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  1. 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.

    2 votes

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    0 comments  ·  Funds  ·  Admin →
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  2. 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.

    3 votes

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    0 comments  ·  Portal  ·  Admin →
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  3. 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

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  4. 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

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    0 comments  ·  Portal  ·  Admin →
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  5. 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.

    1 vote

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  6. 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!

    12 votes

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    0 comments  ·  Portal  ·  Admin →
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  7. 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.

    7 votes

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    2 comments  ·  Portal  ·  Admin →
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  8. 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

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    0 comments  ·  Profiles  ·  Admin →
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  9. 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.

    1 vote

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

    1 vote

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  11. 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

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    0 comments  ·  Campaigns  ·  Admin →
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  12. We'd like to have more customization ability for auto emails after online donations.

    1 vote

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  13. In the new portal, the Steward is listed in the middle of the fund financials. After the numbers but before the charts. It was at the top of the page in the previous portal, which made more sense. Can we move it out of the middle of the fund financials?

    2 votes

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    0 comments  ·  Portal  ·  Admin →
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  14. 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.

    5 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  15. 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.

    1 vote

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  16. In the new Portal, when a fund advisor is making a grant recommendation under the 'Choosing from a Previous Grantee or Fund' option, can you add a drop-down arrow in white boxes so that the advisor knows to click in the box for a drop-down list?

    4 votes

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    0 comments  ·  Portal  ·  Admin →
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  17. At our foundation we routinely have fund advisors making multi-year & multi-payment grants. How these grants are presented in the portal is slightly misleading, as it shows the full grant commitment. When fund advisors look, it requires digging into the details to see the payment schedule. This is also true for the grantee presentation in the portal. If the non-profit doesn’t look close enough, it could appear that the full commitment was paid out instead of just the 1st payment. It would help to lessen confusion for the fund holders & grantees if these grants could have the current payment…

    11 votes

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    0 comments  ·  Portal  ·  Admin →
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  18. Grantees reports - Add the grantee "EIN" option to the "choose export columns"

    Could help eliminate grant duplicates while analyzing the fund report due to org name/address discrepancies.

    1 vote

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  19. Add Steward Name or Assigned Employee Name to Task Report when Tasks are created without being associated to Opportunities.

    1 vote

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  20. "Primary Address" is labeled in the profile area of the Portal but Phone/Email are not. Suggest adding Primary to Phone and Email labels to reinforce the user may have additional contact information on file.

    3 votes

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    0 comments  ·  Portal  ·  Admin →
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