1579 results found
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Default Grant Letter Template
When syncing GLM grants and then creating grants in CSuite, all grants at our Community Foundation receive the same grant letter template. Currently, it is required to select the appropriate template letter on all individual grants, sometimes 50 or more. It would be a nice convenience to have the ability to set a default grant letter template when syncing grants from GLM to CSuite.
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1 vote
Hello,
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Ability to sort Set Fund Screen in GLM Bucket
It would be very helpful if you could sort the Set Fund Screen in the GLM Bucket by the column headers (especially Grantee Name). It's really hard to cross reference with my spreadsheets or GLM.
1 vote -
How to fix Canon printer in error state?
There are many ways to fix a Canon printer in an error state one of the ways is to fix port issues given below
Go to the Device Manager window. In the Device Manager window, go to the View menu and select "Show hidden devices" from the drop-down menu.
In the Device Manager box, you should now have Ports (COM & LPT) choices.
Then select the “Port Settings” tab. Select “Use any interrupt assigned to port” from the list of choices. Next, select “Enable Legacy Plug and Play Detection” from the drop-down menu.
https://www.canonprintersupportpro.us/blog/fix-canon-printer-in-error-state-issue/1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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fund advisor notifications - multiple funds
I would like to see donation notification and grant notification be an option on each fund, just like the different tabs they can see on the portal. Currently it's all or nothing. We have a number of Fund Advisors who are advising on multiple funds, however, they may want notification on one fund but not the other. I would like to be able to give them this option.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Improvements to Donor Portal copy function for usability
Hi there! I received great feedback from a fund advisor on the new copy function for the Donor Portal. When doing numerous grants, the usability is not what it could be when trying to use the copy function. The available balance only tallies on the home page and there is nothing to indicate on the Grant History page that a grant was copied. When copying, you are taken to the request page, but that means you left the copy page. The result is a lot of toggling between tabs to try to keep straight what has or has not been…
1 voteHello,
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Thank you
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Filter Description
Create a document with a description of list filters. For example: Donation amount vs. Donor Amount. It would be nice to have a link right by the filter that you could hover over and it would describe the filter in better detail.
1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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Allow for Bulk Update on GLM Req ID field
Please allow users to bulk update the GLM Red ID field for historic grants (not processed in GLM/CSuite).
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Campaign Income Statement - adjustable date rangers
Would it be possible to add filters to the Campaign Income Statements, that allows for information to be pulled for specific date ranges - i.e: to be able to view the IS for a specific period or month rather than the current YTD.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Convert grants submitted on portal as regular to internal
Some donors submit internal grants as regular grants through the portal. We'd like the ability to convert a regular grant into an internal transfer so we can select the Fund the donor wanted. We also don't want to code a bunch of funds as Promoted so they will show in the Foundation Funds drop-down menu which clutters it.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add GL Account Balances to Fund Summary (Reports) Page
Can you add a GL Accounts Balance Block for assets and liabilities to the fund summary page when selecting reports from the left side menu on a fund page? Currently, it lists only Admin Fees, Gifts, and Grants. See screen clips in the file below for suggestion.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Online Donation Promotions
It would be helpful to have a shortened description for funds on the promotion page of the online donation section. That way it can easily be viewed but if a donor clicks on that fund that can see the full fund summary.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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profile default payment type
In the new profile field "Default Payment Type" please allow the option of adding choices in the drop down menu.... or please consider adding the "Auto Pay" option to this drop down menu.
1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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Add Fund Segment to Fund Advisor screen.
Add "Add Fund Segment" to Fund Advisor screen.
This will allow us to offer our Affiliates a view of just their funds that they advise.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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loi printing
Add feature to batch print completed LOI and application packets all at once not just individually.
1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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1 vote
In the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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Balance Swap Controls
Balance Swap Controls
We process numerous internal grants at the beginning of each fiscal year. These grants create internal grants payable which subsequently create swap requests. Since the grantee funds willl often not disburse the funds via external grants until much later in the year, we would like to exclude internal grants from the balance swap function or have a way to delay them. Making an internal grant from a fund to a fund which both have the same investment strategy should not require moving money between investment accounts.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Radial Buttons on Enter Donations
It is a minor matter, but the radial buttons on the page where you enter donations, I wish they were bigger. I have days where I click at the "check" radial button and miss a number of times until I get it perfectly centered.
1 vote -
Add 'date of birth' ("DOB") field in Stripe / donor portal to facilitate better data collection
Data drives our Foundation and is needed for better donor research. This should be a required field. It would be ideal to allow us to select which demographic information is required before submitting a donation
1 vote -
assign follow ups for evaluation
We would like our board to be able to evaluate reports (especially end of project reports) in the same way they can currently evaluate a new application. It would be helpful to have a way to assign a "follow up" for evaluation.
1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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