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IGAM Consider Applications Wizard Update
The IGAM Consider Applications Wizard is cumbersome and in some places it is not comparing information in a way that is easy to use. For example, on the Compare Application Contact Information screen, on the IGAM information on the left, it lists ...0 Reviewed: Voting Open
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Grants Module Edit Report Additions
Please add first name and salutation fields for grantee and donor advisor to the grant edit report. I would also really like to see fund subtype on this report. Impact: Right now I have to pull out the first names with an Excel formula t... -
Add interfund option for fund distributions
Please add the option to schedule interfund distributions as part of the percentage split on the fund distributions tab. Impact: Right now we have several donors who have said they want to make annual distributions from their fund to a variet... -
Longer description field for strategy code
the strategy codes only have room for 15 character description. I would be great if we could add more information to the description. Impact: It will make it easier for a general user to understand what the codes stand for without a separate...0 Reviewed: Voting Open
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Longer description field for strategy code
the strategy codes only have room for 15 character description. I would be great if we could add more information to the description. Impact: It will make it easier for a general user to understand what the codes stand for without a separate... -
Add DonorCentral demo site or walk-through video for prospective fundholders
Prospective fundholders may wish to see the platform they'd be using to recommend grants and evaluate that tool against competitors. Short of setting up a dummy account (a heavy lift for staff and not ideal to maintain clean data) for them to use ...1 Reviewed: Voting Open
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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 ... -
Allow multiple email addresses for Grantees
Now that many of our grants are going out by ACH we have received quite a few requests by grantees for multiple people to be notified of the grant. Typically, they ask for an email notice to go to accounting and one to their development office. Cu...0
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DonorCentral NXT - Have fund advisor name appear Recommendation submission confirmation email
Recommendation submission confirmation email goes the advisor's email address that recommended the grant. We save these emails as permanent record for audit purpose. It would be helpful to have the Advisor Name print in the body of the email messa...0
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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!0