-
Allow special processing notes to pop-up when uploading grant recommendations from DonorCentral to FIMS
You can add special processing notes to an oragnization's grantee profile and they pop-up every time you manually enter a grant recommendation, however if you upload grant recommendations from DonorCentral to FIMS they do not. I am suggesting that... -
Funding Recommendation Opportunities
Have a section similar to DonorCentral v4 that will allow donors to fund a specific grant opportunity that the foundation supports or has needs for. This feature would allow them to simply click on a button to pre-populate the recommendation form ... -
Remove contact information from grants page in Donor Central NXT
When our fundholders see grantee contact name, phone number and email on the grants page in donor central it causes confusion if it doesn't match with their records -
DonorCentral NXT Login Screen Text
We're currently limited to 175 characters for the login screen text that displays for donors. It's not enough. The default text we were given for our site was even over 175. When we went to change it, it wouldn't allow us to change it until it wen... -
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... -
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. -
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. -
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 ... -
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. -
Donor Central NXT tool bar update
Please consider making the tool bar stationary so when donors scroll down on the page, they don't lose sight of it.
