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Add Tool to allow for mass revising Profiles from being 'active' to 'inactive' based on affiliation code.
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Different Color scheme for Test and Learn DB
I think it would be helpful for the test and learn database color scheme to be different than the default for FIMS. I have been in Test and Learn playing around, and left my desk to come back and forget, then start doing something and then having ... -
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... -
Donor Advisor id Import does not link to profile information
We use the 'Import Record Updates' to add the Donor/Advisor id's to grants (this is the second step in our grant import process). The problem is that our users then need to go into each grant and manually trigger the linking. Apparently this is a... -
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 ... -
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 ... -
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! -
ACH and Distribution Tab match
We would like to suggest an enhancement for FIMS. We are now using both the Distribution Tab and the ACH features on FIMS. We noticed that the ACH button was not automatically checked under the Distribution Tab for profile with ACH selected under ...Reviewed: Voting Open
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Remove "Transfer to" in description of Fund Statement second page grants section where Grantee is listed.
Either eliminate the words "Transfer to" or provide users the ability to update the grant template criteria in the fund statement designer to include or not include those words if others want that verbiage there. Under the column titled "Grantee",... -
Donor Central Recurring Grants
Currently, recurring grants are sent in separate emails, even if it is from one fund holder. Would it be possible to combine all grants generated from one user id to one email? Thank you.Reviewed: Voting Open
