33 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 -
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 -
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 -
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 - Add Fund ID, Fund Class to YTD Unitization Report
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 -
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 -
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 -
Include Prerequisite and required items on the grant import template
Would like to include the Prerequisite due dates and the required items to be available for import in the grant import process.
3 votes -
Mass delete affiliation codes
Looking for an option to mass delete affiliation codes based upon a file with profile IDs. So for example, I have a spreadsheet that has a list of selected profile IDs and I would like to remove the XYZ affiliation code from all records listed in the spreadsheet. It would be helpful to have a utility I can run that would remove XYZ from all records listed in the spreadsheet? Thanks,
3 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 -
When Profiles are combined, change historical grants posted to the 'from' profile to reflect the Report Name on the 'To' profile.
When two profiles are combined, either automatically revise, or allow for revision, of the Organization Name on the grants that were posted to the 'from' profile to reflect the Report Name on the 'To' profile. This is especially important in DonorCentral so donors see grants from the combined profile under one Organization Name, such as in the pie chart that is displayed.
2 votes -
FIMS - Watchlist function to streamline the grantee vetting process
Currently FIMS offers an organization watch list function that automatically adds a contact record to any profile that shows up on (11) watchlist agency reports.
Two enhancment that would improve this feature for staff that have to vet grantees for the donors that we serve....
- Add the SPCL list to this watchlist feature (https://www.splcenter.org/)
- Instead of creating a contact record in FIMS for an org that shows on any of the (12) watchlists it would be preferred to create an affiliation code
With these (2) enhancements in place it would make it much easier for foundations to filter…
2 votes -
Revise Field Name "Ethnic Code" to "Race/Ethnicity"
As an organization, we feel the field name "Race/Ethnicity" better identifies the options we have available for proper identification of our donor population. Please consider this revision.
2 votes -
User Defined Profile Export is missing mailing address components
In the User Defined Profile Export, there is no way to export the "Individual Name" from the Salutations tab. Also, when selecting to include "Address" under Fields, the result does not include the "Address Type" field. Both are key components to being able to use this export for mailing lists. For example, if an exported address is a Business Address, that would mean I'd want to use the Individual Name instead of the Joint or Alternate Name for the mailing. Please add these fields to the Export. Contact bphillips@rifoundation.org with questions.
2 votes -
Add Alternate Address to soft credit acknowledgement or when using cc information
I would like for the soft credit acknowledgement to be sensitve to the alternate address command
2 votes -
Allow amounts greater than $99,999,999.99 in "Promise" records
We recently had the good fortune to receive a planned gift (Promise) in excess of $100M, but discovered that the "Amount" field in the Promises tab doesn't accept values this large. The request is to change the field type of the "Amount" field to support {10}.{2} floats rather than {8}.{2}
2 votes -
Be able to edit the field description that appears lower left corner of screen.
For example "Enter the Strategy Code for this grant request" when hovering over Strategy field in Grant Applications. Would be very useful to be able to revise to guide user entry as it relates to our CF. .
2 votes -
Data grid views - fund module - popup menu that would allow you to pick a fund for a certain view
When you create a custom view in say the fund module that shows for example all the current year gifts and grants, it would be nice if a menu could pop up that would allow you to specify or select the view based on some data - for example by fund name (quickly) rather than having to go in and change the data on the selection tab
2 votes -
Create a report that shows when each employee was working in FIMS over a certain period of time.
We share our FIMS license. Seeing who is in and how long they were in would help a manager track what is happening.
2 votes
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