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1223 results found

  1. 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

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  2. 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

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  3. 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

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  4. Allow past engagement list on profiles to be sorted by date

    7 votes

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    Proposed Idea  ·  4 comments  ·  Profiles  ·  Admin →
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  5. 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

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  6. 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

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  7. 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

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  8. 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

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  9. 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

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  10. 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

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  11. 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

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  12. 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

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  13. 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

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  14. 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

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  15. 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

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  16. Alert report - I would like to be able to run a report with all alert notes.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  17. 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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  18. In the new portal, there's not a content area available if you enable the manual fund statements option. This would be helpful to add.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  19. Currently, if you want to create a custom report only showing certain GL accounts, when you filter a bunch of accounts, it lists all of them at the top of the report in the filter section and when you export the report. It would be nice to be able to hide that field so when looking at the report or exporting it looks clean. The goal is to use some of this reporting for managers, but listing 20 accounts that are being filtered makes the report look messy.

    1 vote

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  20. As the nonprofit completes the Grant Catalog request form, they're prompted with a with a "submit another request" button. We'd like the option to disable that button. We only allow nonprofits to submit one request per Catalog and this feature is confusing for them. If there could be an option to Allow

    14 votes

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