Hi - The “Our Donor” section is often used for memorials with the donor of the award specifying that the information or spotlight be on the person the award is in honour of…..I understand that this is hardwired into the system and at this time can...

It would be incredibly useful for notifying specific subsets of donors to have a scope filter on the donor contacts page, similar to the one found on the Funds grid view. Ideally, this would allow us to filter by donors linked to the funds attribu...

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...

A preview option would be helpful to provide feedback on a recipient import before actually importing the file. Admins would be able to validate their file was setup as expected before creating impact statements in the system. They'd also have the...

If the person who set up a fund did not check which disbursement fields should be contact visible (show on donor report), there is no way to check which are missing short of opening all the funds in question individually. We did not find out until...

We want donors to have the ability to make donations to their scholarship fund directly from Stewardship Management, but at the moment that functionality is limited to OLX donations only. We are migrating our donor forms from NetCommunity to NXT a...

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...

Problem: Many clients want to use the Opportunity Description as the fund summary and would like to "pull it in" from the opportunity to the fund. We end up having to download reports and do vlookups to populate this column in the file with the op...

Stewardship Manager can only download each fund snapshot individually, and she would like to be able to compare the financial data in one excel document for multiple years.

Currently, all recipients will receive the same invitation email when they are moved to a requested category. The email is customizable. However, sometimes different groups of recipients should receive different messaging/instructions in the email...