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DonorCentral Automated Email Needed for Gifts to Funds
A feature really needed for DonorCentral/FIMS is an automated email that sends notification to the email address of an org profile with a fund association that just received a gift posted to the fund in the FIMS Gift module. Similar to the process...
Created 06 Jan 21:42 by Guest
Client Services
1
3
Vote
Add check box "Ignore allow mail flag profiles" on Fund Statement Report and Export
Under General Ledger Reports, Add check box "Ignore allow mail flag profiles" on "Fund Statement" and "Fund Statement Export". This would enable one to capture fund activities on all funds in the system. We have donors that are anonyomous and requ...
Created 12 Dec 20:22 by Guest
Reporting
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3
Vote
DonorCentral- Display all fund names associated with the advisor
When a fund advisor logs into DC and looks at the Funds tab, they should see a list of all their funds without having to type a fund name into the search box.
Created 08 Nov 20:38 by Guest
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Reviewed: Voting Open
3
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DonorCentral NXT- Allow ability to edit the Welcome Letter merged content that has the login/password information.
The login/password info is too confusing for our donors. We want to simplify it.
Created 05 Nov 15:28 by Guest
0
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3
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Add credit card gifts to Donor Central NXT
Many of our donors would like the option of making gifts to their donor advised funds by credit card and doing it online in Donor Central would be even more beneficial to them.
Created 01 Nov 17:00 by Guest
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Planned
3
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Include more fields on the grant import template
Would like to include the Prerequisite due dates and even the required items we have setup for import. Would also like to have the line payment date be imported as well. Right now it uses the Grant date. Our Payment date is 1 year later and I have...
Created 08 Oct 20:21 by Guest
Administration
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2
Vote
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 ...
Created 20 Oct 16:09 by Guest
Development
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3
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hiding the "as of" date under "Market Value" in DCNXT
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 i...
Created 21 Jun 18:44 by Guest
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Reviewed: Voting Open
2
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Add Tool to allow for mass revising Profiles from being 'active' to 'inactive' based on affiliation code.
No description provided
Created 30 Aug 14:48 by Guest
Administration
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3
Vote
DonorCentral NXT - Darker text beneath fund details
On certain displays or for folks with vision impairments, it is hard to see the grey text labels for the dollar amounts on the Funds tab (Gifts, Grants paid, etc.).
Created 16 May 21:00 by Guest
2
Planned
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