1130 results found
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Edit Fund Settings : can we break those down further?
It would be AMAZING to have "Edit" permissions on Funds broken out slightly more. We do not want the entire organization to be able to "Edit" a Fund because that gives access to change investment pools, admin fees, division, segment, etc - way too many buttons that drastically change audit, revenue, and reporting.
However, our Donor Services dept would really appreciate access to be able to change who the primary fund advisor is, update pictures and fund summaries for the Giving Hub, and other settings related to the Giving Hub. Right now, our Finance dept is needing to help every…
14 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
11 votes -
Future Opportunity Tasks appear on Profile
When trying to see a full picture of a donor and upcoming tasks, it would be nice to see future Opportunity tasks on the profile. Right now, I have to open the Opportunity to see if there is a future task set (or search All Tasks) and it would be nice if it were just to appear on the profile as a future task.
5 votes -
Historic Fund Balance in custom reporting
Historic Fund Balance in custom reporting
4 votes -
campaign budget
Since we are able to run income statements for Campaigns, it would be nice to create a budget as well. We hold events and use this option and each event usually has their own budget. - I know you archived but this is extremely IMPORTANT.
11 votes -
aallieri@cfpbmc.org
option on custom reports to have a column on each record that only shows the profile types that were requested in the filter. For example, if filter equal Board Member and Legacy Member, show each record with only the profile type(s) that met the criteria for that profile not all profile types on the profile.
5 votes -
Bulk email for grantees
I think it would be very beneficial if we could send a bulk email to grantees, and have the email save in Notes in each profile.
5 votes -
Fix Sort Order on Files Tab for Affiliates
On the Files tab for Affiliates, the default sort order currently displays the oldest uploaded files first, which is inconsistent with other areas of the portal. To improve usability, newly uploaded documents should appear at the top by default.
While users can manually adjust the sort order using the arrows, setting the most recent files to display first would save time and create a more seamless experience.
If you agree, please vote to prioritize this fix!
16 votes -
Bring back the old support
Please bring back the Old Support click. The new Search Help Articles are not as easy to find the information you are looking for. By clicking an article and browsing through the 5x7 area is ridiculous. Why would you make a support site so small and not user friendly?? I don't understand the changes CS is making. I really hope this goes back to the old way.
4 votes -
Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency…
24 votes -
Additional Color Style Selections, please!
Could you all add more customization options for colors? I've been able to edit a lot using CSS, but I know that isn't an option for most people. Here are colors that I've manually modified or am working on finding the code to modify to match our branding:
- Underscore on the current tab in the top menu (Giving Hub and Portal) that lists profile/funds/logout (portal) or funds/campaigns/grant catalog (giving hub)
- Background color behind login form
- Selection color for dropdown/fund changer in fund portal (and background color - if you set the background to anything other than white, it affects the…
18 votes -
Bulk Action - Set Grant Documents Template, Set Omit Grant Documents
Add the ability to set the Grant Documents Template and mark Omit Grant Documents to multiple grants via the Bulk Action tool.
Currently, you can set the Grant Award Letter Template and set Award Letter Needed (or not) but cannot do the same for the Grant Documents.
Side note - it would be beneficial to have the language for Grant Documents be consistent throughout the system. When in a grant, it's Grant Documents Template, but when in the Templates section, it's "grant_letter".
8 votes -
opportunity
The "Add Opportunity" action still shows up when user is in the "Relationships" tab on a profile record, even though the the Opportunities tables has been relocated to the "Engagement" tab on a profile record. Would be great for this action be relocated to show up when a user is in the "Engagement" tab as well.
5 votes -
Linking funds
The new updates for opportunities is great. It would be great to have the ability to add funds like you can add profiles. We have donors that have multiple funds under one agreement. But we don't have way to link the funds other than the relationship tab under fund owner.
7 votes -
Would love to be able to set the default dashboard period
Currently, my Dashboard defaults to a rolling 12 month period. I just want data related to the current financial year. Every time I open the Dashboard, I have to edit the Start/End dates.
It would be great to have a default setting for this!!18 votes -
deceased
When profiles are marked as deceased and linked to a household, the household is being pulled with the deceased information instead of now defaulting to the active individual profile only. This impacts mailing lists for marketing campaigns and grant letters as it now pulls in deceased households.
There should be an automatic unlinking/adjustment so that we do not have to manually unlink which is the only workaround to solve this issue right now. Ideally, there would be a way to keep the individual linked to the household profile for historical purposes too.
18 votes -
Data Visualization Export Permissions
We appreciate the options for new data visualizations. However, the ability to send reports externally from internal data on a recurring basis for any user is concerning. We need to be able to restrict this based on staff who have the awareness of what should or shouldn't be shared externally without review. Can permissions be added for this?
Internal data needs to remain internal with no ability to unintentionally leak it externally.
5 votes -
Award Letter
Allow a new column under a grantee profile's Email section when you can select one or multiple profiles to be the Award Letter Recipient.
Currently when Award Letters are submitted in bulk it goes only to the Primary email address for the organization. Many times an alternative email at the organization need to receive the Award Letter, and other emails need to be copied such as the Accounting or Accounts Receivable departments.
11 votes -
Fund Statement Review Email Body
It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.
7 votes -
"Add File" option when creating a Note
Not too long ago they have us the ability to add a file to a note - this is super helpful because we can often attach email correspondences without junking up the "Files" tab with so many attachments.
HOWEVER - you can only "Add File" AFTER you post the note. So many staff members have forgotten that option is available now. Please put the Add File Option to the Add Note screen so we can attach at note creation.
Thank you!
6 votes
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