1243 results found
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Create Grant Request Dropdown Arrows
On the Portal - Create Grant Request page, under "Choose from previous Grantees or Funds", can there be arrows or similar on the blank boxes so a user knows to click on the boxes to get the drop downs?
3 votes -
Clear Charity Status Check on Grant when Changing Grantee
When changing a grantee after having ran the Charity Check in C-suite, it would be great that the Charity Status Check gets cleared with the change as right now it keeps the date from the previous grantee and doesn't stop you from pushing the grant to GLM if using that function.
1 vote -
Is it Nickname (Profile field label) or Nick Name (Reporting field label)?
I love the new Nickname field! We had a custom field that we were using for Nickname, but today I exported our custom field nicknames, then imported them into the new Nickname field and then removed them from the custom field and deleted the outdated custom field. In doing all that, I noticed that in Reporting when you select fields or filters that the field is labeled "Nick Name". Would it be possible to get it to match the Profile field label which is "Nickname"? Thanks!
0 votes -
Include the new nickname field on org profiles
It would be very helpful to have the new nickname field on org profiles. We have both primary contacts for orgs and orgs that have nicknames.
0 votes -
Historical Donations - Editing the Donation Comment
The Donation Comment for historical donations needs to be editable just like any other closed donation. There is an [edit] link beside it, but it takes you to a 404-error page when you click it.
19 votes -
can two emails be used for household profile
It would be great if both husband and wife email addresses could receive notifications when changes are made to the fund account. Like when money has been added.
1 vote -
Make "Choose an Account to View" the Portal Landing Page for Users with Multiple Accounts
When a user with multiple accounts--nonprofit and fund(s)--logs onto the new portal, please make the "Choose an Account to View" page with account "cards" the landing page. - TCF
7 votes -
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.
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.
7 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?
12 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…
3 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?
20 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.
13 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
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