47 results found
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Add Align Button to Layout Editor
Adding a button so that text can be centered, aligned left or right with ease. Currently alignment can only be done in HTLM editor but it should be able to be done in the editor screen (the applies to the cloud and portal text editor).
6 votes -
Anything to make fund statements easier to download
It took me 6.5 hours to download our fund statements (never mind the printing, sorting, and mailing). This has been a constant issue and we have gotten nothing resolved.
3 votes -
Collect Social Insurance Number in a Secure field (Canadian Clients)
In Canada, we need to issue T4A tax forms to scholarship recipients annually. To do this we need to collect the applicant's Social Insurance Number (SIN). The SIN is sensitive information and should receive a higher level of protection from a cyber security standpoint. Raiser's Edge has a field for SIN on an Individual record that allows the number to be masked for any user that does not have special security rights.
I would like a special field that can collect and protect the SIN in the Spectrum Portal that also carries through to the FCG and possible RE.
It…1 vote -
Constituent
We would like to see a list of online applications submitted by the constituent on their constituent record
3 votes -
Auto-populate Search with Last Name
In the Web Processing Queue, in the Web User Information screen, when using the Possible Duplicates-->Lookup, the system automatically populates the Constituent Search-->Name field with both the first and last name the web user entered into the Web User Information fields. However, this leads to not catching possible duplicates because of nicknames or middle initials. I would suggest only populating the field with the last name to catch more duplicates and have cleaner data.
1 vote -
Annual summary
Add to the "All-In-One" section of a fund, a new tab showing annual summary of gifts and grants for a fund. For an example, see FIMS's Fund Summary tab. It is a chart, by year, showing the largest gift, total gifts, largest grant, total grants. It helps staff see in one place how a fund has grown and granted out year by year.
1 vote -
Ability to customize Fund Config tile
Add the ability to customize the Fund Config tile on a Fund. Allow admin to turn off unused balances, rename balances, and hiding default finance accounts (since users don't need to see these on a daily basis).
1 vote
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