46 results found
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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.
3 votes -
Adding email addresses to the gift export donors can pull for gifts made into their fund.
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 -
Site Administration Export should include Fund Name and Rep Type
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 -
Allow the SPENDABLE BALANCE to DECREASE as Grant Requests are SUBMITTED
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 -
Add ability for Advisor with multiple funds to see all fund balances at once
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 -
Add Obvious sort function in DonorCentral
It would be massively beneficial for my fundholders to obviously know there is a sort option on columns in DonorCentral. At present, it isn't clear/visually delineated/intuitive. The result is that fundholders call and complain about data being presented in a jumbled manner.
2 votes -
Consider making the note under fund activity editable
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 -
Add DonorCentral demo site or walk-through video for prospective fundholders
Prospective fundholders may wish to see the platform they'd be using to recommend grants and evaluate that tool against competitors. Short of setting up a dummy account (a heavy lift for staff and not ideal to maintain clean data) for them to use or providing an in-person demo (thereby releasing financial information to unrelated parties), there is no way to give them a glimpse of DonorCentral. A walkthrough video would be most practical and safe time for foundation staff.
7 votes -
Pull donor names from Acknowledgement Name and not Report Name in FIMS for use with DonorCentral
For the donor names and addresses that display in DC NXT, the organization names and addresses are pulled from the gift Acknowledgement fields in FIMS but the donor name is pulled from the Report Name on Profile 1. Can the donor name be pulled from the gift acknowledgement field instead? This will always be the most accurate field as the report name is more likely to change on a profile over time. Also, for organization profile gifts, DC NXT ends up displaying the organization name twice in a row for the same gift since it's pulling Report Name and then…
2 votes -
Add option to hide grantee's address
At the global settings, it would be nice to have the option to hide grantee's address just like we can hide a donor's address.
1 vote -
Add Outstanding Pledges for a fund to DonorCentral
It would be most useful to be able to see any outstanding pledges associated with a Fund on Donor Central, in addition to the "pledges paid" category which already exists.
It would be even better if we could see outstanding pledges per individual as opposed to Fund, but my understanding is that Donor Central reports on Funds, not Profiles.
3 votes -
Add Email alerts when nightly uploads don't occur
DCNXT admins should receive an email when a nightly upload from FIMS does not occur.
4 votes -
Require 2FA for staff in DonorCentral
We should have the ability to require all staff DCNXT accounts to have 2FA enabled. Currently I would have to go to each user and enable it, and then make sure they don't disable it.
3 votes -
Ability to automatically email fund holders when a new statement has been uploaded to DonorCentral
Currently we have to manually email all fund holders using a 3rd party email tool, whenever we've uploaded new statements to DCNXT. It would be nice if DCNXT could automaticlaly email when it occurs.
6 votes -
Ability to edit Recurring Grants without cancelling
Would be really helpful if a recurring grant did NOT have to be cancelled to be changed.
4 votes -
Make Recurring grants visible to ALL fund advisors
This is would be very helpful so that donors and the professional advisors they work with could all see the same information. When donors work closely with others, whether it is family members, or trusted professionals, they need the confidence to see that what they've requested has been implemented and everyone with access to the fund should be able to see the same information.
3 votes -
Ability to hide gift amount in DonorCentral Gift Display
We love the fact that gift information (name, address) can be displayed on the "Gift" page in DonorCentral. This allows fund advisors to write thank you notes and track gifts in one central place. However, we do NOT inform fund advisors on the AMOUNT of a contribution. There is no way to 'hide' the gift amount in DC (so that it is not associated with the gift contact information). This means we are unable to display the gift contact information to our fund advisors. DC allows you to hide contact information but not the actual gift amount associated. We would…
2 votes -
Add Donor & Fund grant anonymity in DonorCentral
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 -
Remove contact information from grants page in DonorCentral in the Grant Details
When our fundholders see grantee contact name, phone number and email on the grants page in donor central it causes confusion if it doesn't match with their records
3 votes -
Add password instructions to DonorCentral log in screen
Please add additional password set-up instructions on the initial screen donors see when they are establishing their access. It might also need to be added on the reset password page. Something along the lines of:
Passwords MUST:
- Contain eight characters or more
- Contain characters from two of the following three character classes:
- Capital/uppercase letter
- Numeric (i.e. 0-9)
- Punctuation or other special characters (i.e. !@#$%^&*)
5 votes
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