1226 results found
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Implement Template Logic for the Yearly Tax Receipt
Please introduce template logic for the Yearly Tax Receipts. Currently, you must change the default in order for the Yearly Tax Receipt to generate a different template.
It would be great if, like the normal Tax Receipt, the Yearly Tax Receipt template was able to be configured to discern when the system should use it. This would be achieved by including the options for assigning logic to the template (payment method, donation type, etc.).
1 vote -
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.
9 votes -
Add a footer to the online donation page in Giving Hub.
It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!
12 votes -
Add Yearly-Tax Receipt to Portal in Files or Statements
Create option to generate yearly tax receipts via a template (like we can with Fund Statements) that we can add to the portal in either Statements or Files. Currently donors can see and print their receipts individually, but not a yearly tax receipt. A yearly tax receipt on the portal would be an great addition!
14 votes -
payment date
Bulk Payment date edit + ability to see payment date within NEW bucket
I would like to have a way to bulk change payment date similar to grant date, and/or see the payment date within the new screen so we can tell when a date was missing adjusting. The payment date is as important and drives a lot of the same functions that the grant date does.
6 votes -
Add Portal Content Areas for Grant History and Recurring Grants
Please add content areas in the Portal for the Grant History and Recurring Grants Secondary Navigation areas. All other secondary navigation areas appear to have this option. Thank you.
7 votes -
engagement
Allow past engagement list on profiles to be sorted by date
7 votes -
Ability to Rename "Other Foundation Funds"
Please add the option to rename "Other foundation funds" in the Portal when fund advisors submit grant requests (Grant Request > Previous Grantee > Other Foundation Funds). Changing the name would help fund advisors better understand how to use this drop down.
9 votes -
Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.
Allow for a staff person to indicate a different staff person in a 'Who' field when entering a note instead of auto populating this field with the person who is logged in.
15 votes -
Total in Till for Other Payments
Can you all please include a total in the till for Other Payments? This would be a meaningful improvement for when there are quite a large number of other payments to reconcile in the till.
1 vote -
Allow Profile Edit on a Per Designation Basis
Please change the Allow Profile Edit setting in Portal Settings to be on a per designation basis as opposed to an all-or-nothing setting.
For instance, it would be great to allow fund advisor to edit their profile information in the portal but restrict nonprofits from doing so. This is not currently possible as the Allow Profile Edit setting applies to all or none depending on whether or not it is enabled.
Essentially, include the Allow Profile Edit checkbox on each designations' settings as opposed to just the general profile settings.
9 votes -
Grant Request Button OPTIONAL
Please make the Grant Request button that appears on Grants AND Scholarships on the new Giving Hub OPTIONAL. The button is not needed for scholarships as they have an application process already (in most cases).
2 votes -
Recognition Name - How do you want to be recognized
I’m wondering if this label ‘How do you want to be recognized’ could be changed to something like, ‘How would you like to be recognized if different than above.’
I’m also wondering if it could be moved down to the Additional Information section instead of being in such a prominent location.
5 votes -
Return Check
It would be great to have a return check feature. When you complete a bank deposit and a check gets return, there needs to be a way to show that check was deposited but returned. The current way requires you to unpost and delete the check/donation. This is problematic especially when crossing months and the reconciliations don't match your bank statement.
6 votes -
Campaigns: Additional Permissions
Ability to assign specific campaign permissions? I Create all campaigns, but there are specific staff that manage rsvps for their events. Is there a way to limit access to only apply rsvps to that specific campaign? thanks
3 votes -
Report Filtering
When running reports, it would be helpful to expand filtering options in general. For example, I can currently add a filter for "Ref" under the Notes report and stipulate "NOT profilepayment" but I cannot add multiples such as "NOT profilepayment and NOT donation". The help desk said the only way to do this would be to build multiple reports. I've run into this filtering limitation with other reports/fields as well.
8 votes -
Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency…
24 votes -
Show 'private' funds in the Foundation Fund search dropdown when in the advisor portal
Add 'private' funds to the Foundation Fund list when clicking on 'Create Grant Request' on the Advisor Portal. These funds currently don't show. We have fund holders who want to make an internal grant from one private fund to another private fund.
Also add the option to search for 'other Foundation Funds' when choosing 'Search Grantee'. An advisor should be able to search for a grantee OR a foundation fund. Currently, searching for a foundation fund is only available when clicking on the 'Previous Grantee' button not the 'Search Grantee' button.
6 votes -
Alert report
Alert report - I would like to be able to run a report with all alert notes.
4 votes -
aallieri@cfpbmc.org
Create pop up window upon logging into CS showing all tasks assigned to the login email that are due or overdue.
7 votes
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