We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
This is now in your Sandbox environment. - Nonprofit Directory: The Nonprofit Directory will be enhanced to display images, share files, and display text in html. This will allow a more robust display of the Nonprofits once a donor has selected a nonprofit displayed in the directory list. On the Nonprofit Designation's detail tab, there will be a Show Profile Image checkbox. Enabling this will allow the images on the main profile to display onto the Nonprofit Directory. There will be a new option to enable HTML Statement. Enabling this option will allow clients to use HTML code in the Statement box. A new files tab will be added to the Nonprofit Designation. From this tab, files can be added and shared to the Nonprofit directory. If a category is not added to the file, it will just display on the portal as file.
This is now in your Sandbox environment. - Fund Advisor: In order to allow additional customization, new content blocks will be available to create content headers for each of the tabs on the Fund Advisor Portal. The new content blocks will be found in the Fund Advisor Content menu. The new content blocks are HTML compatible.
Permissions: No permission updates with this release.
This is now in your Sandbox environment. - Admin Fee: The following enhancements will be available for Admin Fees: the ability to set funds in bulk to an admin fee type; an option to add a note to an admin fee; and on manual admin fees, the ability to select the receiving fund and accounts. The ability to create a manual admin fee will be an option in the left-side menu on the admin fee page.
The fund record’s Admin fee section will be enhanced to have a start date field. This start date can be used to enter a starting date to begin processing admin fees on a fund.
Funds Bulk Edit will also be enhanced by adding the Admin Fee Start Date.
Enhanced the admin fee types to now have a maximum fee per year. Users will now see a maximum fee field added to the admin fee types. This will allow the system to only charge a fund with that type a maximum per year.
Permissions: No permissions will be changed by this release.
- This is now in your Sandbox environment. - Default Reports: Default reports are now located in the left-side menu. This will allow more columns to be displayed on the custom report list. Users will now be able to select a default report as a starting point for creating a custom report. Users can save the default reports and have them appear in the custom report area.
- Accounts: In order to enhance performance in Journal Entries, Vouchers, and Grants. The account search now returns a filtered list instead of populating the entire chart of accounts.
This is now in your Sandbox environment. - Fund Advisor: This will allow the foundation to enable the ability for their fund advisors to receive an email confirming that they have submitted a grant request online. This will be a new check box at the fund advisor level called Request Confirmation Email. The foundation can chose to enable this for all fund advisors in Fund Advisors<Settings and then check the box Advisor Request Confirmation Email and this will enable it for all fund advisors. There is also a new content area for the Advisor_request_confirm_email_body.
If the Fund Advisor Cart functionality is enabled, the fund advisor will receive one email for the entire “cart” of requests.
This is now in your Sandbox environment. - Scholarships: Enhance Scholarships to have a Scholarship Award Letter. This will be a new bucket within Scholarships. This will allow for bulk processes such as: Email, Print, Mark the Award Letter Sent, Unset the Award Letter Sent, UnSet Award Letter Needed, Set Award Letter template. In the Open bucket, there will be two new left-side menu options for Set Award Letter Needed and Clear Award Letter Sent. On the Award, there will now have two new fields: the Award Letter and the Award Letter Template. Mark the Award Letter field if the award letter is needed. Mark it as sent, pdf, word, or email option. There will also now be an Award Letter Template field. This will allow clients to select the correct template for the scholarship.
Templates: Enhanced Templates with a new Scholarship Award letter template. Clients can have awards letters based on funds, fund groups, subgroups, divisions, and segments.
Permissions: There is new permission called Scholarship Award letter. This will be enabled for Admin permissions at the time of release.
This is now in your Sandbox environment. - Fund Advisor: Add the ability to enable a cart concept for grant request using the setting in Fund Advisor settings. This will allow Fund Advisors to populate a grants request, review, and submit grant request. This will be an optional setting in the Fund Advisor Settings call Fund Advisor Cart.