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  1. It would be extremely helpful if we could import updates & new items for funds, especially related to our Giving Hub portal. These would include descriptions and images. Manually adding these fields, one by one, is time-consuming, and we’d like to make our Giving Hub experience as rich as possible for our donors. Can an import feature be added for funds?

    18 votes

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    Released to Sandbox  ·  1 comment  ·  Funds  ·  Admin →
  2. The CSV upload within the bank reconciliation does not work correctly for checks with Multi as the transaction ID. The worst part about that is the Multi checks do not stay as an unmatched item, the system automatically deletes all the multi checks that were original uploaded in the CSV file. this forces us to manually reconcile the checks to our upload to find out which checks were deleted from the file. Why can't the multi check stay on the bank reconciliation file as UNmatched so the user knows which check numbers the system is having issues matching?? it would…

    2 votes

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  3. Seems many of us are having problems with people leaving things in the cart, rather than actually submitting them.

    A very quick suggestion that may solve some of the problem: Instead of having the button on the Unsubmitted Grant Requests read "Review and Submit Grant Requests" why not rename the label to simply say "Review Grant Requests." Many of our donors have told us that they thought it was one action and that by clicking it, they had reviewed AND submitted it.

    12 votes

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  4. Create custom report option that includes unsubmitted grant carts, fund name, steward, grant details, and requested by, so stewards can receive automated report emails prompting them to follow up with donors who have unsubmitted carts.

    And in the interim, please add Fund Steward to the exiting Fund Advisor > "List Carts" area so we can swiftly divvy these up for follow up.

    Thank you! - TCF

    13 votes

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