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Need a way to un-link a student from a fund
I created a user as a recipient for a scholarship that she did not actually receive and I want to un-link the user from the fund. There currently isn't a way to fully remove them from the fund altogether but you can go to the opportunities/XXX/app...0 Reviewed: Voting Open
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Post-Acceptance photo files assigned unique identifier and all in one folder for merging in InDesign
Hello, we are going to use the post-acceptance process this year to collect information and a photo from all scholarship recipients. We want to create a designed printed piece and merge in all the information about recipients and their photos – na...0 Reviewed: Voting Open
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One Impact Statement
Most clients use the same questions on each Impact Statement Questionnaire and don't want recipients who are matched to multiple funds to have repeat their work.
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Planned
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Please remove requirement for image uploads to be square.
It's very unfortunate that you have decided that all image uploads must be cropped into a square. I would appreciate a return to the previous format that allows images of all shapes to be uploaded. Another frustrating surprise as I prepare for my ...0 Reviewed: Voting Open
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Categorize Donor Profiles
Nova Southeastern has a nice size list of donors and they plan on adding many more profiles. What they would like to do is create some type of separation (for students and on the admin side), where the donors are categorized by type. For example...0 Reviewed: Voting Open
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Create "breadcrumbs" for BBSM for easier user navigation
When being trained by Mary Trautman, we noticed that BBAM has breadcrumbs so the user knows where they are in the system. We would like this feature expanded to BBSM0 Reviewed: Voting Open
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Password Protect Emailed PDF Reports
The generated PDF reports that are sent via email are not secure. Users are not required to sign-in to view the PDFs nor are they password protected. Some reports have private and personal information and we should be able to safeguard our donors ...0 Reviewed: Voting Open
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Allow Portfolio Information from SM systematically Copy to Funds in STM
WISC has over 3000 funds with new funds created at all times. Often times they have new opps added in that do not necessarily have codes or codes can be entered in mistakenly, wrong field etc...this makes it very difficult for STM to be in sync be...1 Reviewed: Voting Open
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Fund Financial Balances entered in STM should copy to award balance information in SM
WISC would like to enter in Fund Financial Balances in STM that would then update the Award Information on the opportunity details in SM. For example, I would enter a column in STM for "Opportunity Amount" and it would write back to SM and populat...
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Reviewed: Voting Open
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The fund report needs to show all fields listed on the timeline so that donors do not have to "click in" to review it.
8 of 10 of my "test" donor profile reviewers commented that they didn't understand why only 1/2 of their fund report was visible on the timeline. They felt this was a real problem with the site. There are three key fund pieces of data/information ...1 Reviewed: Voting Open