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965 results found

  1. Balance Swap - Edit Amounts

    Balance Swap - Edit Amounts

    The Balance Swap feature is extremely helpful, but it would be better if you could change the amount for the balance swap that is needed. In some instances, a fund needs a balance swap, but I would like the ability to make two different swaps on different days.

    43 votes

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    2 comments  ·  Accounts & Cash Management  ·  Admin →
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  2. Back and Forward Button

    To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    58 votes

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    6 comments  ·  System Data  ·  Admin →
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  3. Campaigns and Opportunities Flag When Entering Donation

    When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

    47 votes

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    Under Consideration  ·  0 comments  ·  Campaigns  ·  Admin →
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  4. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Tax Receipt template: legal name for grantee's

    It would be great if the Grantee Name (DBA name) and the Legal Name would pull in on receipts to donors. Many non-profits "do business as" one name, while their legal name is technically different. When a donor makes a grant to the DBA Org Name on the donor portal and then gets an email receipt with the legal name of the organization, it can be confusing and seem like they granted to the wrong organization.

    0 votes

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    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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