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  1. 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

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    1 comment  ·  Styles  ·  Admin →
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  2. 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

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  3. The Fund Name display box on the fund advisor portal is too short. Many of our fund names are appearing truncated.

    Please expand this box to display at least 75 characters.

    7 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  4. (Reposting an archived idea) Please add the ability to link multiple beneficiary profiles to one opportunity. It is common for us to track gifts (e.g. bequests or planned gifts) that will end up benefiting multiple organizations in our community, and we would like to be able to report on opportunities benefiting each organization without having to create duplicate opportunities for each beneficiary of a gift.

    7 votes

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  5. It is very rare that a custom report needs to be shared with every employee, typically just one other person or a team. It would be very helpful to be able to select from the user list which employees you want to share with and be able to edit who you shared with at anytime. This will avoid the custom report page from getting overwhelmingly long for everyone.

    7 votes

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  6. Do not apply word-wrapping style attribute to the footer which is allowing the wrapping of words to occur in the middle of the word.

    7 votes

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    Proposed Idea  ·  Holly Spitz responded

    This content area accepts html, so inserting a hard break in the text would solve this problem today. The code for a break is <br>.

  7. When grants are being processed, it would be nice to either show on the screen their most recent grants, or even have a pop up for grants that are very similar. (same date, same grantee, same amount, etc)

    7 votes

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  8. Now there is no Bi-weekly interval when creating recurring voucher. It would be greatly helpful to have that for organization that do bi-weekly salaries.

    7 votes

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  9. As the legacy portal end date nears, we continue to be bothered by the fact that the "Manage Login Info" and the "Login As" permissions are combined for the new portal, especially as it relates to Fund Advisors.

    For our operation, the same people who support fund advisors through the Login As feature are NOT the same people who Edit the fund advisors' login, NOR manage a fund advisor's password (set or change), NOR Link an Organization or Individual to the Fund Advisor.

    We require these permissions to be separated.

    7 votes

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  10. Candid (GuideStar) asks non-profits to provide a list of grants data annually. They use a specific template (attached). It would be helpful to have a default report already created so that we can generate the information more easily and consistent with their template.

    7 votes

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  11. 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…

    7 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  12. Add 'County' field to profiles as this is needed often for reporting purposes.

    7 votes

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  13. Pool of Investments would be a nice field to have on the portal as it would show the current cash balance. Is there a way to pull asset balances (specifically investment pool figures) in as a new field on Fund Summary? Current Balance accounts for pledges receivable and grant payables - so for funds that have receivables or payables, Current Balance doesn't reflect what's actually in the fund (from a fundholder's perspective).

    7 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  14. Some donors have committed to attending an event, and we would like the ability to attach event tickets to a promise (with no finance involvement). We cannot use a pledge, as some commitments are paid in various ways and require complex financial processing to adjust and apply payments. Using a promise will enable us to reserve the tickets until payment is applied. This approach will also allow us to present the reserved seats and the remaining balance.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  15. When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.

    7 votes

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  16. Would really like to be able to show specific grants in the grants catalog to specific groups of fund advisors, based on the fund advisor's interest.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  17. Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…

    7 votes

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  18. It may be helpful with muscle memory to place the new Login Info tab now located on the Native profile to the right of the Notes tab. This would allow the tabs to remain in the historical order. Allowing users muscle memory to remain intact.

    7 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  19. A new release has changed my scholarship list to include closed funds and designated scheduled funds. It would make my workflow easier if it could go back to just the list of scholarships that I use instead of having to add filters.

    7 votes

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  20. The new "Portal Options -> Settings" areas in the sandbox (and rolling out to live site tomorrow) are great -- lots of customization! I would love to have the ability to edit the "Recognition Name" field name and description from the Checkout area of the donation portal/giving hub. Our donors don't interpret that field in quite the same way our staff do, and we would like to customize how it appears as we can with the Cover CC, Anonymous, and Newsletter fields.

    7 votes

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