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Update Pledge Ack Name when name change is made on Profile 1
When we update the name on Profile 1 we would like to see a pop-up box letting us know there is an outstanding pledge and do we want to update the name on the pledge acknowledgment. In the cases where an organization changes directors we wan...0 Reviewed: Voting Open
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Adding email addresses to the gift export donors can pull for gifts made into their fund.
We have many donors who would like to send a thank you for a gift that has been made into their fund. Sometimes donors would like to send an email instead of a note. We are trying to have the donors pull this report instead of it falling back on t...0
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Ability to select Fiscal year or Calendar Year for DC NXT
Right now only calendar year is an option for DC NXT. The FIMS client should have a choice to use calendar or the fiscal year based on FIMS calendar set up.0
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Allow DonorCentral Fund Market Value column heading to display 'Fiscal Year' vs 'Calendar Year'.
DonorCentral allows the option to report on fiscal year vs calendar year and yet the Market Value column heading is hardcoded as 'Calendar Year'. This is confusing for our donors and the column heading should match what is defined in DonorCentral ...0
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DonorCentral NXT Enhancement request - See split gifts under the fund details section
Split gifts are based on asset accounts - endowed (principle) and flow-through (income)- within a fund, not separated into different funds. Staff are requesting that split gifts be shown based on asset accounts within a fund. Split gifts, as they ...0
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DonorCentral NXT Enhancement request - download multiple fund statements at once into a single PDF
Staff is asking to have the ability to pull multiple fund statements at a time. Users would be able to select statements from any of the funds they have access to to create a single PDF file of all the statements. The statements may or may not be ... -
add ATS_Edit_Report_Error_Type to the Interfund System Options
This option would be valuable for those of us doing a fair amount of interfund transfers. This option, which displays a warning if there are insufficient funds available for the interfund transfer, is available in the Grants module. It only makes ...0
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Run DupCk when importing profiles
When using the Profile Import => DIY Profile Import there is no "duplicate profile" check. If I run a "gift import" the utility does a duplicate profile check. The DIY Profile Import should do the same. It would save extra steps of having to ge... -
Adding Contacts from the Fund Module sometimes auto-populates with an incorrect profile
We've noticed that if you try and add a new contact while in the Fund module, it may populate with an incorrect profile that has no connection to the fund. It seems to bring in the last saved profile. It would be better if a profile wasn't auto-po...0
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Donor Central NXT grant recommendation form reconfiguration
Please consider moving the "can't find your grantee" check box to appear below the grantee search options. It makes more sense for it to be located under the other search options because you don't know that you can't find your grantee until after ...0