42 results found
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If Advisor has only 1 fund then that fund should auto-populate on recommendation form
If an advisor has only one fund, then that fund should auto-populate on the recommendation form in DonorCentral.
1 vote -
Allow DonorCentral Users to Submit Profile Updates
DonorCentral v4 used to allow users to submit profile updates. Would be good if DonorCentral NXT had the same feature.
1 vote -
Add User Analysis Reports to DonorCentral
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 -
Offer streamlined recurrence intervals of Quarterly, Semi Annual and Annual which would be based on the start date selected.
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 -
Add Pledge and Scholarship Pages to DonorCentral
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 -
Add ability for grantee list to be controlled on fund or advisor level in DonorCentral
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 -
Add the ability to only submit a recommendation to a list of grantees that falls within a fund's designation in DonorCentral
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 -
Add the ability to donate to a fund in DonorCentral
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 -
Add a documents page for Gift Acknowledgements, Grant and Pledge Letters
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 -
Add ability to share files only to certain advisors or group of advisors in DonorCentral
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 -
When a Fund ID is changed, allow the new Fund ID to access past fund statements on DonorCentral that were connected to the old Fund ID
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 -
Increase number of fund statements in single upload
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 -
Provide the ability to list all unsubmitted grant recommendation and print them out
Similar to when a grant is fully paid or in a pending state it would be helpful to offer advisor the ability to see and print a full list of unsubmitted grant recommendations
2 votes -
Allow the submission of more than (5) grant recommendations at one time
In the current version of Donor Central NXT a fund advisor is limited to submitting (5) grant recommendations at a time. So when an advisor has more than (5) unsubmitted recommendations there is a 'select all' option that is presented to submit the recommendations. However, when you select that option it is not truly submitting all unsubmitted recommendations. Instead it is only submitting the (5) that are presented on the screen at the time the checkbox is selected. It would be preferred to update this feature so that an advisor can select all unsubmitted recommendations and submit them all at…
1 vote -
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.
6 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 -
Allow larger branding logos to be uploaded on DonorCentral NXT login page
Currently the size of an Organization logo that can be uploaded to DonorCentral NXT is limited to 400 pixels wide by 60 pixels high. This is a very small logo. A larger logo would look nicer and be more visible.
2 votes -
Give option for active/inactive on Grant Opportunities
We often put grant opportunties in front of our fundholders that are cyclical (i.e. we'll post the same grant opportunity every spring). It would be nice to have the ability to keep grant opportunities inactive, so that they don't show up in the list, but so we could just edit them and make them active again when the time comes.
2 votes -
3 votes
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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.
4 votes
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