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  1. In our previous Donor Central software, we received an email alert notifying us when a donor began but did not fully submit a grant request from their fund. In the new software, apparently there is no way for our Foundation to be notified when a grant has not been fully submitted. It apparently only shows up in the donors individual profile as unsubmitted recommendations.

    This will cause us MAJOR headaches, as some of our donors will not realize they have not fully submitted the grant. If we are unable to track who has unsubmitted grants and reach out to the…

    3 votes

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  2. 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

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    0 comments  ·  Grants  ·  Admin →
  3. fund statements on DC should be able to be relinked to the new fund id when a fund id is revised. There is no mention in the tool or articles that past fund statements will no longer be accessible. If this issue can't be resolved, a note referencing this needs to be added to the tool and any related Articles.

    2 votes

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  4. 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

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  5. Similar to when a grant is fully paid or in a pending state it would be helpful to offer advisor the ability to see and print a full list of unsubmitted grant recommendations

    2 votes

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    0 comments  ·  Grants  ·  Admin →
  6. We often put grant opportunties in front of our fundholders that are cyclical (i.e. we'll post the same grant opportunity every spring). It would be nice to have the ability to keep grant opportunities inactive, so that they don't show up in the list, but so we could just edit them and make them active again when the time comes.

    2 votes

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    0 comments  ·  Grants  ·  Admin →
  7. 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

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    0 comments  ·  Export  ·  Admin →
  8. 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

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    0 comments  ·  Other  ·  Admin →
  9. 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

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    0 comments  ·  Donors  ·  Admin →
  10. 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

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    1 comment  ·  Grantees  ·  Admin →
  11. 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.

    2 votes

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    0 comments  ·  Log In  ·  Admin →
  12. It is incredibly confusing for donors to see what looks like a new grant when a check has to be reissued for something they did previously. FIMS keeps the original grant date. Donor Central should keep the original date. If necessary, add a payment date that could change.

    2 votes

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    0 comments  ·  Grants  ·  Admin →
  13. 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

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    0 comments  ·  Gifts  ·  Admin →
  14. 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

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    0 comments  ·  Funds  ·  Admin →
  15. Situation: Grant approval email is generated once the grant has been approved AND paid. This may give the impression it took an excessively long time to approve the grant. Often a grant is approved well in advance of the time it is paid.

    Solution: Send the grant approval email at the time the grant is approved.

    2 votes

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    0 comments  ·  Grants  ·  Admin →
  16. Donors may decide at the beginning of the year when they receive endowment reports what they want to donate for the year, but don't want the donations to go out until later in the year. It would be great if they could go ahead an add them as recommendations while they are working on them instead of having to remember later to add them.

    2 votes

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  17. Please add the following fields to the grant recommendation form so they will be included in the email we receive to process the grants: FUND ID, DONOR NAME, FIMS ID. This information was included with the grant recommendation emails we received with the old version of DC.

    2 votes

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  18. Our internal finance controls need to be able to track recurring grants for auditing purposes. Having a quick way to tell recurring grants apart from single time grants would greatly improve our ability to track recurring grants.

    2 votes

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    0 comments  ·  Emails  ·  Admin →
  19. In the current version of Donor Central NXT a fund advisor is limited to submitting (5) grant recommendations at a time. So when an advisor has more than (5) unsubmitted recommendations there is a 'select all' option that is presented to submit the recommendations. However, when you select that option it is not truly submitting all unsubmitted recommendations. Instead it is only submitting the (5) that are presented on the screen at the time the checkbox is selected. It would be preferred to update this feature so that an advisor can select all unsubmitted recommendations and submit them all at…

    1 vote

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  20. Currently the size of an Organization logo that can be uploaded to DonorCentral NXT is limited to 400 pixels wide by 60 pixels high. This is a very small logo. A larger logo would look nicer and be more visible.

    1 vote

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    0 comments  ·  Branding  ·  Admin →
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