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46 results found

  1. Changing the name of the Description field for Grant Requests in the Fund Advisor Portal

    Description on a Grant Request is a vague word choice that doesn't provide clear direction to Fund Advisors. There have been many times where FA's have entered a description of the grantee in this field rather than their grant purpose. Please update this field to say something like Grant Purpose or allow us to edit the name of the field.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  2. Create/View Installment Grants in Fund Advisor Portal

    Ability for a Fund Advisor to create an installment or multi-year grant in the system like Recurring grants are done. Currently only communicated in Description or Notes and requires manual setup in the grant record.

    Provide greater visibility for installment grants in the Fund Advisor Portal other than leaving the grant in the Approved status until fully paid. Allow Fund Advisors to see when future grant installments will be paid.

    8 votes

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    1 comment  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  3. Please allow us to Turn Off Recurring Grants in Fund Holder Portal

    we do not have the capacity to monitor this - please give us the option to turn it off, thanks!

    13 votes

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    Proposed Idea  ·  3 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  4. Show Tribute Information on Fund Portal Without Having to Export

    Add tribute detail to contributions on the fund portal without having to export it to an excel spreadsheet.

    20 votes

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    Proposed Idea  ·  2 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  5. Donor/FA Portal: Add sticky note/flag to view upon login

    How cool would it be if you could add a sticky note/flag to a portal log in (kind of like you can do with sticky notes in CSuite). I don't mean an attached file. I mean more like a flag that appears only for selected portal logins that tells that specific portal user something special.

    20 votes

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    1 comment  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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  6. Hide amounts in Donor Portal as a single checkbox choice in Settings

    I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.

    I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Fund Advisors/Fund Advisor Portal  ·  Admin →
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