58 results found
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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.
8 votes -
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.
9 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 -
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 -
SWP Donor Portal - manage recurring grant requests
When a fundholder requests a recurring grant from their fund, they don’t have a way of managing them after the fact. Donors need a way to cancel or modify their recurring grants.
5 votes -
Edit Error Message
Add Ability to edit error messages in FCCP. (Example: a user forgot which email they use to login to our portal and tried to hit "forgot password" link. But the error code simply read "The email failed." vs a better error code would be "that email does not exist in our system" or "no user with that email"
3 votes -
Have the application issue intelligible passwords
Please have the app issue intelligible passwords like our previous portal system generated, such as “Goldenrod@25” or “3*greenGRASS.” People have trouble correctly reading and retyping gobbledygook like ”2dhmb@bP2dhmb@bP.,” as has become apparent as we have assisted users. Please also make sure that punctuation marks do not appear at the end of the password, as they can be misinterpreted as grammatically ending the sentence instead of as part of the password.
We need to be able to serve users with a wide range of ages, abilities, tech savvy, and patience levels. We hope you will agree that the bit…
5 votes -
More prominent notification location
Move notifications to center screen. Tucked away in the lower corner, they often get missed.
5 votes -
Recurring Interfund Transfers
Similar to the Grant request/recommendation feature where you can submit a recurring grant to an outside agency, we would like to request the ability to include a recurring option for interfund transfers to another charitable fund housed at our Foundation.
6 votes -
Add File upload on grant request
When making a grant request, donors are required to upload Committee Minutes to prove approval of grant. Currently, there is no function to allow for an attachment in the grant request form. The Vendor portal has an upload link to provide an I-9, we would like a similar link available to turn on for a grant request.
5 votes -
FC Portal Saved Recommendations grid
In the FC Portal Saved Reccomendations grid, there does not appear to be a column available to show the donor when their grant is scheduled to be paid. Making this column available to display in the grid would cut donn on donor confusion and calls. (See Case #00016068 for more detail.)
3 votes -
Default
Make it possible to default a fund when someone has multiple funds when making grants.
2 votes -
See all recurring grant requests in FCCP
Currently, our donors have no way to see a list of ALL recurring grant requests. The Recommendation Status page has a tab designed to show recurring requests, but it only shows recurring requests that were submitted by the donor from within Spectrum. It does not show recurring grant requests for the fund that were entered by PCAF due to requests received outside of Spectrum (email/letter/etc.). The recurring requests tab on Recommendation Status displays the recurring request multiple times, making it very difficult to understand.
the “Designated Grants” screen in GE classic is the best tool we have for viewing and…
4 votes -
Feedback portal confirmations to include idea text
When you send an email confirming a post made here, please include the suggestion. The current emails merely clog our inboxes, instead of providing a record of what we suggested. And: do we get notified if someone comments on our post? This should likewise include the text.
3 votes -
Have regrant process routine add the requestor's Default Acknowledgement Letter Addressee information to the grant request.
I offer the following suggestion as a new feature for Spectrum NXT; it would be extremely helpful if the regrant process routine added the requestor's Default Acknowledgement Letter Addressee information to the grant request.
As of today, it is my understanding the batch submission of grant requests will not work unless the required fields of each grant request are present. The current regrant process does not add the default acknowledgement data to the newly created grant. Therefore, in order to submit multiple grant requests in a batch, a donor has to open each grant and add the required acknowledgement field(s).
3 votes -
Search by EIN for grant applicants on the registration page of the portal
Is it possible to allow our grant applicants to input their EIN number in the org search field and it to bring up their org name? This is on the registration page of the MyTSDF portal for Grant Applicants. We currently have this enabled for donors who make grants, they can search by EIN as the EIN is an alias on the organization record in RE. We need this because we currently have a lot of duplicate orgs in RE and GE and will not be able to clean them up before then.
3 votes -
please have a save and copy on an existing grant like in GE database
Please have a save and copy button on an existing grant like is in the database view. thanks
2 votes -
Fund balance/fund recommendation balance
Could the Foundation Cloud Grants have a spot for us to input what is actually available in the fund for the donor advisor to spend in their fund to recommend a grant in the portal? When they log into the portal, they can see the balance and often times get confused that they can recommend ALL of the fund balance, when we need to save some money to cover fees. It would just be something that would be front facing for the donor advisor to see and the site admin would have to input after the allocation is available for…
2 votes -
Post transfers from fund to fund
It would be very nice to see a function on the portal that would show recorded interfund transfers (more than just one single line in the fund statement). Many fund advisors rely on these transfers as a source of their income to the fund. It would be nice to see it highlighted within the system in a better managed way with more information (like where the transfer came from, the date, the amount, etc.).
2 votes -
Make MFA options configurable per organization
Currently, the MFA configurations are not customizable per organization. Users can select to authenticate via call, text, or mobile app. Additionally, they can use either the Microsoft Authenticator or Twilio Authy apps. Most of our clients are older and this is simply too much to choose from. We would prefer to offer only the call and text option. If we have to offer an app option, we only want to offer the Microsoft app. We do NOT like the Twilio app and do not want to offer it. We will be launching MFA to our clients soon, and we know…
2 votes
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