3 results found
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Add ability to see advisors associated with a fund, when you only know fund name.
I am not the FIMS user in our office and when the FIMS user is out of the office, I cannot view fund info without knowing the fund advisor name.
3 votesDone - Released ·
AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Released ability to view as advisor from Control Panel. Here are the instructions to view by fund in DonorCentral:
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DonorCentral NXT Advisor View - Advisor Search
When you search for an advisor in Advisor View, the results only show what appears to be the Report Name field from FIMS. In cases where a profile has a partner, it will show "Mr. and Mrs. X". It would be more helpful if it showed the individual donor's name behind the account and possibly their account email address. We have cases where partners have separate accounts (for different funds in some cases) and we can't tell the difference just looking at the list of results.
Multiple staff on our end who use the Advisor View have asked for this…
2 votesDone - Released ·AdminLeAnn M Hillman
(Product Manager, FIMS and DonorCentral, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
We have added the ability to View As Advisor from Control Panel\Site Administration\Users. This allows staff to search the users by email address or name, then once they find the desired user, the staff member can View as Advisor on the user record:
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Remove DonorCentral NXT filters after user logs out
Please consider clearing out filters after donors log off the system. Most other systems that I have used do not keep filters active after logging out. This may be confusing to donors who expect the system to refresh once they have logged out.
1 vote
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