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A verify address button to connect to USPS.com to populate and verify address on the Profile and Grantee page.
Please create a verify address button, similar to the Guidestar button. This button will connect you to USPS.com address/zip code look up. It will populate the address with the info you have in the Profile or Grantee page. Then it will check USPS ...0
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Need a HOLD checkbox on the pledge entry for verbal promises to be tracked
There is no current method to enter verbal commitments for gifts or pledges in FIMS.1
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Contact record
Need to be able to add a link to a Pledge so the Fund, Profile and Pledge can be monitored/updated by the Contact record -
Gifts shown on fund statement designer not coming up as anonymous
On one of our fund statements, we report the gifts with the donors name and address. One gift we had was anonymous, and marked as such in the gift module. When the fund statement was run, the address of the anonymous donor printed out with the nam...0
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Client would like Grant Cancel/Refunds Report to show Reason as wrapped field with full value
The Grant Cancel/Refunds report currently displays the Reason in a fixed width field, and commonly does not display the full reason when run to the screen or exporting. If run with Graphical Viewer, the entire reason displays. Client would like th...0
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I would like to be able to search for a General Ledger account by name instead of having to scroll down my entire trial balance for my specific account.
Currently you can search by fund or by account number, but if I don't know my account number I would like to be able to enter in the account name or a variation of the name and have options appear to be able to choose from.1
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Add a second staff member to each grant record.
We typically have more than one staff member working on each grant. Currently we record the Program Officer in the "Officer" box, but at our organization another staff member does the day to day grant management, so it would be helpful to be able ...0
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Fix currency symbol issues in Fund Statement Designer
While creating a statement in the Fund Statement Designer, I noticed that when I added currency symbols if the amount was negative it would show as $(115.00) rather than ($115.00). I have also noticed that when you create a "Grants Awarded" sectio... -
PROFILE: Contacts Tab, Contact Type--When you type in the code, the menu remains UNLESS you scroll to the correct Contact Type code and click it. Menu covers Grant, Fund and much of the Comment section. Minor annoyance to have to take extra steps/clicks.
PROFILE: Contacts Tab, Contact Type--When you type in the code, the menu remains UNLESS you scroll to the correct Contact Type code and click it. Menu covers Grant, Fund and much of the Comment section. Minor annoyance to have to take extra steps/...1
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Fund Module/Notes Tab allow copy & paste
Having to retype is not efficient and leaves room for error. FUND: Notes Tab—It would be helpful to be able to copy & paste information from/to NOTES tab and paste it into another tab, document, etc.