1042 results found
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Clear grant requests from fund advisor carts without proxying in as the advisor
We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
7 votes -
Make the Campaign Ticket Header field HTML code friendly
We need a text box on the campaign page that's HTML friendly so we can better customize these campaign landing pages!
8 votes -
Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
4 votes -
RevShare by Fund Group AND Import Internal Grants
We share the cost of SLM across Scholarship fund group and the cost of GLM across Unrestricted and Field of Interest fund groups. Currently, there's no way to RevShare an expense across FUND GROUPS nor is there a way to import long list for INTERNAL GRANTs. We have to hand enter each fund's share of the cost for ~200 funds. If one of these options was available, we'd save hours of our precious time.
So I request:
1) the option to RevShare across FUND GROUP
and
2) the ability to import for INTERNAL GRANTs
Thank you for considering these!
12 votes -
Export CSV order for Campaign Mailing List
We would like the export order to be address name followed by work title then label. For organizations this shows the primary contact, title, then the organization name. For individuals and households, we do have to delete the address name because it is a duplicate of the label. Having address title at the end of the export doesn't make sense (although I greatly appreciate it being added!)
1 vote -
Make Profile address fields/windows longer on screen
Please make the visible on-screen Profile address fields/windows LONGER. When you are entering a particularly long address, it is difficult to keep track of what you are entering.
9 votes -
fund column in post all donation page
Currently, when bulk posting donations, we don't have the name of the fund available, just the donation number, name and amount. Having the 'fund' name available when bulk posting donations could assist users to know/choose which donations they need to post.
1 vote -
Custom Reports
It would be very beneficial if you could use the result of a set of search results as a "starting place" for a custom report. As an example (see attachment), I ran a Profiles List filtered by Engagement Strategy. It gave me a nice list of what I was looking for except for some custom fields I had added to the profiles. Now I want to simply add those custom fields to this set of search results. If I could save the search results as the start of my custom report, all I would have to do was add my…
1 vote -
Accept Combination of $ and , entered in Grant Request Amount on Portal
When creating a grant request, an error is still presenting if the user enters a dollar sign and a comma in the Amount field.
It does not error out if they only enter one of these.
Can you strip out the characters rather than display an error message?
5 votes -
Content area for Interest Type on New Portal
When you select Interest Types on the new portal, there is not a content header for this section available to help fund advisors know what to do.
You can see in the attached screenshot that without a content block explaining that the user should select “Edit Information” to add their interest types, it is not clear what they should do.
Alternatively, what might be helpful is if you added something below Interest Types to explain that no interest types have yet been assigned to the profile. For example, if you displayed “None selected” this might give the user a hint…
2 votes -
Fund Advisor Portal - make Fund Steward email address a hyperlink
We noticed on the Legacy Portal that the Fund Steward email address is a hyperlink but on the Fund Advisor portal, it is not. Was wondering if that is something you can enable?
17 votes -
Fix the Grants > Grant Summary table search function in the Portal
In the Grants > Grant Summary table in the new Portal for fund advisors, there is a search box in the top right that is supposed to filter the list of grantees.
However, at least on Edge, the search box isn't working correctly. When I enter a term in the search box, the entire table is instantly emptied of results, as though none matching my query could be found--even when I search for a term that is clearly visible on the first page of grantees. Pressing Enter after typing my search term has no effect. Deleting my search term, or…
3 votes -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
8 votes -
Allow Multi-fund Vouchers through Portal
Allow Multi-fund voucher requests through the portal. We have fiscal sponsorships that have multiple funds for grant-tracking purposes. They need to pay invoices/vouchers from multiple of the grant funds without having to submit 4 voucher requests for the same invoice. if this cannot be done, PLEASE allow online voucher requests to be changed to multi-fund once they're created in CSuite.
1 vote -
From Portal - List all Fund Advisor's Funds at Top on Giving Hub
When a Fund Advisor clicks on "Donate" from the new Portal, they go to the Giving Hub and are presented with a list of their funds and promoted funds.
As of a release made in January 2025, their Private funds are listed first, followed by a mixture of their not private funds and our promoted funds listed in alpha order.
This is confusing for our fund advisors because they are not thinking about whether the fund is private or not, and it is not clear why their funds are in a mixed sort order.
Is it possible to list all…
5 votes -
The Ability to Toggle Public Facing Contact Information for Fund Stewards
We would like the functionality for our fund steward's business contact information to only show in the portal and have another set of public facing contact data to show on promoted/public funds in the giving hub. this way we keep the personal connection within the portal and sensitive contact information away from the public.
3 votes -
Can Donate in new Fund Advisor Portal open Giving Hub in "list view," rather than "card view?"
We have a long list of funds and so do not use the default card-style view for the Giving Hub because users have to scroll VERY far down to view all. Instead we use the "list view" for the Giving Hub, so it would be awesome if we could have fund advisors land there when they select Donate from their fund advisor portal, instead of on the card view.
8 votes -
Can Donate on Fund Advisor Portal Open Giving Hub in a New Browser Tab?
When you click on "Donate" from the Fund Advisor Portal left navigation, can the Giving Hub be opened in a new browser tab so the Fund Advisor can more easily get back to the Fund Advisor Portal?
We have disabled the Login button on the Giving Hub in order to reduce confusion for our donors who are not fund holders (we have not opened our portal for donors). So we are trying to figure out how to help our fund advisors get back to the portal. Of course, we can direct them to open a new tab or remind them…
15 votes -
Stewards and Opportunities
Is there a way that the Stewards and Opportunities – Staff Assigned can somehow be linked? If one is updated, it automatically updates the other?
2 votes -
Hide Memorial/Tribute Amounts not working on new Portal
In the new Portal, I noticed that if a donation is marked as a memorial/tribute, the amount is hidden in the contributions tab, but it is still showing in the detailed drill down of an individual contributor. It also shows the amount in the fund summary tab graphs. In the old fund advisor portal, memorial/tribute amounts were at least also hidden in the detailed drill down of an individual contributor. The old portal still showed the amount in the fund summary tab graphs. It would be wonderful if at the very least the new Portal had the same functionality as…
3 votes
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