78 results found
-
Proxy in as a specific user
I would love to see functionality in the portal so that we as site admins are able to proxy in as a specific user (whether it be a grantee/donor/fund advisor) to see what they see or are experiencing. Or to be able to function as that user to do a specific task within the portal.
15 votes -
Repeat multiple past grants from History as a batch
We would like for a donor to be able to go to the grant history grid, select multiple past grants, and save them to the saved requests grid to review and submit as a batch. I have a document that outlines how we see this working that I can't upload here, but will forward to Brandon and Amy.
11 votes -
Email Log
Please create a log to view sent emails with outcome information (success or bounce-back, etc.) for ANY emails sent from Spectrum. Specifically, in the Application Admin area, there is no way to see email log for emails sent in the Manage Supplemental area. See case number Case #00017942.
7 votes -
Grant Recommendation Process
I have been advocating for a simplified grant recommendation process for a very long time. Our portal users consistently share feedback indicating the grant recommendation process is too complicated, and very inefficient. A fund holder should be able to submit a grant recommendation on one screen, therefore, I suggest the creation of a "one-click" grant recommendation screen. The routine could allow, but does necessarily need to, allow options for database or history lookups. The goal is for the fund holder to have the abiility to enter everything related to a new recommendation on one screen, and then click submit. Thank…
4 votesDeclined ·
AdminAnonymous
(Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Mark, we would love to hear why it is difficult with three steps.
Let's set up sometime and look at it together.
We have implemented regranting which is a one step process but it would be difficult for new grants.
-
Delete Multiple Selected Draft Grant Requests
Now that the feature to repeat multiple past grants is implemented (thank you for that!!!) we'd like to suggest you add a 'Delete Selected' button on the Draft Recommendations tab (on the My Recommendations page) for the fund advisor. This way, if a fund advisor has duplicated multiple past grants and wants to remove some of them, they could place a checkmark next to the ones to delete then delete them all at once, rather than having to delete them one by one from the item ellipsis.
3 votes -
Adding New Grant Recipient
The current process for adding a new grant recipient requires the fund holder to select the Grants Database radio button under Recipient Search and then selecting "Cannot find a recipient? Add a new one" in the window that appears. This adds at least one more step to the process that didn't exist before the upgrade to FCCP. It would be nice to see a separate option under Recipient Search that allows the donor to enter the new recipient information subsequently without having to do an extra click into the new window. Alternatively, it would be good to make the clickable…
2 votes -
Allow an organization to opt a user out of MFA
Please allow us to opt a single user out of MFA. We have some older fund holders who do not understand MFA and it greatly frustrates them. Their frustration impacts their desire to do business with us.
3 votes -
Extend notification popup time
When a donor submits a grant recommendation on the Spectrum portal, there is a popup notification on the lower right side of the screen that appears to confirm that their recommendation was submitted. Is there a system option that we can set to extend the amount of time that popup is visible before it disappears? Many of our donors are submitting duplicate grant requests because they aren't seeing the popup.
6 votes -
Give donor ability to edit/cancel recurring gift
Our clients can currently establish a recurring gift into their Donor-Advised Fund. However, they have no access to manage that gift themselves. They must contact our organization to make any changes. Users are accustomed to things like online bills where they can manage their transactions and payment methods themselves. Please add a way for the donors to manage their own recurring gifts. This should include being able to change the amount, the frequency, and the payment method (such as updating to a new payment method if their credit card was lost/stolen & cancelled). This should also include the ability to…
6 votes -
Grant recipient search: "cannot find" should be AFTER search box
The recipient search dialog box contains, in this order:
1) instructions to enter search term
2) link to click if one cannot find the desired search term
3) the search field.
Item #2 logically should come after #3.2 votes -
Clarify/Link to Mobile Apps on MFA setup page
On the Verify an Account (MFA setup) link to the Microsoft and Twillio apps (both apple and google) rather than require the user to search the store on their own. This may help users not fall into scams of paying for apps. For example, searching apple for "MS Authenticator App" results in the top listing for a paid app.
Or add to this page that both options are free, if a user has a paid app they have the wrong app.
1 vote -
Prohibit reports from being run on future dates
Currently fund holders can run fund statement reports for periods that are not complete. For example, on 10/1 someone could run a report for 9/1-9/30, however as of 10/1 we haven't run month end processes. If we could limit the to date on reports somewhere in business rules, then each month we could advance the date after we run our month end close routines.
1 vote -
Create a business rule allowing us to turn on auto unlock after X minutes.
Create a business rule allowing us to turn on auto unlock after X minutes. Currently users are locked until we as admin unlock them. Most of the time they are entering their password wrong, and if it unlocks after 30 or 60 minutes, we could communicate that to them to avoid us having to unlock manually.
1 vote -
Portal Metrics and Statistics
Ability to gather usage statistics including: number of grants requested, most visited page, document views, page views, etc.
2 votes -
Change the term "regrant"
We are thrilled to have the new regrant feature!
Please update the term to something like "Repeat Past Grant(s)." In the nonprofit world, regrant has a specific meaning - it means when an organization receives money and then grants it back out (like flow-through dollars one org might receive from another).
2 votes -
Disable Ellipsis on Submitted Recommendations
We would like the option to disable or hide the item ellipsis on the Submitted Recommendations grid.
3 votes -
Please add a box for remembering a username and password for signing into Npact support tickets.
Please add a box for remembering a username and password for signing in Npact support ticket website
1 vote -
Turn off "Copy Fundraising Link" option on donation form page
Recently, NPact added functionality to allow fund advisors to copy and share a link to the public for making donations to their fund. However, this requires each individual fund to be made public in FCG. If the fund is not made public, the user received a message that says, "This fund is not public so only registered users with access to this fund will be able to access it. Do you want to continue?" None of our funds are public, so these links would not work for any of our clients. Ideally, we would like these fundraising links to not…
1 vote -
More prominent notification location
Move notifications to center screen. Tucked away in the lower corner, they often get missed.
5 votes -
Grant recipient data contrast
Users complain that after selecting a grant recipient from the search results, the grayed-out fields containing the recipient information are difficult or impossible to read. I've got settings on both my own computers optimized for webpage viewing, and still find this info hard to read. There is not enough contrast between the gray text and gray field background.
1 vote
- Don't see your idea?