892 results found
-
Show total (combined) balance of parent and sub-funds for fund advisors
Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?
1 vote -
Affiliate Portal Logo
It would be great if there was an easy way to upload a logo for the affiliate portal that would automatically change it from the overall system logo. Right now, the only way to update the logo for our affiliate's Giving Hub is through complicated coding that our team is not able to do. Thank you!
2 votes -
unused "create grant request" button
When the user is on their main portal page, the "CREATE GRANT REQUEST" button appears on the upper right. Once they click on it, they're brought to a page that has three buttons (PREVIOUS GRANTEE, SEARCH GRANTEE, & MANUAL GRANTEE).
The page is .../portal/fundadvisor/grant_request
"CREATE GRANT REQUEST" still sits on the upper right. This button does at that point. That is, it brings the user to the same page. That button on the ".../grant_request" page should be deleted because it's confusing.
1 vote -
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.
7 votes -
timeout
We opened the new portal to our Board for evaluation, and we received a complaint that there was no timeout for the portal. The user had left their PC after logging in and found it was still connected to the portal a couple hours later. A timeout is a standard feature for financial websites. We benchmark against Fidelity, for example, and they have this feature.
This idea was submitted long ago and only got 4 votes, so it was closed by Holly. I'm proposing to re-open it and once again gauge its importance.
6 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!
9 votes -
Ability to move the search bar on the "Donate to a Fund" page in new Giving Hub
We'd love the ability to move the search for a fund bar to the bottom of the page. This isn't where we want donors to focus and having it at the top isn't ideal!
Thanks.8 votes -
aallieri@cfpbmc.org
Add checkbox 'portal access' yes/no on profile email field to resolve issue of multiple profile selection boxes appearing on the new advisor portal before the advisor can access their funds due to having the same primary email on multiple profiles.
6 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!
6 votes -
The option to edit the label or remove "Login with email" option on Fund Advisor Portal
Some of our Fund Advisors are confused by the "Login with email" option on the Fund Advisor Portal. Our Fund Advisors' usernames are their primary email and they click the "Login with email" thinking that is how they log in. They get to the next screen and are asked to "Verify your pin". Could you make the "Login with email" either editable, with an explanation or give us the option to remove it. Anything would be an improvement!
2 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.
1 vote -
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.
5 votes -
engagement
Allow past engagement list on profiles to be sorted by date
4 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.
5 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.
7 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 -
Donation comments viewable to Fund Advisors
Donation Comments/Donation Notes to be visible under the Fund Advisor tabs (similar to how they are now available on the Grantee tab).
The Donation Comments/Donation notes were recently added to the Grantee portal, larger use case is for the Fund Advisor to see the Donation comments in their portal tabs. Without this, they are missing important context and have to be interacted with manually.
4 votes -
Make "Grant Request" button optional
Please make the Grant Request button optional. This is not necessary for scholarships as there is already an application process in place -- Universal Application -- and this could be confusing for applicants.
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.
8 votes
- Don't see your idea?