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Allow cross-year reporting in fund reports and other financial reports
For those fundholders whose fiscal years end on dates other than December 31, there is no easy and convenient way to produce a fund report or other financial reporting that covers a period that includes parts of two calendar years (for example, a ...1 Reviewed: Voting Open
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Increase field length in Program Name field
Our Grant Manager has a problem with the field length (35 character limit), this is used to detail the program area for the grant, which often exceeds this limit. This information is also tied to the check printing functions and needs to app...1 Reviewed: Voting Open
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Including non-gifts on fund statement detail
It would be very beneficial to our fund holders if the gift detail on the fund statements would include non-gifts. Right now we can get the non-gifts to show up as part of the balance on the statement, but it doesn't get included in the deta...0 Reviewed: Voting Open
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Donor Central Login
Please find a better way to change passwords. When a donor forgets their pw, I go in as admin and change the user pw so they can get in right away. I cannot use a pw which has been used before. The next time the donor logs in, they hav...2 Reviewed: Voting Open
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Add additional selection criteria for fund statement reporting/exports
Add additional selection criteria to the fund statements and fund report exports: ability to pull by fund name and/or fund alpha sort ability to pull multiple funds outside of a range ( or ability to include/exclude funds within a range) additiona... -
Rounding on Fund Distributions
Please add the ability to round to the nearest dollar on the fund distributions tab when set up as percentages. Impact: Our Finance department would like to only distribute grants rounded to the nearest dollar.0 Reviewed: Voting Open
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Payment Selection Reports
Have the Re-run report option on the payment selection report Include the Pay Through Date on the top of the report or include report selections page for the report Impact: We run several payment selection reports and it take needless time to run ...0 Reviewed: Voting Open
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Display warning message when a Profile changes from Individual to Organization (and vice versa)
When updating profile 1 tab, if a user changes an org to an individual (or vice versa), display a warning message that it will have an effect on the CRM process, and if they want to continue with a Yes/No box.0 Reviewed: Voting Open
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Fund Reports in FIMS
In anticipation of your upcoming changes to the fund report system, please consider the following: zero suppression on exported reports, ability for cross year reporting (for audit confirmations, etc.), attractive reports that can be customized, p...0 Reviewed: Voting Open
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Having the ability to convert profile1 records into Vcard files or other files that can be saved in Outlook Contacts.
It would be great to be able to quickly and easily creat Vcards for saving Profile1 information into Outlook Contacts.0 Reviewed: Voting Open