8 results found
-
Upload fund and grant agreements to fund in DonorCentral
Ability to upload fund and grant agreements to fund record.
1 voteDeclined ·
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This change would require changes to the Documents module in FIMS to allow for upload of these types of documents to DonorCentral.
At this time, we are not planning on making changes to the Documents module.
-
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 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
It is not possible to combine multiple fund statements into one PDF due to how statements are uploaded to DonorCentral. Statements are uploaded as one PDF per fund.
-
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.
6 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
This would cause a data discrepancy between FIMS and DonorCentral. If the spending balance in DC was immediately reduced for a submitted suggestion that was not approved, this may not match what the ATS codes are configured in FIMS and thus would not match the FIMS fund record.
Adding this feature would cause confusion as to what the the correct ATS would be for a fund.
-
Create an App for DonorCentral
Our donors are used to the latest and greatest technology. As a growing Community Foundation we need to have tools available to better target the next generation of donors.
5 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
DonorCentral is optimized to display correctly using browser on any mobile device.
-
Profile 2 email in FIMS needs to be able to access DonorCentral in addition to profile 1 email
Our Donors are consistently asking for this. The way the Blackbaud ID works they are creating IDs that aren't attaching because they are using the partner email address. Foundation staff is having to litter FIMS with extra separate profiles to accommodate this need. it is creating significantly more work for staff and significant frustration for donors.
4 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
The DonorCentral user can use the email address that is listed on the Profile 2 tab of the profile record as long as that email address is also on the Profile 1 tab and also as long as that email is not on the Profile 1 tab of another profile that has DonorCentral access.
DonorCentral access is coded to look at the Profile 1 tab of the profile record for a unique email address that does not exist on another profile record.
We recommend using the system integrity report, using the option to Check DC Email Validation to check the system for emails that exist on more than one profile:
-
Allow DonorCentral Fund Market Value column heading to display 'Fiscal Year' vs 'Calendar Year'.
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 votesDeclined ·AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
DonorCentral only displays calendar year format. We will be removing the Base_Year_On option in DonorCentral Options > System in a future FIMS release.
-
Ability to select Fiscal year or Calendar Year for DC NXT
Right now only calendar year is an option for DC NXT. The FIMS client should have a choice to use calendar or the fiscal year based on FIMS calendar set up.
3 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
- Don't see your idea?