1223 results found
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Assign Scholarship Letter Templates to Grantee/School Profiles
Sometimes different schools have differing criteria for the student information they would like us to communicate along with scholarship payments and being able to accommodate those differences within the templates assigned would be a great convenience. At the simplest level, some schools request we include a student info form and it would be great if our letter could reference that form as part of the complete correspondence, while not referencing any attachments on letters to schools that do not request supplemental documentation.
9 votes -
Select Multiple Column Options in Financial Reporting
Please allow for the option to select multiple column options at once, as opposed to the current one at a time selection.
Currently, reports have to be created multiple times and then spliced together when multiple column options are needed. Instead, it would be best if multiple column options could be selected at one and work in tandem with one another.
9 votes -
Add functionality to Import bulk Year-End Receipts to Giving Hub (Donor Portal)
It would be very helpful if we could bulk add year-end receipts to the portal so our fund holders can view their year-end receipt with all gifts in one receipt in one place. Fund Statements are generated and posted on the portal so it seems like the mechanics are in place to do something similar for year-end receipts. It would be great for our donors who have a fund, especially those who make multiple gifts during the year, to be able to view/print a year-end receipt from the portal.
9 votes -
New Portal FUND SUMMARY Recent Grants - 20 displayed only
When a fund advisor is looking at the FUND SUMMARY page and Recent Grants, the list of Recent Grants that displays on this page is a maximum of 20 grants. It’s not a list determined by a lookback of a month or anything that seems to make sense, in fact an advisor of ours made a bunch of grants on the same date and this list was only showing some of them, which led her to believe that not all of them had gone through. Adding to the confusion is that it looks like the advisor can choose to edit…
9 votes -
Recurring Gift Alert
Currently, Community Suite does not alert us when a recurring gift is about to end. We would like an alert to be added and an email sent to the donor on the second-to-last donation telling them the recurring donation is about to expire. The email could have a link for the donor to log in and extend the donation date, or it could email us to let us know the donor would like to extend the donation.
9 votes -
Distribution start date
If a fund has to reach a certain dollar amount before it distributes, is there a way to set a Distribution Start Date by fund balance?
9 votes -
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 -
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 -
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 -
Online Donation Email Subject
Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.
9 votes -
Portal: Change Profile Content Area
Please add a content area to the "change profile" page of the Portal. If someone logs in and has multiple profiles associated with the same primary email address, it would be great to have the ability to add some instructions for our fund advisors, donors, etc. about which profile to select in order to accomplish their desired task (donate, grant request, etc.). Thanks!
9 votes -
Add Subscribed & Unsubscribed checkboxes within email fields
We would like to eliminate the need for a custom row for tracking purposes. We would like to see both a Subscribed & Unsubscribed checkbox within the email rows. Sometimes our contacts move orgs or change emails and we'd like to track which email(s) are unsubscribed to ensure we are using the correct information. We would also like this option added in the reporting sections.
9 votes -
Log Report: Add hyperlink to profiles
When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.
9 votes -
Profile Duplicates- Lower Percentage Match
We have so many duplicates in our system that do not pop up in the "duplicates" tab because they are not a 100% match.
For example, John Doe and Mr. John Doe would not populate as a duplicate because of the title.
Can there be a function that detects possible duplicates that may match 90%?
9 votes -
Return to PROFILE instead of campaign when deleting from campaign
When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.
Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…
9 votes -
Pledge Section/Table in the Fund Statement Template
Please include a Pledge section/table in the fund statement template. Currently, there are only two fields in the entire fund statement fields list that are related to pledges and they only exist in the donations section/table.
We are requesting that a Pledge section/table be added to the fund statement template and available fields. Fields like the Pledge Balance, Pledge Anonymity, Pledge Status, Pledge Description, Pledge Total, etc.
Overall, a section related to just pledges would give our fund holders better insight into the pledges for the fund and what they can expect to be receiving.
9 votes -
Add payment instructions field to scholarships (Sship ID) that will show on check letters
On the Sship ID level, add a field, or allow the description field, to move with the scholarship through to the grant/voucher process and appear in check letter.
At this point, there is no way to communicate necessary payment instructions to schools when sending scholarship checks without a workaround that is time consuming when managing hundreds of scholarship grants in a week. At this time, the workaround is broken and is part of ticket ID #170033.
<3 TCF9 votes -
When completing a recurring task, provide option to add a note
When I complete a recurring task, it would be a nice to have the option to add a note. Currently, when clicking complete on a recurring task, the task disappears, and the next recurrence is added to the profile. For other tasks without a recurrence, there is an option to add a note. Please add this flexibility. Thank you!
9 votes -
Create Report that Combines Profiles default report, Profile Log fields and Logs fields
Please create a report that includes the Logs fields When (date and time), Who (who initiated the system action), Ref (link to the specific system action), Log Message (summary of the action) and the Profile Log fields When (date and time), What (profile update information), Who (who initiated the profile update) with all the fields available in the Profiles default report.
Please allow filtering by all of these fields.
This will allow us to see relevant information about updates to profiles all in one place, including profile name and ID, date, user, system action and summary of action.
9 votes -
Add filters to grant document bucket
It would be helpful to add filters to the grant document bucket similar to all of the other buckets in the grant module.
9 votes
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