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42 results found

  1. Need to improve user level reporting in DonorCentral NXT. DCv4 used to have user level reporting and tracking. One example is log ins. Each time a user logs in, the last log in is overwritten.

    2 votes

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    Backlog  ·  0 comments  ·  Log In  ·  Admin →
  2. If an advisor has only one fund, then that fund should auto-populate on the recommendation form in DonorCentral.

    1 vote

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    Backlog  ·  0 comments  ·  Recommendations  ·  Admin →
  3. DonorCentral v4 used to allow users to submit profile updates. Would be good if DonorCentral NXT had the same feature.

    1 vote

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    Backlog  ·  0 comments  ·  Donors  ·  Admin →
  4. It would be good if DonorCentral had the feature where an advisor or donor could donate to their fund and also have the ability for giving opportunities to be able to be configured for the wider public.

    2 votes

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    In Review  ·  0 comments  ·  Funds  ·  Admin →
  5. Allow intervals in the recurrence section of the recommendation form to be Quarterly, Semi Annual & Annual and remove the ‘Number’ field. The recurrence schedule would be based on start dates.
    Quarterly would happen every 3 months from start date, Semi Annual would be every 6 months from start date and Annual would be every 12 months from start date. The options presented to the DA would be Quarterly, Semi Annual & Annual with the scheduling being done in the background.

    1 vote

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    Backlog  ·  0 comments  ·  Recommendations  ·  Admin →
  6. Currently there are Grants and Gifts pages in DonorCentral but no pages for Pledges or Scholarships. Would be nice to have separate pages for those.

    1 vote

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    Backlog  ·  0 comments  ·  Other  ·  Admin →
  7. Currently, all grantees are available for all advisors when submitting a grant recommendation. This list of grantees cannot be controlled on the fund or advisor level.
    It would be good if DonorCentral had more fine-tuned setting for grantees.

    1 vote

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    Backlog  ·  0 comments  ·  Grantees  ·  Admin →
  8. If a fund is designated for a certain purpose and interest area, add logic to DonorCentral to only present a list of grantees that are within the fund's designation and prevent showing grantees that fall outside of the fund's designation from appearing in list of grantees to choose from when recommending a grant.

    Currently, there is no way to prevent a donor or advisor from creating a grant recommendation to a grantee who falls outside of the fund's designation.

    1 vote

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    Backlog  ·  0 comments  ·  Recommendations  ·  Admin →
  9. Currently in DonorCentral you can upload gift acknowledgements, grant and pledge letters to the individual grant and gift records. Would be good to have a page where the advisor could see all of those documents in one place.

    2 votes

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    Backlog  ·  0 comments  ·  Funds  ·  Admin →
  10. Currently, on the Resources tab in DonorCentral you can upload public documents that all advisors in DonorCentral see. Would be good to be able to have the ability to share files with only certain users or groups of users.

    1 vote

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    Backlog  ·  0 comments  ·  Resources  ·  Admin →
  11. 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.

    8 votes

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    Backlog  ·  0 comments  ·  Other  ·  Admin →
  12. 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.

    7 votes

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    In Review  ·  1 comment  ·  Fund Statements  ·  Admin →
  13. 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.

    6 votes

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    Backlog  ·  0 comments  ·  Recommendations  ·  Admin →
  14. Gift Export on Funds page in DonorCentral:

    We have many donors who would like to send a thank you for a gift that has been made into their fund. Sometimes donors would like to send an email instead of a note. We are trying to have the donors pull this report instead of it falling back on the department. .... we wish the gift export would provide email addresses too.

    4 votes

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    Backlog  ·  1 comment  ·  Gifts  ·  Admin →
  15. DCNXT admins should receive an email when a nightly upload from FIMS does not occur.

    5 votes

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    In Development  ·  0 comments  ·  Uploads  ·  Admin →
  16. Would be really helpful if a recurring grant did NOT have to be cancelled to be changed.

    5 votes

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    Backlog  ·  0 comments  ·  Grants  ·  Admin →
  17. Our donor central users would love to receive an automated email when a gift is posted to their fund.

    4 votes

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    Backlog  ·  0 comments  ·  Emails  ·  Admin →
  18. 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.

    4 votes

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    Backlog  ·  0 comments  ·  Funds  ·  Admin →
  19. Since we don't have any kind of admin reporting any longer to know what donors have created in the way of recurring recommendations, it would be very helpful for both the staff and the donor to be notified that a recurring grant has ended. Part of the convenience of the recurring grant is you create it and somewhat forget it. But you may also forget when it is set to be completed, too.

    4 votes

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    Backlog  ·  0 comments  ·  Grants  ·  Admin →
  20. fund statements on DC should be able to be relinked to the new fund id when a fund id is revised. There is no mention in the tool or articles that past fund statements will no longer be accessible. If this issue can't be resolved, a note referencing this needs to be added to the tool and any related Articles.

    3 votes

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    Backlog  ·  0 comments  ·  Fund Statements  ·  Admin →
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