3 results found

1. Automatically add DonorCentral Affiliation to Grantee records, making them searchable for future DC recommendations

   When fundholders make grant recommendations, only grantees in FIMS with the DonorCentral Affiliation can be searched and found in the DC recommendation process.

   This raises barriers to funding by requiring fundholders to enter information already in the database. This leads to more calls or emails to staff making recommendations or fundholders giving up on using the system in general.

   What should happen:

   • Any new grantee created by the DC Suggestion Import should have the DonorCentral Affiliation added automatically.
   • Any new grant matched by the DC Suggestion Import to a Profile in FIMS without the DonorCentral Affiliation should have that Affiliation automatically added when the new grant record is created.

   When fundholders make grant recommendations, only grantees in FIMS with the DonorCentral Affiliation can be searched and found in the DC recommendation process.

   This raises barriers to funding by requiring fundholders to enter information already in the database. This leads to more calls or emails to staff making recommendations or fundholders giving up on using the system in general.

   What should happen:

   • Any new grantee created by the DC Suggestion Import should have the DonorCentral Affiliation added automatically.
   • Any new grant matched by the DC Suggestion Import to a Profile in FIMS without the DonorCentral Affiliation should have that Affiliation… more
   3 votes

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   0 comments  ·  Grantees  ·  Delete…  ·  Admin →
   Feature Already Exists  ·  AdminLeAnn M Hillman (Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT) responded

   New grantees created by the DC suggestion import process can have the DC affiliation code added automatically. Staff can also choose an existing profile that does not have a grantee record and one will be added along with DC Affiliation code:

   Import DonorCentral content into FIMS (document360.io)

   
   

   When selecting an existing profile that does not have an existing grantee record or DC Affiliation code, there is an error that occurs which we are investigating:

   Blank error window comes up when creating new grantee record and adding DC affiliation to an existing profile in the suggestion import window in FIMS (document360.io)

2. DonorCentral compatible with IPads

   Many of our donors are frustrated to learn that they cannot access DonorCentral on their ipads. Please consider updating the compatibility of the site!

   3 votes

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
   Feature Already Exists  ·  AdminLeAnn M Hillman (Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT) responded

   DonorCentral is compatible for use on mobile devices including Tablets, IPads, Apple and Android phones.

3. Show expense details beyond 2 years in DonorCentral

   Currently you can see gift detail for the entire ["History"] of a fund, expense detail is limited to 2 years of date (you only see monthly totals). There are times when our fund reps want to see the ["History"] of particular vendors.

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   0 comments  ·  Funds  ·  Delete…  ·  Admin →
   Feature Already Exists  ·  AdminLeAnn M Hillman (Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT) responded

   The fund page can be configured to show expenses and shows details beyond 2 years:

   View Fund Details on the Funds page (document360.io)