Despite interest in the Donor Report functionality, a number of our users have declined to use the Donor Reports, because they feel that the reports are not customizable. We believe that allow more editing of the reports (i.e. unique headers, wate...

Currently, there is no way to notify donors by fund, only by individual contact. This is counterintuitive to the bulletin function, however, which is only sortable by fund. Notifying a large number of donors by fund is currently very inefficient/i...

Currently, my team maintains an external spreadsheet to track which student post-acceptance questionairres have been reviewed by a staff member and are ready to be merged into donor stewardship reports. A checkbox on the page (and also visible as ...

Problem Statement: Cover letters don't always work for clients who want to personalize the messages to specific donors. This is particularly true for those who have regional or other "Gift or Development Officers." They want the message/greeting t...

At our institution, students do not apply for specific scholarships, and they may receive multiple scholarships. In this new system, a student with three scholarships would receive three separate automated emails for each scholarship, and would ne...

I believe this is possible in Award Management and we would like the same functionality in Stewardship Management.

WISC though scopes would copy down from SM to STM. This will be some upkeep as the OA's will not be the ones working in STM therefor, if a scholarship is added by an admin they will need to contact a Stewardship Admin to go in and add the scopes a...

Students are asked to write a brief statement about themselves to share with donors with student consent. We have found that some students description is too short so we would like to have a minumun word count. These desscription would greatly hel...

When viewing a report in the donor portal, the date of when the student was last categorized (awarded, submitted...) is captured above the students pictures. This can be confusing to the donor as they do not know the meaning of that date. I would ...

At the donor's portal when a student has multiple disbursements it looks confusing. You have the recent awarded students on the top, then they repeat further down every time there is a disbursement. Ideally, there should be just one box per studen...