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In the Fund Module Note Area
You can copy and then paste into the note area of a profile. It would be nice to be able to do the same with the Funds module. It would be useful to copy board minutes into the fund module note area when a fund is establish or the minutes when a f...1 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...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... -
DCNXT: Ability to automatically email fund holders when a new statement has been uploaded.
Currently we have to manually email all fund holders using a 3rd party email tool, whenever we've uploaded new statements to DCNXT. It would be nice if DCNXT could automaticlaly email when it occurs.1 Reviewed: Voting Open
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DonorCentral NXT - pull donor names from Acknowledgement Name and not Report Name in FIMS
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 fro...0
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DonorCentral NXT search by Fund ID
Staff would like to search not by Fund Advisor, but by Fund ID/Fund Name then pick an Advisor. Some staff are not familiar with the user's, they just want to look at a fund's details.0 Planned
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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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Donor Central NXT automatically send a welcome email when email address has changed
If a user changes an email address, it would be helpful if DC NXT automatically sent a welcome email to the address rather than staff trying to remember3 Will not implement
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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 ... -
Have a 'view all' option in the grants list in Donor Central. Donors are frustrated having to page through their grants and not being able to see everything by scrolling down.
it would allow donors to see a complete picture of their grants and easily find what they are looking for without paging through. Paging is time consuming and unnecessary.1 Planned