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47 results found

  1. 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.

    0 votes

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    0 comments  ·  Funds  ·  Admin →
  2. 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.

    0 votes

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    0 comments  ·  Resources  ·  Admin →
  3. Show Advisors on a Fund when a Grant Check has been cashed or ACH has been received. Currently, they can only see that we sent the grant check or ACH.

    1 vote

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    0 comments  ·  Grants  ·  Admin →
  4. 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.

    2 votes

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  5. 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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  6. 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

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    0 comments  ·  Grants  ·  Admin →
  7. 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

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  8. 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

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  9. 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

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    0 comments  ·  Funds  ·  Admin →
  10. 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

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    0 comments  ·  Resources  ·  Admin →
  11. 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

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  12. 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.

    1 vote

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    0 comments  ·  Branding  ·  Admin →
  13. 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

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    0 comments  ·  Grants  ·  Admin →
  14. 3 votes

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  15. Our donor central users would love to receive an automated email when a gift is posted to their fund.

    3 votes

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    0 comments  ·  Emails  ·  Admin →
  16. 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.

    3 votes

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    1 comment  ·  Gifts  ·  Admin →
  17. Currently you can see gift detail for the entire ["History"] of a fund, expense detail is limited to 2 years of date (you only see monthly totals). There are times when our fund reps want to see the ["History"] of particular vendors.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  18. When we pull data on who has logged into the portal or who is active in the portal, we want to know what fund a person is associated with without having to go to FIMS. Two more columns (Fund Name - with ability to pull multiple names, as appropriate - and Rep Type) would make the download so much more useful.

    2 votes

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    0 comments  ·  Export  ·  Admin →
  19. 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.

    5 votes

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    0 comments  ·  Funds  ·  Admin →
  20. 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

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    0 comments  ·  Funds  ·  Admin →
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