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3 results found

  1. Fiscal Year

    Many clients have fiscal years that are not calendar years. We need an easy way to set the fiscal year (e.g. 10/1-9/30) and be able to use this to filter list views.

    7 votes

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    Monitoring Interest  ·  3 comments  ·  Portal  ·  Admin →
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  2. Improve Global Search Functionality in Donor Portal by incorporating fuzzy search and typo tolerances

    The search functionality for the end users is far too strict, to where you will get different results when using an apostrophe versus not using one. Being able to incorporate AI into this search or another method to simulate a fuzzy search will vastly improve the end user experience when using the search functionality.

    4 votes

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    Monitoring Interest  ·  0 comments  ·  Portal  ·  Admin →
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  3. Stacked Bar Chart Portal Chart

    Stacked bar charts are often requested by clients as part of portal design and aren't currently an option with built in portal charts. A common ask is for something such as stacking charts and displays from the budget manager such as committed, paid and remaining amounts. While this can be done with a custom report, The ability to do it off of a list view in a portal would make this much easier from a configuration and client perspective. Often clients want a full list of budgets with these fields along with a portal chart, so it would be nice…

    2 votes

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    Monitoring Interest  ·  0 comments  ·  Portal  ·  Admin →
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