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  1. 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 →
  2. 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 →
  3. Please increase the number of FIMS Fund Statements that we can upload at one time. FIMS, on premise, we are limited to uploading 100 Fund Statements, plus the contents file. We currently have over 12,000 donor funds, which means we are creating 120 different files and uploading over 120 different times, EVERY Quarter. Our executive team wants us to generate monthly statements, so this problem will get worse.

    2 votes

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    Backlog  ·  0 comments  ·  Fund Statements  ·  Admin →
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