100 results found
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Subfunds on the Portal Financials
It would be helpful to allow for Subfunds to be included on the Financials tab in the portal for fund advisors. We can do it on our end but there are no options for this on the financial tab in the portal. So we have to run the report internally and email it to the fund advisor each month. Otherwise - he has to go into each subfund one at a time to run financials. In this case, we have 10 subfunds that we're wanting on one report.
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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Address and Details visible to fund advisor
Fund Advisors are not able to view addresses and details of past grantees ... only name of org, amount and purpose. This has been requested so they may verifiy addresses and more details before copying and submitting a previous request .
3 votesHello,
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contributions total in fund portal
There is such great information for Agency funds in the fund portal! To be able to click on a donor and show total contributions to a fund by that donor is amazing! It would be even better if there were a total on that page, similar to the total at the top of the "grants" tab page.
2 votesHello,
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Thank you
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Require Note field in Profile Information Update Feature
The fund advisor portal now has a new profile information update feature. Any information the fund advisor changes goes directly to the profile in CSuite. If the fund advisor completes the note section, a note is added to the profile. Love this! That field is not required. Vote here to make this a required field so you have a note in the CSuite profile on why the profile changed.
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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Timeout for donor portal
As a security measure, the donor portal should time-out and automatically log out after a specified period of inactivity, maybe 15-30 minutes. A donor in the IT business expressed concern about this issue.
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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Customization of Color Scheme on all Graphics
It would be great if the colors could be customized on all graphics in reports with our own brand colors. This would make for a more professional and clean branded look for all our donor and grant and fund reports.
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.
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Please let us EDIT/create a custom Fund Advisor Grant Notification email message
Please allow us to edit the grant notification email that goes out to fund advisors with a custom message. The message is very terse/unfriendly and, for us, the details of the message are actually incorrect. Most all other such messages allow customization.
2 votesHello,
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Thank you
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Admin Fees Visible to Fund Holders
Can we offer a tab in the fund portal for fund holders to view admin fees on demand? Our current option to offer the financials tab is more than we'd like to release, so separating out just the admin fees would be a nice feature.
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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Search by EIN in fund holder portal
It would be great if fund holders could search for grantees by EIN in the fund holder portal!
3 votesHello,
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Thank you
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Show Distribution Transactions on Donor Portal
Would like fund advisors to have the ability to click on the spendable balance and see what transactions got them to that balance, like what staff can see if they click on the spendable balance within the fund record.
2 votesHello,
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Thank you
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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,
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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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,
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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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,
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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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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Thank you
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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,
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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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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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 !
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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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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