1023 results found
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Create Grant Request Dropdown Arrows
On the Portal - Create Grant Request page, under "Choose from previous Grantees or Funds", can there be arrows or similar on the blank boxes so a user knows to click on the boxes to get the drop downs?
3 votes -
Printing Fund Statements
Please make a way that multiple fund statements print with multiple Fund Advisors if they request only 1 statement. This is a waste of money and time.
3 votes -
Create Grant Request Button in Fund Management Portal
It would be helpful to streamline the Create Grant Request options in the new portal. Here is a suggested change:
Once someone clicks the "Create Grant Requests" button (the one at the top of multiple pages) -
provide the following option tabs:
Previous Grantee
Search Grantee
Manual Grantee
COPY PREVIOUS GRANT RECOMMENDATION
EDIT OR CANCEL RECURRING GRANTSThis makes more sense than asking fund managers to go to a completely different tab on the left side navigation to complete what is essentially all the same task.
3 votes -
Fix the Grants > Grant Summary table search function in the Portal
In the Grants > Grant Summary table in the new Portal for fund advisors, there is a search box in the top right that is supposed to filter the list of grantees.
However, at least on Edge, the search box isn't working correctly. When I enter a term in the search box, the entire table is instantly emptied of results, as though none matching my query could be found--even when I search for a term that is clearly visible on the first page of grantees. Pressing Enter after typing my search term has no effect. Deleting my search term, or…
3 votes -
The Ability to Toggle Public Facing Contact Information for Fund Stewards
We would like the functionality for our fund steward's business contact information to only show in the portal and have another set of public facing contact data to show on promoted/public funds in the giving hub. this way we keep the personal connection within the portal and sensitive contact information away from the public.
3 votes -
Hide Memorial/Tribute Amounts not working on new Portal
In the new Portal, I noticed that if a donation is marked as a memorial/tribute, the amount is hidden in the contributions tab, but it is still showing in the detailed drill down of an individual contributor. It also shows the amount in the fund summary tab graphs. In the old fund advisor portal, memorial/tribute amounts were at least also hidden in the detailed drill down of an individual contributor. The old portal still showed the amount in the fund summary tab graphs. It would be wonderful if at the very least the new Portal had the same functionality as…
3 votes -
Ability to Split Internal Grants into Multiple Funds
It would be great if a fund advisor could split a single internal grant into multiple internal funds. Currently, advisors must create one grant and specify in the description how they want the funds allocated. However, we then have to cancel the grant and manually create multiple grants to meet their request.
We already have the ability to split a single donation into multiple funds and consolidate multiple funds into one grant. Extending this capability to internal grants would streamline the process and reduce manual work.
3 votes -
Fund Reminders
Can we create a reminder when a fund reaches a certain age or balance that is sent to our outlook?
3 votes -
Campaign Registrations source info and Dedupes
A. There should be a way to see what information was imputted when they registeded. This would be beneficial so that
1. If there is an issue with a registration it is easy to see what information was actually submitted and
2. If they add additional information like phone or address info we did not have before that it could be added to the profile.
B. When matching registrations to profiles, if the information entered matches a profile with it marked primary, it should trump other profiles not marked primary (aka if matching email, and I have 3 profiles with…3 votes -
Permission to add a profile while on a campaign
Right now the ability to add a profile while on a campaign requires the Campaign Edit permission. Staff that are adding profiles to campaigns from that screen shouldn't necessarily be able to edit the campaign. Can this be a separate permission?
3 votes -
Quotation marks mess up letter formatting in PDF conversion
Please consider either adding error handling for the description fields for donations and grant suggestions in the portals to prevent special characters, or adjust the PDF conversion software on the back end to better handle special characters. If the Word template has conditional formatting and any text with quotation marks comes through, Word processes it properly, but the PDF conversion removes or changes the text. This results in incorrect instructions and other text fields being sent in PDF lettters. To be clear, it is correct in the Word documents and in the Donor portal, but the PDFs that actually go…
3 votes -
Add classes to fund cards to distinguish promoted funds from advised funds
In the Giving Hub, there is currently no way to differentiate between funds that appear on the promoted-funds page because they are promoted and those that appear there because a logged-in fund advisor is viewing the page. I would like to be able to apply different styles to those two types of fund cards so it is clear to fund advisors at a glance which funds are theirs and which are promoted. To enable this, please add classes to the fund cards that reference the reason they are appearing on the page, such as "promoted-fund" and "advised-fund."
3 votes -
log
It would be very helpful for there to be click by click data displayed on grant logs for fund advisor activity. For example, if a fund advisor enters into their portal and requests a grant, having a click by click log of what process they took to request that grant (i.e. which search function they used or if they copied a previous grant). This would provide larger insight to the user experience in the portal and insight to grant requests.
Please add a click by click log to grant requests from the fund advisor side.
3 votes -
Custom Field Permissions
It would be great if individual custom fields had permissions. For example, only certain users could edit or view a profile custom field while on a profile.
3 votes -
Pledge Balances in Custom Reports
Add pledge balance as a field to donation, pledge, and pledge payment custom reports.
Currently pledge balance is only available when the pledge is linked to an opportunity.
3 votes -
Allow Dynamic Images to be turned on only for the Fund Image or the Additional Image area
The Dynamic Images resizing setting is nice for the Additional Images field, but it looks messy on the Fund Image side of things to have different sized images either in the promoted funds section or on the Nonprofit Directory side.
My idea is to allow us to turn on Dynamic Images either for just the Fund/Profile Image or the Additional Image.
Thank you to everyone who votes for this!
3 votes -
task list show profile name
There have been 2 ideas archived on this, but it would be so great if we could see the profile name in the task list not just the id#.
Also, you should be able to tie a task to a profile from the main tasks.
This is really needed for optimal donor stewardship.
3 votes -
Custom Reporting: Portal Edit Report
To maintain data integrity and streamline auditing/reviewing, I propose a Fund Advisor Portal Edit Report that tracks fund advisor profile modifications in the portal. This report would summary any changes that the fund advisor makes to their profile within the portal. This would include, change of username, address, phone number, the new banking information, TIN, SSN, etc. Currently, an email is sent to say there was a change but users have to go into the log to find what was changed or updated. If created, this report will improve oversight, ensuring accurate data and easier auditing/reviewing.
3 votes -
Separate "hide description" for Donations vs Grants
The "hide description" functionality for the Fund Advisor portal currently hides the description on both donations AND grants. Based on other available settings related to fund advisors, there does not seem to be a setting that will allow for one description to show but not the other. It would be more practical to have control over those independently (e.g. turn off descriptions for donations, turn on descriptions for grants).
3 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…
3 votes
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