Settings and activity
42 results found
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20 votes
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Anna Wagner
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25 votes
An error occurred while saving the comment Anna Wagner
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Love this idea!
Anna Wagner
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24 votesAnna Wagner
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14 votesAnna Wagner
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9 votesAnna Wagner
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An error occurred while saving the comment Anna Wagner
commented
Totally agree! Other software has options for a "fuzzy" matching that takes into account a certain % of variance in a match. It's easier to say "this isn't a duplicate" with false positives from a fuzzy match than having to hunt through 1,000's of profiles to find duplicates that aren't populating on the duplicate list.
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7 votesAnna Wagner
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52 votesUnder Consideration · 8 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →
An error occurred while saving the comment Anna Wagner
commented
We were surprised to recently learn that fund advisors are getting notified of grant payments when a check is processed, NOT when the grant is completed. We have ongoing checks and balances throughout the check printing process, so a fund advisor shouldn't be notified until a grant is marked complete. Some advisors are getting upset with us because they thought a grant payment was made while it may still be completing our process and not yet ready to be fully issued. Can this be changed or have each foundation choose when certain notifications are issued?
Anna Wagner
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18 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable · Admin →Anna Wagner
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13 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable · Admin →Anna Wagner
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56 votesUnder Consideration · 12 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Anna Wagner
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8 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Anna Wagner
commented
Yes, please! We were very excited when we heard public security info would be populating automatically, but so disappointed when the "fix" just repeated information that was already there and created more work to go in and edit.
Anna Wagner
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17 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Anna Wagner
commented
Yes, please! Also, linking an unposted donation should not automatically adjust a pledge. It amplifies these types of messy issues.
Anna Wagner
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34 votesAnna Wagner
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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58 votes
When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
Anna Wagner
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22 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Anna Wagner
commented
We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups or some type of filtering is difficult, especially since fund names aren't always super clear as to the type of fund.
Something similar to the nonprofit directory being able to sort by something designated by the foundation (for us it would be fund group, but it sounds like others have different needs, so having that able to be customized would be ideal).
Anna Wagner
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13 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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4 votes
Donors do have the option to search by a service area, so if you displayed them on a fund record, they could sort on "xxxx" and a list of those funds would display. We don't plan on adding sort option to the tables, but are considering more filter options in the future. So changed the title to reflect what is possible.
An error occurred while saving the comment Anna Wagner
commented
I think what Bryan is wanting is to have something similar to what the nonprofit directory allows where you can click on a type (i.e., Designated or Scholarship) to help filter a long listing. We definitely would like some type of filtering/sorting feature available to donors as well.
Anna Wagner
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5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Anna Wagner
commented
Same. We have a LOT of public facing funds, and determining how to sort those logically for donors without using fund groups is difficult.
If adding the grouping isn't available, could this be added as a sort function? Similar to the nonprofit directory being able to sort by type.
Anna Wagner
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Anna Wagner
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I'm so surprised this still isn't corrected. Profile payments are now used for multi-fund public security gifts, and it is AWFUL if there is any mistake/accident on the front end. Right now, we have donations that were entered to the wrong profile payment, and we have to delete them to be able to delete the profile payment. This causes a gap in the donation numbering that will populate on the audit, with no logging available because the whole thing has to be deleted.