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  1. We currently do not share donation amounts with fundholders or fund advisors; however, we are possibly implementing an affiliate program where we would consider sharing this information. It would be great if we could set who can see donation amounts at the fund advisor level instead of the fund level. If we have multiple fund advisors on a fund, we can only turn on/shut off donation amounts using "Hide Amounts" at the fund level. That means all fund advisors have the same permissions. We may want one fund advisor or affiliate to have access, while not giving another fund advisor…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  2. Many of our donors have called in after switching to the new C-Suite portal stating that none of their previous grantees are showing up. I have found that the issue 90% of the time is that they are not clicking in the blank box to view the list.

    Once I ask them to try the issue is solved and they all mention that this box should have the drop down icon or in someway make it more obvious that they have to click the blank field to pull up the list.

    3 votes

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  3. Please add a description to the open promise/pledge page under a profile. We can currently only see ID, Donor, Type, Date, Amount. It would be helpful to see a Description that would allow user to know which promise we need to apply funding towards. Without more information, we must click into every single ID until we find the precise entry needed.

    3 votes

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  4. Ability to bulk edit fund statement type by fund type, via custom reports. We are migrating to email all fund statements to just agency funds and would like to bulk edit all advisors to receive email statements.

    3 votes

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  5. I would like to have more options for recurring donation cadence, or for it to be user-configurable. For example, I would like to add twice per month (to align with donors who are paid twice a month) and semi-annually (ie: 2 times a year) as options.

    3 votes

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  6. currently, note type has to be manually updated after completing a notes import.

    3 votes

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  7. Could there be an additional column to include the check date, so that we can see when the voucher was paid, when viewing the paid bucket?

    3 votes

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  8. The shopping cart radio button for Individual or Organization is leading to regular confusion/misinformation as we sell tickets for our fundraiser. It defaults to Individual so naturally people fill that out, but many of our donors are making payments on behalf of their businesses/organizations. Then we have to manually go in and change the donation from the person's name to the business/organization name as the donor. It would be nice to very clearly capture whether the Organization or the Individual is the actual donor and capture the appropriate corresponding information in the cart, to avoid all the manual fixes in…

    3 votes

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  9. Hello! Just started using tasks, and enjoying it. Would like a weekly task option, so it's easier to see what is to occur within the week. Filter option would be good too on the dashboard.

    3 votes

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  10. It would be helpful if month-end close could be broken down so we could close by the transaction type (ie donations, grants, vouchers, general ledger) or even by division. There are some areas that Finance wants to close ASAP to prevent back-dated transactions by other departments, but other areas that need to remain open for entries by Finance. The current all-or-nothing approach forces us to keep the period open, which means transactions (often grants) can post incorrectly into a past month. Please consider the functionality to allow for piecemeal closes instead of one all-encompassing.

    3 votes

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  11. Please implement an approval function for grant requests in the portal.

    It would be great if there were an approval function for grant requests, similar to the Grant Approver function on the internal admin side, that required a percentage of fund advisors to approve the request before the grant request was submitted for processing.

    This is particularly useful for funds that require multiple "signers" to approve the request before a distribution is made. This is also a common need for religious foundations/organizations

    3 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  12. We need a way to run LYBUNTS for specific funds that doesn't take other fund donations into account. We have different fundraising goals and outreach for specific funds. There is not a way for us to pull a list of people who donated to 'Annual Fund' last year but not this year because when you run a LYBUNT and filter by Fund, IF the donor had made any other gift in the timeframe they do not show up. We had donors who made pledge payments to a special project but had not made their annual fund gift yet, get left…

    3 votes

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  13. Possibility to have the "Philanthropic Interest Type" to be set under the fund. This could allow for staff to tag the preferred type, and maybe in the long run use that field to filter the donor portal based on the donor's interest.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  14. It is no longer possible to see complete giving history to a fund for Advised contributions to that fund or information about the donor-advisor.
    Example: The Bob & Carol Fund at OCCF advised a grant out of their DAF to ABC Nonprofit's endowment fund at OCCF once a year for six years. ABC's fund portal shows the endowment contribution, but drilling into the contribution does not display that donor's impressive six year history of endowment gifts or their address, instead it displays every interfund gift from OCCF to that endowment fund. ABC Nonprofit is now missing critical information that might…

    3 votes

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  15. We would like an option to require a donor to cover the processing fees for online gifts. This would help eliminate the cost to the foundation during a Give Day campaign.

    3 votes

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  16. Hi, I'm exploring the use of opportunities to manage our bequest administration process. It might be useful to be able to set a different Opportunity Letter template for each stage (e.g. Acknowledging Bequest Notification, Follow-up, etc).

    3 votes

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  17. The ability to further segment Electronic Payments so that payments made via etransfer etc don't get captured in ACH files. Right now, ACH files are generated by date, so if an operating expense is paid to a vendor via etransfer, and then grant payments are paid via EFT on the same date, that operating expense is included in the file with no way to refine. If there was an "Other Electronic Payment" vs "EFT Payment" option, it would be really helpful to ensure there are no duplicate payments. :)

    3 votes

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  18. It would really be appreciated if we could have access to the fund advisor's email address in the check template. It's available on the grant letter template as {{advisor.email}, but not in the check template. We generate most of our grant letters with the checks.

    The reason we'd like this is that we have at least one fund advisor who would like her email address, not her physical address, on the cc portion of the grant letter with the check. It would be great to be able to accommodate that.

    3 votes

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  19. I'd love to be able to import org role relationships for existing records the same we can import relationships. While I know we can bulk add org roles, this doesn't solve the fact that the start and end dates may be different. For example, I am relinking some former board members to our organization profile - they all have different dates of service I want to capture by using the start and end dates. While I can bulk add the Board member org role to these profiles and connect them in bulk to our organizational profile, I still have to…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  20. I recently created a new fund and in my haste, breezed past "Endowed" because the fund was not endowed. However, it will be so we needed to track principal. Clearly my oversight but I'd like to suggest changing "Endowed" to "Track Principal Balance". This would follow the "Track Spendable" format and clarify the purpose of the term "Endowed".

    3 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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