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  1. 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.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  2. This would give Foundation's the ability to communicate more effectively with our Donors.

    This note is located on the Fund page, fund activity.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  3. The Market Value "as of" date is always displayed as the current date. Although the Market Value itself is understood to be days to weeks behind, depending on the organization's financial cycles, displaying a date that is always the current date is very misleading and confusing, giving the impression that the Market Value is being (or is supposed to be) updated daily. It would be nice to either change this format/behavior for the date, or simply allow it to be hidden so only the Market Value displays.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  4. We're currently limited to 175 characters for the login screen text that displays for donors. It's not enough. The default text we were given for our site was even over 175. When we went to change it, it wouldn't allow us to change it until it went under 175.

    1 vote

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    0 comments  ·  Log In  ·  Admin →
  5. There currently is no way to delete grants that are imported from DonorCentral sitting in the DC Suggestion Import without declining them. Therefore, they sit in the suggestion import area with new imports which makes it hard to decipher which are new vs old.

    1 vote

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  6. Currently in DonorCentral you can upload gift acknowledgements, grant and pledge letters to the individual grant and gift records. Would be good to have a page where the advisor could see all of those documents in one place.

    0 votes

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    0 comments  ·  Funds  ·  Admin →
  7. Currently, on the Resources tab in DonorCentral you can upload public documents that all advisors in DonorCentral see. Would be good to be able to have the ability to share files with only certain users or groups of users.

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    0 comments  ·  Resources  ·  Admin →
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