6 results found
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Configure Contribution Page
Please consider surfacing a "Donor Name" field on the contribution page within the portal. The contributions are automatically attributed to the advisor who is logged into the portal. For organizational clients, staff members (the fund advisor) are often making a contribution on behalf of their organization, but the gift is credited to the individual. We don't have any ability to adjust these gifts in Raiser's Edge once posted. A "Donor Name" Field would put the onus on the donor to align the donor name with the account holder for the contribution.
5 votes -
Setting to hide Aliases in Grant Recipient Search
We are currently seeing aliases listed as “aka [name]” in the Grant Search screen in the portal. We'd like a setting to prevent those aliases from showing. They take up space and can be a bit confusing for our users.
4 votes -
Character limit
We would like the ability to limit the characters used in the "grant purpose" and "special instructions to the nonprofit" fields for grant recommendations. This would align with what is printed on the check memo field.
4 votes -
Portal Metrics and Statistics
Ability to gather usage statistics including: number of grants requested, most visited page, document views, page views, etc.
6 votes -
Make MFA options configurable per organization
Currently, the MFA configurations are not customizable per organization. Users can select to authenticate via call, text, or mobile app. Additionally, they can use either the Microsoft Authenticator or Twilio Authy apps. Most of our clients are older and this is simply too much to choose from. We would prefer to offer only the call and text option. If we have to offer an app option, we only want to offer the Microsoft app. We do NOT like the Twilio app and do not want to offer it. We will be launching MFA to our clients soon, and we know…
5 votes -
Remove default selection of mobile authenticator app when configuring MFA
When a user is prompted to configure their MFA settings, the mobile authenticator app method is automatically selected by default. Please remove the automatic check mark selecting this method so that the user must actively choose one of the authentication methods.
5 votes
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