197 results found
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Add fields to sync between glm and C-Suite
We are implementing the National Taxonomy of Exempt Entities (NTEE) coding system for our grants. As such there is a custom field in our GLM application form for the "Project Taxonomy Code", but this field does not carry over when GLM grants are synced to CS and we consequently have to re-choose the taxonomy code in the "Grant Type" box in CS. Can you please add the functionality to somehow sync custom fields between CS and GLM?
23 votes -
Ability to submit an internal grant request between funds in the portal
It would be great for fund advisors to be able to move money between their funds via the "other foundation funds" field in the grant request tab.
3 votes -
Create Spendable Grants
Allow the creation of grants from spendable by group and/or subgroup so its not an 'all or none' situation. Another idea would be to put checkboxes beside the grants before creating so we could pick and choose which ones we really wanted to create.
5 votes -
Selecting multiple funds to filter a donor report
When creating a donor report, I would like to be able to filter and select multiple funds. For instance, donors who have given during a certain time period to our Annual Fund or Grants Fund.
When I pull a donation report, I have the ability to choose multiple funds from a menu when filtering. It would be great to have the same functionality in Donor Reports. Thanks!
2 votes -
Grantee Name
The grantee name is not populating on grant letters. I use {{granteecontactlabel}} but it's not working. Not sure if there is something else that needs to be checked or done for this to work correctly.
3 votes -
Grant Advisor
It would be helpful that when choosing a grant advisor when creating a grant, that you can only select the profiles of fund advisors that it is applicable to, instead of the entire database coming up to choose.
25 votes -
Option to hide Other Tab on Donor Portal
Other tab information provides information that is potentially confusing to fundholders. Option to hide tab , just like the Grant Catalog feature on Site Settings.
8 votes -
Change Grant Catalog tab name in donation portal (currently can only chg in Fund Holder portal)
Thanks for letting us change the tab name in the fund holder portal, would also like the same option for the donation portal.
1 vote -
Alert to pay multi year grants
For multi-year grants, it would be nice to have a way to be alert to grant payments that need to be initiated.
65 votes -
Ability to limit history on Donor Portal
For example limit Contribution and Grant history to 10 year worth of information. Especially handy for older funds or information from prior systems that is no long relevant.
6 votes -
Create a template for invoices
CSuite should have a template for invoices, similar to for grant letters and thank you letters.
The current default invoice does not work well is very hard to use. We often don't use it when we should and instead create Word doc invoices. This is because:
1) We can't put in any additional information, description, contact info, etc. on the invoice
2) the format is not professional looking.
3) We cannot download and edit it and print it and send a paper copy to someone.
4) There is no way to indicate that the invoice has been paid (this is…35 votes -
Beneficiary Report
Could you please design a report that allows us to pull the Benificiaries. For our org we need the Fund, Beneficiary Org, Amount/Percent allocated, and if possible the yearly/quarterly amount to be distributed.
As far as I can tell, I only have the option to show the Beneficiary org in a Grants Report export, or search for individual beneficiaries which is very cumbersome and leaves a lot of room for errors as I may not remember who all of the beneficiary orgs are.
Thank you!
8 votes -
Creating customized templates for reports
I just had to pull a report for some fund holders who wanted only their grantee organizations, grant dates, and grant amounts. I was able to easily pull the report using filters, but I had to delete a LOT of columns to winnow the spreadsheet down to what they wanted. It would be great if there were an option to create an export template that would include only the required information rather than ALL the columns.
21 votes -
beneficiaries
Give us the ability/option to choose when we want to send out distributions for beneficiaries. It would save a lot of staff time if we could program the date to release the distribution when we first set up the beneficiary. Currently we have to go to each fund and click on 'grant spendable' since we have so many beneficiary distributions.
10 votes -
Add Board date to grant
Add Board date to grant and whether it was ratified, approved or action without a meeting.
8 votes -
Allow advisors to make a note on a grant request submissions
We have several Donor Advised funds where the fund adviser submits grant requests through their donor portal but the advisers would like the checks sent to them so that they can deliver them personally. Is there a way to add a note field so that they can tell me that with the grant request?
3 votes -
Making Tasks Viewable to All
It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up like notes do (or at least having that option for them to show up). We are used to the "contacts" tab in FIMS which both informed the team of communications between donors and staff as well as provided an option to follow up if necessary. Thanks
21 votes -
Grants Catalog - Fully Funded by a DAF, no funded amount shows
Hi! We would love to see any fully funded grant have the amount show up and the request amount show up (just remove the Donate button). This would be very motivational for others to step up and give. Thanks!
3 votes -
Notification when fund advisor makes grant request
When a fund advisor makes a grant request please have an email sent and/or a task created notifying that a grant has been requested and needs to be processed.
2 votes -
Enhance donation import: Leave imported items in an import bucket until reviewed.
We noted that when donations are imported into the system, the upload bypasses the permission’s as it automatically posts all transactions, rather than leaving them unposted until reviewed. User would like the ability to review donation records prior to posting. Functionality similar to grant import.
2 votes
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