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DonorCentral Recomm. Conf. page display date submitted
A fundholder has reached out and asked that the Recommendation Confirmation page, which shows the grant data they just submitted and has an option to print, include the date that the grant was submitted.1 Reviewed: Voting Open
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Support more recent versions of Crystal Reports in Viewer
All versions of Crystal supported my FIMS in the viewer are hard to purchase licenses for as they are all obsolete by Crystal. The last version supported is Crystal Xi (or Crystal 11). Crystal Reports versions released since thenare Xi R2, 2008, 2...0 Reviewed: Voting Open
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Add Grantee Status Code to Gift Import Tool
Enhancement request to add Grantee's Status Code to Gift Import Tool.0 Reviewed: Voting Open
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Popup warning message when changing Profile from Individual to Organization
Display a confirmation dialog box (Yes/No/Cancel) that a Profile is being changed from Individual to Organization (and vice versa). This affects the workflow, as well as impacts the CRM synchronization. -
Mobile App for FIMS on iPad or mobile device for field use
We have a number of Donor Relations managers in the field, it would be useful to be able to download those records - full profile & fund if they have it when meeting with the donors and prospects. I would also make it easier to update the info...0 Reviewed: Voting Open
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Split DonorCentral confirmation emails by Fund
We have donors who hold more than one fund with us. Sometimes they make suggestions from DonorCentral from both funds at one time. The confirmation emails include both funds, which means we have to make extra effort to insure that the information ...1 Reviewed: Voting Open
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DonorCentral should accept Alpha characters in Org IDs
Currently the DonorCentral Site does not accept Organization IDs which contain alpha characters. Currently Organizations with IDs that include alpha characters are not able to be uploaded to DonorCentral, thus preventing the display of gifts and g...1 Reviewed: Voting Open
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FIMS system alert when a new grant is added for a fund to profile that has an existing/open grant payable in the same fund.
We would like a function in FIMS to have an alert pop up if there is a grant payable recorded for a fund and a new grant is entered for the fund for the same organization as the existing grant payable? As an example FUNDX has a grant payable for $...0 Reviewed: Voting Open
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DC Make a Grant
Submitted by: Ben Drwall We would like the 'Make a Grant' button from the Recent Grants Widget to be added to the grant listing on the Fund Summary page.1 Reviewed: Voting Open
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Upload Gift Acknowledgement Information to DonorCentral
Submitted by: Jeffrey Hand Currently, DonorCentral only pulls information directly from the Gift tab in FIMS. Some donors would like to see the acknowledgement information, specifically if the gift was given in memorium or in honor of someone.