46 results found
-
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 ability for advisor to request a change to investments on Funds and related investment strategies in DonorCentral
It would be good if DonorCentral had a feature where donors or advisors could request a change to the investments on funds and also related investment strategies. There could potentially be a queue in FIMS where these requests would be processed.
1 vote -
Add ability for an advisor to request to establish a new fund in DonorCentral
It would good if DonorCentral had a feature where a donor or advisor could fill out a request to establish a new fund. There could then be queue inside of FIMS by which foundation staff could process those requests.
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 Reports to DonorCentral
It would be good if DonorCentral had a menu of reports such as fund balances, grant and gift history, investments.
Currently, you can export information out of DonorCentral in a spreadsheet but having reports that could be run would be a good feature.
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.
1 vote -
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.
1 vote -
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.
0 votes -
Show Donor when grant check cashed
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 -
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.
2 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 -
Add ability to download multiple fund statements at once into a single PDF
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 -
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
- Don't see your idea?