48 results found
-
Add DonorCentral demo site or walk-through video for prospective fundholders
Prospective fundholders may wish to see the platform they'd be using to recommend grants and evaluate that tool against competitors. Short of setting up a dummy account (a heavy lift for staff and not ideal to maintain clean data) for them to use or providing an in-person demo (thereby releasing financial information to unrelated parties), there is no way to give them a glimpse of DonorCentral. A walkthrough video would be most practical and safe time for foundation staff.
7 votes -
Add ability to download multiple fund statements at once into a single PDF
Staff is asking to have the ability to pull multiple fund statements at a time. Users would be able to select statements from any of the funds they have access to to create a single PDF file of all the statements. The statements may or may not be consecutive dates.
Example 1
Fundholder has 34 funds. They want the most current fund statements of all the scholarship funds. There are 12 scholarship funds. They select these 12 funds, select 'most recent' fund statements and a single PDF is created which contains all 12 statements.
Example 2
Fundholder has 34 funds.…
6 votes -
Have fund advisor name appear Recommendation submission confirmation email
Recommendation submission confirmation email goes the advisor's email address that recommended the grant. We save these emails as permanent record for audit purpose. It would be helpful to have the Advisor Name print in the body of the email message as well and with the profile ID would be a bonus too.
5 votes -
Allow the SPENDABLE BALANCE to DECREASE as Grant Requests are SUBMITTED
Fundholders would NOT overspend their Spendable Balance. Kind of crucial :). AND based on our experience, this is how DC used to operate until rather recently.
4 votes -
Automatically add DonorCentral Affiliation to Grantee records, making them searchable for future DC recommendations
When fundholders make grant recommendations, only grantees in FIMS with the DonorCentral Affiliation can be searched and found in the DC recommendation process.
This raises barriers to funding by requiring fundholders to enter information already in the database. This leads to more calls or emails to staff making recommendations or fundholders giving up on using the system in general.
What should happen:
- Any new grantee created by the DC Suggestion Import should have the DonorCentral Affiliation added automatically.
- Any new grant matched by the DC Suggestion Import to a Profile in FIMS without the DonorCentral Affiliation should have that Affiliation…
3 votes -
Add Email alerts when nightly uploads don't occur
DCNXT admins should receive an email when a nightly upload from FIMS does not occur.
4 votes -
Ability to automatically email fund holders when a new statement has been uploaded to DonorCentral
Currently we have to manually email all fund holders using a 3rd party email tool, whenever we've uploaded new statements to DCNXT. It would be nice if DCNXT could automaticlaly email when it occurs.
4 votes -
Add password instructions to DonorCentral log in screen
Please add additional password set-up instructions on the initial screen donors see when they are establishing their access. It might also need to be added on the reset password page. Something along the lines of:
Passwords MUST:
- Contain eight characters or more
- Contain characters from two of the following three character classes:
- Capital/uppercase letter
- Numeric (i.e. 0-9)
- Punctuation or other special characters (i.e. !@#$%^&*)
4 votes -
Create an App for DonorCentral
Our donors are used to the latest and greatest technology. As a growing Community Foundation we need to have tools available to better target the next generation of donors.
4 votes -
Allow DonorCentral Fund Market Value column heading to display 'Fiscal Year' vs 'Calendar Year'.
DonorCentral allows the option to report on fiscal year vs calendar year and yet the Market Value column heading is hardcoded as 'Calendar Year'. This is confusing for our donors and the column heading should match what is defined in DonorCentral Options 'System> BaseYearOn> Fiscal'.
3 votes -
Add ability to upload files to specific funds or users
Staff have requested the ability to upload files to a specific user or fund. There are various types of information that are fund or donor specific which need to be shared.
3 votes -
3 votes
-
Add ability to configure an automated email be sent to fund advisors when a gift is posted to their fund
Our donor central users would love to receive an automated email when a gift is posted to their fund.
3 votes -
Add ability to see advisors associated with a fund, when you only know fund name.
I am not the FIMS user in our office and when the FIMS user is out of the office, I cannot view fund info without knowing the fund advisor name.
3 votes -
Add ability for Advisor with multiple funds to see all fund balances at once
We have many fund holders who have multiple funds with us and when they log in it would be great for them to see a list of all funds with the fund balance for each, rather than only getting to view it as a total balance (all funds combined).
This would display on the Home page with the available to spend amount.
3 votes -
Add Outstanding Pledges for a fund to DonorCentral
It would be most useful to be able to see any outstanding pledges associated with a Fund on Donor Central, in addition to the "pledges paid" category which already exists.
It would be even better if we could see outstanding pledges per individual as opposed to Fund, but my understanding is that Donor Central reports on Funds, not Profiles.
3 votes -
Ability to edit Recurring Grants without cancelling
Would be really helpful if a recurring grant did NOT have to be cancelled to be changed.
3 votes -
Make Recurring grants visible to ALL fund advisors
This is would be very helpful so that donors and the professional advisors they work with could all see the same information. When donors work closely with others, whether it is family members, or trusted professionals, they need the confidence to see that what they've requested has been implemented and everyone with access to the fund should be able to see the same information.
3 votes -
Ability to select Fiscal year or Calendar Year for DC NXT
Right now only calendar year is an option for DC NXT. The FIMS client should have a choice to use calendar or the fiscal year based on FIMS calendar set up.
3 votes -
Remove contact information from grants page in DonorCentral in the Grant Details
When our fundholders see grantee contact name, phone number and email on the grants page in donor central it causes confusion if it doesn't match with their records
3 votes
- Don't see your idea?