts etc. Is it possible the visibility of the options could be improved? Making the colour darker or more prominent? To ensure everyone can easily see them. Thank you.

    4 votes
    0 comments  ·  Portal  ·  Admin →
    How important is this to you?

  11. Dollar Signs next to Ticket Prices

    Currently, ticket prices do not show dollar signs next to them when viewing a campaign in the Giving Hub. Please include dollar signs next to the prices.

    3 votes
    4 comments  ·  Giving Hub (formerly Donation Portal)  ·  Admin →
    How important is this to you?

  12. Add unique id attributes to the body element for each page in the Portal

    Customizing the Portal's styles is unnecessarily difficult. In part, this is because the elements on each page are only given generic classes. In particular, the body element has the classes "ft_body" and "portal." But that makes it very difficult to target the content of only one page with a desired style.

    Instead, the body element should be given a unique id attribute to distinguish the page on which it appears from every other page. Ideally, the id should identify the role-based portal in which the page appears and the function of the page within that portal.

    For example, when viewing…

    1 vote
    0 comments  ·  Portal  ·  Admin →
    How important is this to you?

  13. Customize Columns within Grantee's Record

    Within a grantee record have the ability to customize the fields being populated. Currently they are: ID, Grant Date, Fund, Status, Amount, Sponsored Org, Beneficiary, Description.
    We use grant programs and it would be helpful to identify at a glance what grant program the grant came from. See example below, we rarely use Sponsored Org or Beneficiary. It would excellent to have the ability to customize these columns.

    2 votes
    0 comments  ·  Grants, Grantees, Grant Types  ·  Admin →
    How important is this to you?

  14. Fix Sort Order on Files Tab for Affiliates

    On the Files tab for Affiliates, the default sort order currently displays the oldest uploaded files first, which is inconsistent with other areas of the portal. To improve usability, newly uploaded documents should appear at the top by default.

    While users can manually adjust the sort order using the arrows, setting the most recent files to display first would save time and create a more seamless experience.

    If you agree, please vote to prioritize this fix!

    13 votes
    0 comments  ·  Portal  ·  Admin →
    How important is this to you?

  15. Fix Suggestion: Hide Descriptions Functionality in the new Portal

    In the new Portal there is an option on the Fund Advisor settings section to Hide Descriptions. Unfortunately, it hides both the Grant and Donation Description.

    With the new portal, our Foundation intends to use the Comments section to capture public-facing notes on gifts into the fund.

    Advisors need to see the purpose of their grants.

    Can this be two separate functions?

    Hide Donation Description, and Hide Grant Description.

    8 votes
    2 comments  ·  Portal  ·  Admin →
    How important is this to you?

  16. Enable Address Validation- Remove All CAPS on addresses when using this new feature

    When using the new Enable Address Validation feature, the recommended address should not appear in all CAPS. Request this be revised to standard upper and lower case.

    2 votes
    1 comment  ·  Profiles  ·  Admin →
    How important is this to you?

  17. Donation Advisors

    It would be helpful if we could have more than one Donation Advisor (i.e. soft credit) on all gifts. For example, if a couple gives through a commercial DAF or trust, we can only add one of the members of the couple or the household. If we add the household as the donation advisor, the gift history will only show on the household. That information doesn't flow down to the individuals. But if we add one of the two spouses, that information will roll up to the household. If we could add both spouses, that would be ideal.

    2 votes
    0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?

  18. letter

    I would like to have the field School/Grantee available in a letter template for both scholarship award letters and scholarship letters.

    1 vote
    0 comments  ·  Scholarships/Students  ·  Admin →
    How important is this to you?

  19. portal exports

    Legacy portal we were able to export invoices - such as tickets sold and the export would show the details and the campaign etc

    1 vote
    0 comments  ·  Campaigns  ·  Admin →
    How important is this to you?

  20. Merge fields for email receipts

    We'd like to have more customization ability for auto emails after online donations.

    1 vote
    0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
    How important is this to you?
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