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  1. The 1099 report pulls the Primary address for a profile, but we need it to pull the Mailing address, the Primary for us is the Physical address. Please add a column for the Mailing Address so that we do not need to check each profile and update addresses before submitting.

    I also suggest that you add a column for primary email address as then we could email the 1099s through the filing systems.

    Thank you!

    30 votes

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  2. It would be so helpful to have the Grant Request primary screen be combined with the Grant Request > Choose Type screen. There are SO many screens for our donors to click through on the new Grant Request options. We liked in the legacy portal that you had the options on the same primary page. Also, would be helpful to have the option to edit the Type buttons text.

    30 votes

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    Proposed Idea  ·  4 comments  ·  Portal  ·  Admin →
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  3. Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.

    30 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  4. Provide the functionality to be able to either copy a grant approver to another grant approver, mirroring the funds they can approve, or allow for bulk adding of funds to a grant approver based on fund group.

    30 votes

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    Proposed Idea  ·  9 comments  ·  Funds  ·  Admin →
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  5. We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.

    30 votes

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  6. Hello, the new profiles are great! would it be possible for the tabs to indicate if there is information on the tab? For instance by color or bold lettering. Then you would not have to open every to know if there was data. This would be so helpful.

    30 votes

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    1 comment  ·  Profiles  ·  Admin →
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  7. It would be nice to have the ability to apply a percentage or dollar amount of a donation to the spendable and the remainder to the endowed portion. We have some funds that have been setup this way but currently the donation has to be entered as two separate donations in order to achieve the split.

    30 votes

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  8. Currently when an advisor requests a grant we have four staff members who receive the notification email about the request. However, the email only includes the advisor name in the notification. Is it possible to have the notification include the grantee and amount that is being requested?

    30 votes

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  9. We would really love to have a bulk edit option for the payment schedule date and bulk edit date. To offer some context from an accounting perspective, the concern is that the grant date and edit payment schedule dates are different especially when grants are entered or submitted on a certain date but are needing to be paid on a schedule, typically a Friday for us. The grant date is what drives the date the expense is posted to the GL. We have had to manually update the payment schedule date and the grant date for each grant since there…

    30 votes

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  10. When generating the admin fees, I would like to see the total calculation that the fee is being processed on. It shows in a description box but not in a column on it's own (nor does it show the total). Would be very helpful to make sure fees are calculating on portfolio balances accurately. This was something that FIMS included on their admin fee report, it showed both the full portfolio balance along with the fee column.

    30 votes

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  11. We would like an option for changes to households to populate/update the individual profiles linked to that household.

    Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.

    For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current…

    30 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  12. Give foundations the option for fund statements to sort by either fund advisor or fund.

    30 votes

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  13. It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…

    29 votes

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  15. Allow Profile Fund link Categories to be edited vs having to delete the Profile Fund link and adding the fund back with the newly desired Category. Example, we are changing 'advisor' to 'primary advisor' or 'secondary advisor' and having to delete the Profile Fund link w/ 'advisor' category and then adding the fund back with the Profile Fund link of 'advisory-primary' or 'advisor-secondary'.

    29 votes

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    Proposed Idea  ·  2 comments  ·  Funds  ·  Admin →
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  16. Please add a notification of some kind when a csuite profile's address, phone, email has been updated due this updated information provided in GLM (and vice versa; when GLM is changed due to csuite change) We are finding this out after the fact and GLM contact information has overridden existing intentional csuite profile information. If we received notice when the data update happens, we can make an informed decision for data accuracy.

    29 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  17. I would like to hit enter from the profile search bar and get a page showing all the ones that come up, not just a drop down. I am very visual and would like to see blocks on a page and then be able to tag merges from there (among other things). Otherwise your clicking, hunting and packing to accomplish what you want to...

    29 votes

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    3 comments  ·  Profiles  ·  Admin →
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  18. It would be great if the system could trigger a pop up/warning if there is a duplicate donation in the cart (amount or fund or both) before it goes through the payment process. We're finding that every now and again a donor has not noticed the duplicate payment and has transacted twice when they only meant to once.

    29 votes

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  19. Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.

    29 votes

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  20. Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…

    29 votes

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