215 results found
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Fund recognition name
It would be useful to have a field at the fund level where the recognition name (if different from the fund or advisor name) could be set up. This field would need to be able to be merged into grant transmittal letters and report-able in custom reports. This would allow more flexibility in recognizing fundholders who submit grants through the portal, as well as for the Foundation's fund listings.
For example, if Jane Smith submits a grant online from the Smith Family Fund, the grant letter can be set up to list Jane and John Smith as the donors if…
27 votes -
Voiding Grants
The ability to void a grant should not just apply at the grant request stage. If a grant is created from a grant request and then deleted without being posted or having the charity status checked, there is no log of the grant ever existing in CSuite - no log of who created the grant or when they created it. Not until the charity status is checked or the grant is posted does a log exist for the grant. After this, you can’t even look up the grant request if you’ve taken note of the grant request number since it’s…
20 votes -
Batch Pay Internal Transfers
Add the ability to batch pay internal transfer grants like you can ACH and Check.
18 votes -
Grant Module Upgrade ideas :)
We post anywhere from 15-35 grants at a time.
It would be beneficial if we could :
-Enter the memo line at the time of entry for the grant, rather than before checks are created
- Could reorganize the checks to print out as entered vs alphabetical order
-If the person entering the grant, is the one who approves- auto approve the grant
-Run guidestar check/post at the same time!18 votes -
Grant Catalog request form
The info in the Grant Request form asks questions that are in the
nonprofit's profile (such as URL and contact name and email and phone number). It would be great if the Grant Catalog Request form could pull this info from the profile rather than having to type it all in.17 votesHello,
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Bring over fund advisor information to recurring grants so we don't have to manually re-enter.
Recurring grants are great except they still involve a lot of data entry since every grant has to be edited to add back the same fund/grant advisor who entered in the recurring grant request to begin with. A lot of unnecessary work for grants administrators!
15 votes -
Grant notification email to fund advisors
The emailed notification should be set up to go ONLY to the fund advisor associated with the particular grant request, not all fund advisors for the fund. In many cases there are multiple fund advisors, including other family members and professional advisors who have no need to see an email except as it relates to grants they specifically requested.
13 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Grant description field
After you post and pay a grant, there is an editable description field in the transaction id. It would be great if you were able to enter a description that showed up in this field before you post/pay the grant.
For example, an internal grant transfer shows a description as "internal grant transfer." I have to go into the trans id after the grant is paid to edit this description to reflect where the grant was paid from and paid to. This way we know more details on this grant when reviewing the fund transactions/reports. There should be a way…
13 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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GLM to C-Suite: Internal Grants
Ability to add an internal fund as a grantee when the grant is coming from GLM
13 votes -
Organization Fund Advisor Contact Name + Label in Grant Templates
We have a few corporate DAFs where the fundholder recommending grants is an organization profile. Currently on the template, we are able to include the name of the organization and their contact information through the fund advisor fields. We would like to also have the ability to include the main contact person's name and title at the organization. I see where org. contact label is in grant templates, but this is the contact person at the grantee organization and not the fund advisor recommending the grant. Could a field be added that would populate the org. contact name and title…
13 votesHello,
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Thank you
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Add Pending Label to Future Internal Transfer Grants on the Fund Holder Portal
How pending Internal Transfer grants are displayed on the destination funds portal is misleading. They appear to be complete but are not included in the balance above. Please add “pending” label to future grants under “recent contributions” on the grantees’ fund holder portal so that it is clear on both the destination and source fund portals.
12 votes -
Improve Bulk Grant Emails by Defaulting to Payee Address
When using the bulk email feature to send grant letters, the payee email address does not automatically populate - instead it defaults to the primary email address. This is problematic because the payee email is the one that needs to receive the notification.
Manually changing each individual email address is extremely time consuming, given our high volume of 50-100 grants per week. I suggest updating the bulk email tool so that it pulls the payee email address by default, rather than or in addition to the primary email. Automating this would save our team substantial time and effort each week…
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Freeze the Headings in the Grant Buckets
When looking at each grant bucket, it would be helpful to freeze the top headers so they still remain in view when scrolling up and down. Similar to how you can freeze the top row in Excel.
11 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Identify in grant notification and in the portal which donor advisor requested a grant
We have a donor advised fund with 7 advisors. This is a fund set up by a family with young adult children to teach them about philanthropy. We are having a couple issues:
o We would like to be able to view who requested the grant in the reporting. Could the name of the requester be part of the grant payment notification that automatically goes out to the advisors?
o When logging in as an advisor and looking at the grant activity, there is nothing that shows who requested the grant. Can this be added?
11 votes -
Ability to Reorder Grant: Grants>Document Bucket>Grant Documents list
Please allow for the reordering of the results in the Grants>Document Bucket. Specifically, it would be helpful to reorder by date Created and/or GrantID.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Anonymous grants should not have advisor listed on grant (should not auto populate)
Hi there - it would be super helpful if when a donor advisor marks their grant "anonymous" that the advisor would not auto populate. It should be blank - thank you!!
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant request change grantee search box instead of drop down
When using the change grantee option on a grant request, instead of a drop down menu with all active grantees, there should be a search box that you can type in like the search boxes elsewhere on the site.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to run System Stats by date (or at least by year)
The System Stats "snapshot" in system data is cool. It would be REALLY helpful if we could run it by custom dates...or at least have it by year or YTD....this would give us an easy way to quantify certain things (checks mailed, grants entered, donations entered) for our quarterly/annual board dashboards.
10 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Changing Invoice Accounts
It would be great to be able to alternate the receivable account for invoices without going and switching the default account for it when you want. I would like to record some to an accounts receivable acct and others to a grants receivable.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Sort order for statement accounts
It would be helpful if we could employ a "sort order" like you have in other areas of the system, specifically for Statement Accounts.
For example, using Statement Accounts we have always been able to force our "Gifts" to show up at the top of the income section on our fund statements, and we were able to show "Grants" at the top of our expenditures section.
With the recent fund statement changes, it seems you eliminated the easy option to force these Statement Accounts to "float to the top" by adding a leading space to the beginning of their name.…
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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