4 results found
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Keep original grant date in DonorCentral when check is later reissued
It is incredibly confusing for donors to see what looks like a new grant when a check has to be reissued for something they did previously. FIMS keeps the original grant date. Donor Central should keep the original date. If necessary, add a payment date that could change.
2 votesSupport Issue ·
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This issue is caused by using the wrong date when voiding the check and re-issuing it. When voiding a check its best to use the orginal date for the void and then when re-issuing the check, also use the orginal check date for the new check.
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Improve timing of DonorCentral Grant Approval Email
Situation: Grant approval email is generated once the grant has been approved AND paid. This may give the impression it took an excessively long time to approve the grant. Often a grant is approved well in advance of the time it is paid.
Solution: Send the grant approval email at the time the grant is approved.
2 votesSupport Issue ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
In order for an automatic grant approval email to out, the grant actually does not have to be paid, it has to be approved and posted. Posted meaning posted over to AP module, but can still be sitting in Open Items ready to be paid.
The DonorCentral automatic emails for approved grants actually go out every day at about 6:00 AM. When the grant is approved and posted, the approval email will go out at the next run for the automatic emails.
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Ability to hide the "as of" date under "Market Value" in DCNXT
The Market Value "as of" date is always displayed as the current date. Although the Market Value itself is understood to be days to weeks behind, depending on the organization's financial cycles, displaying a date that is always the current date is very misleading and confusing, giving the impression that the Market Value is being (or is supposed to be) updated daily. It would be nice to either change this format/behavior for the date, or simply allow it to be hidden so only the Market Value displays.
1 voteSupport Issue ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
The Market Value as of date is configurable in FIMS in Tools > System Utilities > DonorCentral > DonorCentral Options > System > Export_Market_Date.
The setting selected in DC options controls the data that is exported out of FIMS and controls the date displayed in Market Value as of.
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A way to delete imported grants from DonorCentral without declining them
There currently is no way to delete grants that are imported from DonorCentral sitting in the DC Suggestion Import without declining them. Therefore, they sit in the suggestion import area with new imports which makes it hard to decipher which are new vs old.
1 voteSupport Issue ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Old suggestions are not in the suggestion import window using the Default View data grid. If this issue occurs, then the staff user must be using a custom data grid that is including old suggestions for which a grant application was already created.
Once an application is created for an imported suggestion, the suggestion will disappear from the Default view data grid.
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