9 results found
-
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 -
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 -
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.
7 votes -
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 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 -
Add Email alerts when nightly uploads don't occur
DCNXT admins should receive an email when a nightly upload from FIMS does not occur.
5 votes -
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 -
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
- Don't see your idea?