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  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. 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 →
  3. 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 →
  4. This would give Foundation's the ability to communicate more effectively with our Donors.

    This note is located on the Fund page, fund activity.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  5. We have coded our fundholders who wish to grant anonymously in the fund module, but that coding doesn't flow into DonorCentral NXT. Could that happen at some point?

    2 votes

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    0 comments  ·  Funds  ·  Admin →
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