86 results found
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anonymous Fund Advisor
It would be nice to be able to mark a fund advisor anonymous. There are great CSuite tools for anonymous profile, donor and fund name, but not for the fund advisor that advises a fund. For example, if I create a new grant and add the fund, the grant advisor will auto populate the fund advisor. But if they want to be anonymous, I have to remember to delete them (or move the field to the empty box).
2 votesHello,
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Assigning org role as fund advisor contact for organization
When an organization is listed as a fund advisor to receive fund statements, allow a profile with an org role to be the contact person.
2 votesHello,
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Adding a Question to Grant Recommendation Tab in the Fund Advisor Portal
We often have times when a grantee will reach out to the CF asking for donor contact information (either mailing address, email, etc) so that the grantee can thank the advisor who recommended the grant. It has always been our policy that we do not share donor contact info. Is there a way to add a question to the Grant Recommendation Tab when an advisor is completing a grant request asking if we are allowed to share donor contact info with a grantee if ask? For example:
If requested by a grantee, do you give the CF permission to share…
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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investment
Need the ability to hide the "Percentage" field on the investment report in the Donor Portal. Find that number to be confusing and would like to be able to remove it from the fund holders view. Like all of the other information included in the investment report.
1 voteHello,
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Fund Advisor - option to change Fund Statement Type
It would be helpful if we could default our portal to Statement Type - Online, giving the Fund Advisors the option to change it to Email or Paper. Defaulting to Online encourages all Advisors to use the portal while providing an opportunity to update to their preference
3 votesHello, 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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recurring grant TO FUND as grantee
Please add the Recurring Grant TO FUND details for recurring grants between two funds. Right now it lists my own foundation as the grantee. Which, while technically correct, does not provide any additional details if the Fund Advisor has more than one recurring grant set up between funds. Could we map the TO FUND in with the grantee name or allow a description to be added to a Recurring Grant that shows in the Fund Advisor portal? The Fund Advisors can't see the details needed in the event they needed to edit or cancel a recurring grant if there are…
1 voteHello,
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Recurring Grants
Here’s my idea: the box marked “recurrence interval” has only a default choice at first — “annually.” If there were several boxes to choose from, annually, monthly, etc., that would make it more of an active choice.
1 voteHello,
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Require all fund advisors to approve grant recommendations
We have several funds that require two donors (usually couples, but sometimes business partners) to sign off on all grant recommendations before we approve them. The current fund advisor portal does not have any way for us to enforce this policy; however, this feature does exist for grant or voucher approvals, so it would be great if you could somehow enable the same feature for grant recommendations in the fund advisor portal!
4 votesHello, 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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Reassign existing profile record on Fund Advisor Portal - similar to Change Donor
We assign DAF access to our staff in each affiliate through the Fund Advisor Portal - when staff leave, we only have one option: Delete the entire advisor record and create an entirely new advisor record with access for the new staff person. The exiting staff person for whom I must do this at this point has 27 funds connected to her Fund Advisor record.
Couldn't there be some way to simply reassign that existing advisor record with all 27 of those funds?... similar, in my mind, to Change Donor in Donations? The opportunity for error while recreating that access…
5 votesHello, 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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1 vote
Hello,
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online portal grantee search
Would it be possible to add helpful text beside "Search for other Grantees" box in the "Grant Request" tab that indicates a name or partial name is needed? The way it reads now, looks like either a name, or a city or a state.Thank you !
4 votesHello, 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 ability to search Grant Id or sort by Grant ID on Fund Portal; auto notify
Now that we can show documents on the Fund Portal via the grants area, it would be great to add a sort by Grant Id or search by Grant on the Portal, and an auto notify to fund advisor if something is posted. Actually, an auto notify on documents would be helpful too. Some funds have many many (did I say many?) grants to many orgs. lots of scrolling to find the right one.
1 voteHello,
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Donor Portal: Redirect users to original URL after login prompt
Currently, you can only direct users to specific pages of the Donor Portal (from an eDM for example) if they are logged in.
If they are not logged in, they are taken to the login page and, after entering their credentials, they end up on the home screen (bad UX).
Would be great if users could be redirected to original URL after being prompted to log in. This would enable us to link donors directly to different pages of the Portal.
8 votesHello, 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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Expense/ Revenue Accounts Not Automatically Updating Between Internal and External Grants Coming through the Donor Portal
When a grant comes through the online donor portal and it is changed from a internal to external or vice versa, the correct expense/revenue accounts are not automatically updating. The only solution that I was given by the CSM was to manually change this, which is the solution we had also come up with. It would be nice and less room for error or correction if the site was programmed to automatically do this.
5 votesHello, 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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Salutation Field for Fundholder Portal Registration Email
Within the Site Custom Field options, it would be great to be able to use the {{Salutation}} field in the advisor log in email that goes out to new fund advisors.
Currently, it is only possible to use {{Name}} which creates an email that reads as:
Dear John Smith,
This is rather stiff and having the ability to populate just the first name would be greatly appreciated!
10 votesHello,
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Improve GuideStar Data coming from Donor Portal
When a donor uses the GuideStar feature to reccomend a grant through the Donor Portal it does not populate the information that would be useful to create a new grantee in the system. We have to create a new grantee, then change the grantee, for our workflow with GLM. If you could easily see the EIN, Address and Organization Name in the "Request" bucket that would ensure we have the correct grantee.
8 votesHello, 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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fund advisor portal - show available cash by fund
Available Cash - We would like to have the available cash option be by fund and not be a global change. We have some fund advisors who do not need this function, but some do. Or to give flexibility in picking the accounts that are shown as available cash.
1 voteHello,
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Fund Name on the Advisor Portal
Would like to see the fund advisor portal show the name of the fund, not the public name. Or have an option to choose one or the other. We have a few funds that include sub-funds for accounting purposes -- the sub-funds all use the same public name.
5 votesHello, 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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1 vote
Hello,
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Thank you
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Fund History charts in Portal - show look back date
If you implement a look back date on the new fund history charts in the portal, there should be somewhere that shows that date, so donors understand why they may only see a certain time period.
6 votesHello, 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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