8 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 -
4 votes
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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 -
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 -
Adding Fiscal Sponsor info to Profile should check for and update open grant applications
There is currently no checking of open payables (A/P, grants, etc) when a fiscal sponsor is added to the supported org's profile record. This is means anyone adding a fiscal sponsor would be required to manually update grant records (for example) with the correct payee information. This is in stark contract to the address maintenance tool that prompts you when a record's contact information is updated AND they have an open payable. The current structure requires that the user both knows this behavior of FIMS AND knows that there is an open payable somewhere in the database AND has the…
1 vote
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