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1234 results found
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Add Advisor field(s) to "Import donations"
It would be great if the Import Donations file had options/fields to add Advisor information. When there are giving campaigns such us Giving Days, we receive multiple donations through a third party. EX: Colorado Gives Day donations are done through Colorado Gives Foundation. We would like to import the donations individually but Colorado Gives Foundation needs to be the primary donor and the individual donors are the advisors. Thank you!
1 vote -
Include Opportunities, Fund Advisors, etc. in Ref Name column for note reports
We internally report "contact" notes to our staff on a weekly basis using the Scheduled Report function. This provides all of our staff with a snapshot of important conversations that have occurred over the previous week and been recorded in the database. I include the Ref Name column on this report because it's great context to have when viewing a list of notes. However, I've noticed that when a note is added to an opportunity or fund advisor record, the Ref Name is blank. Could descriptive references please be added to this field for notes added to all areas of the system, including opportunities and fund advisors?
We internally report "contact" notes to our staff on a weekly basis using the Scheduled Report function. This provides all of our staff with a snapshot of important conversations that have occurred over the previous week and been recorded in the database. I include the Ref Name column on this report because it's great context to have when viewing a list of notes. However, I've noticed that when a note is added to an opportunity or fund advisor record, the Ref Name is blank. Could descriptive references please be added to this field for notes added to all areas of…
4 votes -
Default Bank Account Selection per Fund for AP/Voucher Payments
It would be helpful to have the ability to assign a default Bank/GL account to specific funds, so that when vouchers are created for those funds, the system pre-populates the designated account. This would streamline AP workflows and reduce the chance of user error, especially for organizations that manage legacy funds with dedicated legacy bank accounts.
Organizations managing multiple legacy funds that have their own bank account(s) need a reliable way to ensure vouchers tied to those funds are consistently paid from the correct account without relying on filtering or memory.
5 votes -
Grant Award Letter Email
On a grant record, "Email" is an option next to the field "Grant Award Letter". It seems that this field is not working as expected. It returns a yellow warning message, and doesn't send the email.
2 votes -
payment date
When importing grants you currently can not import into the payment date field. I would like this field to be added as an import option. If we want to book a years worth of grants when the request is received but schedule grants to go out each month, we now need to manually change the payment date for each grant. This is very tedious and would be great if we could just schedule the grant date and payment date in the import template.
8 votes -
Multiple approvers for vouchers based on value of voucher
Can we add multiple approvers to a Voucher, with dollar limits? Vouchers over $1,000 or $5,000 require two approvals? Can we direct which approver needs to be notified based on the dollar amount? This would eliminate the need for paper/electronic forms to be signed for each voucher.
3 votes -
Export Reports with Filters in the Donor Portal
It would be great if there was a way that reports exported through the donor portal could include applied filters. For example, I tried it in the donations tab and I can apply the filter but it doesn't show up when I download a report. Thank you!
5 votes -
paste in address block
Copy/Paste address block and have the Address, City, State, Zip auto populate. This is a feature offered by other apps that manage addresses, such as mailing apps (example screenshot below).
2 votes -
Add a "make public" option for the list of Philanthropic Interest Types/Grant Types
We would like to enable the “interest types” option in fund advisor portal. However, we have several grant types/interest types that we don’t want displayed publicly, and according to support you either have to display all or nothing. It would be great if there could be a "make public" checkbox or something on that order, so you could fill in the public display name and check whether or not you want that grant type displayed in the portal or not.
1 vote -
Fields for DonorSearch Import
There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).
3 votes -
Make PDF Names customizable
Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.
9 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
58 votes -
Clear grant requests from fund advisor carts without proxying in as the advisor
We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
8 votes -
ACH payments out: add content to email
We pay most of our vendors via ACH. When the email is sent to our vendor, it is a generic email that states they received a payment from the Foundation. It would be great if the vendor would receive an email stating the amount of the voucher, invoice number and what the payment is for. We do not want to use Bambora.
11 votes -
Merge Funds
It would be helpful if we could merge funds together and maintain the history of both.
8 votes -
android
The Android version of the new portal needs attention. The columns are jumbled on top of one another. It was a lot cleaner in the older version. We are competing against Fidelity's DAFs, and this is a real problem for us.
12 votes -
grant request cart
We'd like to recommend a couple of additional customization options for the online portal:
1). It would be great if we could customize the text of the Grant Request "Description" box (specifically, we would like to be able to include instructions about what people making Grant Requests should include in that box. Right now we have some "Portal Content" text that provides those instructions, but we feel the instructions would be followed more consistently if we could change the name of "Description" -- to utilize this change effectively, we would also like to see a character limit for the box name that allows for a sentence or two's worth of text)
2). It'd be great if we could include some sort of "Terms and Conditions" pop-up when someone is about to submit a Grant Request (for example, Fundholders should not use Grant Requests to purchase tickets to a gala; rather than having that specified in the general Portal Content, we'd like a Fundholder submitting a Grant Request to receive a pop-up and be required to check a box indicating they acknowledge they aren't using a Grant Request for "XYZ Purpose")
We'd like to recommend a couple of additional customization options for the online portal:
1). It would be great if we could customize the text of the Grant Request "Description" box (specifically, we would like to be able to include instructions about what people making Grant Requests should include in that box. Right now we have some "Portal Content" text that provides those instructions, but we feel the instructions would be followed more consistently if we could change the name of "Description" -- to utilize this change effectively, we would also like to see a character limit for the box…
1 vote -
Affiliate/Supporting Org Portal Internal Grant Funds
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group. Thanks for considering!
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group.…
6 votes -
Grant letter template
Please consider assigning a grant letter template through the Fund profile. Looking at the fund profile for the name of the grant letter template is so much more efficient than going back to the Template listing and scrolling down to find the fund and their assigned grant letter template.
15 votes -
Include note/task type in note import
currently, note type has to be manually updated after completing a notes import.
5 votes
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