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...

Sorry, don't know where else to submit this inquiry but my votes and submitted enhancements seem to be gone from my profile. What happened to them or were they submitted when I wasn't logged on?

At our institution , Financial Aid and Stewardship departments are different and we would need a way to differentiate emails triggered between the opportunity vs stewardship module's site email addresses.

The error handling for contact imports is unreadable to users. This requires almost every contact import case to get routed to support for review.