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Add "Allow ENewsletters" to the Special Mailing and Handling Controls
We need a better way to remove people from our E-News without removing or altering their email. This code would be checked as default and then could be unchecked as people request to be removed.1 Reviewed: Voting Open
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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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Add "Rerun report" to the FIMS inquiry reports: G/L YTD Ledger Inquiry & Trial Balance Inquiry
"Rerun Report" functionality should be on all the Reports in FIMS. Today I discovered two more that don't have this option. Under Inquiries - G/L YTD Ledger Inquiry & Trial Balance Inquiry0 Reviewed: Voting Open
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Report on unpaid and paid grants while showing all payments and their pay dates per grant.
It is very helpful to be able to report on all posted grants (paid and unpaid) and see a list of each individual payment with the GL Apply date. Currently FIMS doesn't have a single report that includes all of this detailed information.0
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Accounts Payable - Email notification of online or EFT payments to vendors
We have started paying our vendors and grantees electronically and when we are posting the payments in FIMS it would be nice it an automatic email could be sent to the profile telling them we have paid them online1 Reviewed: Voting Open
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Add default check form by checking account
Currently, there is one default checking form for all accounts. It would be very useful to have the ability to create an override for that based on the checking account so that an account used for an affiliate can use their preferred form.0 Reviewed: Voting Open
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Create security Groups in FIMS
Currently, all security is at the user level, which becomes an administrative nightmare when staff changes. Allow the ability to create Groups in FIMS, and then assign Security to the Group. Members of that group should inherit their security acce...1 Reviewed: Voting Open
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It looks like there are compatibilty issues between FIMS and Office 365 which adds steps to some of the automated proccesses. Will there be a patch to fix this?
When sending acknowledgement letters from the automated process there are now extra steps that make it cumbersome.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
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Donor Central NXT grant history search
Within the grant history filter, the charity search is not a smart search. Since other searches on the site are smart searches, it would be helpful to have a smart search here as well.