86 results found
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Make "Grant Requests" Header Editable in Grant Catalog
Currently "Grant Requests" is hard coded as the header at the top of any grant catalog page and is unable to be removed or edited. We currently use the grant catalog to accept and track donations to grants and funds and do not use it to accept grant requests. It is confusing for donors to see “grant requests” as one of the most prominent things on the screen when that doesn't apply. It would be wonderful if this text could be removed or edited. Thanks for considering!
12 votesPlan to release to Sandbox in February, 2024.
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More Donation Info For Fund Advisors
Our fund advisors would like to be able to see the In Memory of/In Honor of fields as well as the Recognition field of a donation. I would hope this would be an easy add to the fund advisor permissions.
12 votes -
Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
11 votes -
Vendor Default GL Account
It would be helpful if the vendor's default GL account can be automatically populated as the GL expense account when creating a new voucher.
11 votes -
Rich text in content please
No explanation needed. We really need this to look professional. I kill myself over looking good graphically and visually. I have an html/text transfer site open on my computer...for all your software does, this seems fairly high in importance.
11 votes -
Files on the Fund Advisor portal should be able to be sorted in descending order
My donors would like to see the files in order of the most current date first.
11 votes -
Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab
In the Donor Portal, from Recommend a Grant tab, there's a highlighted alert that reads: NOTE: There is an active grant catalog happening. You can give here.
Let's make this field editable so that folks who've changed the name of their Grant Catalog can offer consistent language for fund advisors.
11 votes -
Recurring Donations Communications to Fund Advisors
Recurring Donations Communication to Fund Advisors -- It would be helpful to Fund Advisors if they could see which donations the see on the fund holder portal were recurring and at frequency they occur.
11 votes -
Grant Request Notes Visible to Fund Advisor After Submission
Once a Fund Advisor submits a grant request, the information submitted in the Notes area is no longer visible to them. This prevents the Fund Advisor from having any visibility later on to ensure they provided correct instructions or wishes for their grant. Please make this a viewable field in the portal.
11 votes -
Donor Portal: Do not require phone number on grant request
It would be helpful if the "phone" field in the grant request section of the donor portal was not required, similar to "email." Donor advisors are unable to enter a grant for a new organization if they don't have a phone number of if the donor advisor doesn't know the phone number.
11 votes -
Recurring grants
Our old software isolated recurring grants in the donor portal which was very helpful for the donors/fundholders. It would be great if the donor/fundholder didn't need to scroll down on the grants tab to view recurring grants in the middle of multiple rows of grants listed but instead have a separate tab to "manage/view recurring grants".
10 votes -
Add Decision Date to Front End Grant & Scholarship Imports
For the clients that are using decision date on the grants & scholarships without having GLM or SLM there is no way to set the decision date via the front-end imports. It would be beneficial to be able to import into this field with the front-end imports to allow for efficient processing of grants & scholarships. As it is right now once those records are imported the decision date has to be manually updated 1 by 1 in CSuite.
9 votes -
Option to not show donation amount in graphs on donor advisor portal
The graphs on the fund advisor portal are great....except that we do not share donation amounts with the fund advisor. If you hold your cursor over the graph for donations, it shows the amount. Could we have the option to turn this off? Or have more options about what we could have on each portal? It might be nice for some just to have their grant history. The graphs are very impressive & we think our advisors will appreciate the visual.
9 votes -
Add Non-Notify Tribute Name to Contribution information on the Fund Advisor Portal
We were very excited to see Tribute Names show up on the fund advisor portal behind the donation description.
However, now that you implemented the Non-Notify Tribute, the non-notify name is no longer showing up on the Fund Advisor Portal in Contribution Details.
Even if there is no one to notify, we still want to make that information available to our fund holders.
9 votes -
canceled grant status
When a grant is canceled the status should say "canceled' not "paid" - this is very confusing especially for the fund advisors using the portal
9 votes -
Profiles: jump link to get to grants listing under grantee summary in donor portal
For donors who give to many orgs, it could take a lot of scrolling to get to the Grants listing under the Grantee Summary. It’d be great to have a jump link to skip from the top of the page to the top of the Grants listing.
8 votesWe plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.
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Donor portal - change voucher list to sort by date
Donor portal - list vouchers in date order rather than by individual/organization. Many of my fund advisors want to see vouchers by date order rather than by individual/organization. I know you can export this information to get it in date order; however, it would be better if the Vouchers tab looked similar to the Contributions tab - in date order.
8 votes -
Grant Catalog - add option for CC donation from FA Portal
Right now, there are two ways to support a project listed in the Grant Catalog - one with a credit/debit card, the other by making a grant recommendation in the donor portal. It would be helpful if there was a webpage that showed both options on one single page. Right now, you have to visit two different webpages depending on how you want to support the project. Combining these options into one page could make for a better user experience. Thanks for your consideration!
8 votes -
fundholder portal - appearance of fund advisor name
Recommendation: Use profile mailing label name, rather than household name for fund advisors
Issue: our household records appear as 'last name, first name' so that we can easily alpha-sort mailing lists, etc. However, ,because the portal is pulling the household name to populate the Fund Advisors name(s) on the primary screen for each fund, those names also appear as 'last name, first name'. ..Several of our donors are complaining about the 'last name, first name' appearance. If we could populate that field of the portal with mailing label format, or specify how we'd like the names to appear on the…
7 votes -
donor portal heading change
Have the heading in the fund advisor portal match the tabs they fall under. Currently you can change the name of the tabs, but the headings inside those tabs do not change. See screen shot. We changed voucher tab to invoice to better describe the content in there, but the heading in the portal stayed voucher.
6 votes
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