1461 results found
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More Email Bulk Update Options
Add "Other Detail" field to the Bulk Update option in emails, like how it's an option when updating phones.
8 votes -
Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area
When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.
8 votes -
Two individuals from the household are listed together in a single row
Hi,
Preparing profiles for screening through iWave or WealthEngine (both platforms that provide donor intelligence solutions to help organizations identify potential donors and optimize their fundraising strategies) typically takes about a month.
Why does it take that long? The software requires detailed information for both individuals in a household to be listed in the same row. This includes:
-First name, middle name, last name, nickname, and prefix
-Business details
-Phone numbers (home, mobile, and business)
-Email addresses
In addition to that, they request giving history: total giving, years of giving, number of gifts, last gift amount and date, as well…
8 votes -
copying a grant
Many donors recommend the same grants from their DAFs every year. I'd like to be able to copy grants that have been made before and have the custom fields carry over into the new copied grant instead of having to fill them all out again.
8 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…8 votes -
Fund admin fees on Fund Summary in portal
Our fund advisors would really like to see support fees (aka admin fees) on the Fund Summary page. Currently the only way we can report the fees assessed to their fund on a quarterly basis is by producing a statement of activity. Including this information on Fund Summary would provide a clearer picture of activity in their fund. Thanks!
8 votes -
Custom Donation report should go back to report after bulk posting donations
I have a custom donation report in order to bulk post donations for our giving day. I change the donor each time. When I do Bulk Actions to post the donations, it takes me to a donations posting list rather than back to the report each time. Then I have to go find the report again. Please change it so it goes back to the report each time. It worked that way last year.
8 votes -
"Invoice Me" Option for Ticket Purchasers
We've come across some businesses that require an invoice prior to the purchase of a sponsorship style ticket. Currently, the only way to do this is to have the purchaser call our office, and then we can purchase the ticket for them with the "create receivable" option.
It would be great to see an option available for purchasers to do this themselves when they navigate to an event to purchase a ticket or sponsorship ticket.
8 votes -
payment date
When importing grants you currently can not import into the payment date field. I would like this field to be added as an import option. If we want to book a years worth of grants when the request is received but schedule grants to go out each month, we now need to manually change the payment date for each grant. This is very tedious and would be great if we could just schedule the grant date and payment date in the import template.
8 votes -
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
8 votes -
Can Donate in new Fund Advisor Portal open Giving Hub in "list view," rather than "card view?"
We have a long list of funds and so do not use the default card-style view for the Giving Hub because users have to scroll VERY far down to view all. Instead we use the "list view" for the Giving Hub, so it would be awesome if we could have fund advisors land there when they select Donate from their fund advisor portal, instead of on the card view.
8 votes -
Fund Advisor Portal - Prompt to Confirm before Grant Request is Deleted or Cancelled
Please prompt the fund advisor to confirm that they want to Delete or Cancel a Grant Request before the record is deleted or cancelled. It is too easy to remove a grant request by accidentally clicking on those action choices.
8 votes -
Page Titles Reflect Navigation & Tab Changes
When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.
8 votes -
Link file to fund
Add the ability to link a file to a fund (similar to how you can link notes on a profile to a fund).
8 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…
8 votes -
Merge Funds
It would be helpful if we could merge funds together and maintain the history of both.
8 votes -
Return Check
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.
8 votes -
correct formatting
With the addition of the print option in the left hand menu of pages with C-Suite, the print page option now prints vertical lines between column headings and a box around the data on a page. This visually clutters up the report. Could you please reformat to the old format that just included the horizontal lines making the report easier to read but not cluttered?
Also, it would be EXTREMELY helpful to repeat column headings on multiple page printouts. It's next to impossible to know what data is in each column that is being reported on page 2 of an…
8 votes -
Multiple directories tied to profiles
Allow for multiple directories to be tied to profiles. For instance, we use the nonprofit directory feature, which is awesome. We would also like to have a consultant directory. I'm thinking same look and functionality, just allow for more than one directory option.
8 votes -
Grant third party access to real-time event ticket sales
When creating campaigns to sell tickets for our affiliate partners' events, the ticket sales can go directly into their funds, rather than dealing with third party payment processors. However, they do not have access to their ticket sales info, which they need to coordinate the planning of their event. They also need an up-to-date guest list to be generated shortly before the event starts. This is a major strain for weekend activities when the foundation is not staffed to manually monitor and send ticket sales reports.
This could be resolved by enabling scheduled ticket sales reports, where the time can…
8 votes
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