58 results found
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Salutation build code for Joint or Alternate Name
Joint or Alternate name Salutation will not build from both Profile 1 and Profile 2 if we remove Prefixes and the partners have the same last name. It only shows the Profile 1 name. It will build if they have different last names.
We are moving away from Prefix use and would like Salutations to build automatically with both profiles First and Last Names in the Joint or Alternate name e.g. John Smith and Jane Smith.
8 votes -
Need an import tool for the Interim Market Values Feature.
On the Asset Rebalancing tab in General Ledger under Processing there is an option to enter Interim Market Values. Currently, these values need to be entered manually. Having an import for these values would be very helpful.
2 votes -
Add ability to Clear Out Unposted Cycle using a From/Through range.
In the clear out unposted cycle utility you only can select one pool. It would be better to add a from/through range so that you can run this utility for more than one pool at a time.
1 vote -
Add ability to be able to schedule exports out of FIMS
It would be great to have the ability to schedule exports out of FIMS such as data grids and other exports rather than having to do them manually.
1 vote -
Salutation Build Code for Mr. John Smith and Mrs. Jane Smith
For example, we input the two names. Mr. John Smith and one Mrs. Jane Smith. The Mailing label "Joint or Alternate Name" automatically populates with "Mr. and Mrs. John Smith". This is not appropriate, nor does it reflect the way that women are to/should be acknowledged.
6 votes -
Export the Organization on Alternate Address tab when running reports
When running profile reports, the Organization name on the Alternate Address tab doesn't export. Please code this to be included when addresses are pulled from the Alternate Address tab.
4 votes -
Ability to turn off notice that grant Program field is too large to fit on check stub
With the recent FIMS update came a new feature where, when entering a grant, a warning pops up if the Program field is too large to fit on the check stub. We have always used a submittal letter and do not rely on the check stub to communicate the grant program. It would be great if this feature could be turned off, because it becomes very annoying. At least half of our grants exceed that character limit. Plan B would be to limit the DCNXT recommendation field to a maximum number of characters, but that feature is not working properly…
3 votes -
Mass Change Contact Tickles from One Employee to Another
When an employee leaves, it is a real pain to manually change all of their tickles to another employee and in some cases again when their replacement is hired. You should be able to do this just like you can mass change codes from one to another.
5 votes -
Fund Module - Ability to Search By Fund Name field
In the Fund Module, it would be nice to be able to do a search on the "Fund Name" field. The only options currently are Fund ID, Sort Name and DIV.
2 votesDone - Released ·
AdminLeAnn M Hillman
(Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Please see the following article on how to search by fund name in the fund module:
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4 votes
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When Copying a Profile, don't auto populate the Bulk Mail pointer in the new profile
Currently, when a profile is copied to create another profile, the Bulk Mail Pointer on the 'copied profile is auto populated on the newly created profile therefore the new profile's Bulk Mail pointer reflects the copied profile ID instead of it's own profile ID.
4 votes -
FIMS Unitization Report enhancements - Fund ID, Fund Class
We provide a unitization report for one of our trustee banks each month. The report does not have Fund ID or Fund Class which we can use to filter funds for that trustee bank. Can those fields be added to the report or can fund class be part of the selection criteria?
We have to match on fund sort name which is now more time consuming because we now have many funds whose names begin the same (with the character limitation of the sort field). Or the sort field can be significantly increased.
4 votes -
Create Administrative tool to COPY security permissions from one user to another.
Currently, only able to MOVE permissions. Trying to mirror one user's permissions to another is tedious and the chance of missing a permission is high.
4 votesDone - Released ·AdminLeAnn M Hillman
(Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This tool can also copy permissions in addition to move:
How can I move all of the security settings for one person to another? (document360.io)
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Report of staff members in FIMS that are active and inactive
Our auditors requested a report from our system showing which staff members were active and confirming that former staff members were inactive, which means they could not access the system. FIMS does not have such a report and this type of reporting is necessary when our organization is being audited.
3 votes -
Compatibilty issues between FIMS and Office 365 which adds steps to some of the automated proccesses
When sending acknowledgement letters from the automated process there are now extra steps that make it cumbersome.
3 votes -
Alphabetize System Utilites menu option
It would be easier to find what you are looking for in System Utilities and submenus (System Reports & Admin Utilities) if they are in alphabetical order.
1 vote -
Don't Allow Multiple Logins For One User
It would be very helpful if a given user couldn't use multiple licenses at the same time. Logging into both Live and T&L is fine, but not multiple ones to Live, unless they're using ODBC.
3 votes -
Allow multiple email addresses for Grantees
Now that many of our grants are going out by ACH we have received quite a few requests by grantees for multiple people to be notified of the grant. Typically, they ask for an email notice to go to accounting and one to their development office. Currently there is only one email address field in the grantee profile.
3 votes -
Add check box "Ignore allow mail flag profiles" on Fund Statement Report and Export
Under General Ledger Reports, Add check box "Ignore allow mail flag profiles" on "Fund Statement" and "Fund Statement Export". This would enable one to capture fund activities on all funds in the system. We have donors that are anonyomous and request that their Solicit and Allow Mail boxes are UNCHECKED within their profiles. Therefore when fund statements are generated or exported the funds associated with profiles where allow mail is UNCHECKED do not print or export.
3 votes -
Enhanced 1099 capabilities
Enhance FIMS functions for 1099 adjustments. The 1099 vendor report with fund info only allows to run 1099's with adjustments to grantees. This should be enhanced to be able to run with vendor and grantee adjustments. That way one process is in place to be able to run 1099 reports by division.
3 votes
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