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90 results found

  1. We are currently seeing aliases listed as “aka [name]” in the Grant Search screen in the portal. We'd like a setting to prevent those aliases from showing. They take up space and can be a bit confusing for our users.

    4 votes

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    1 comment  ·  Site Admin  ·  Admin →
  2. When reviewing saved grant recommendations, next to each saved recommendation there is an ellipsis that houses 3 options (open, open recipient, and duplicate). There should be a fourth option to delete a saved grant recommendation.

    Currently users have to contact us as the administrators to delete these, but they should have access to do so themselves. Please add this functionality.

    8 votes

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  3. We would like the ability to limit the characters used in the "grant purpose" and "special instructions to the nonprofit" fields for grant recommendations. This would align with what is printed on the check memo field.

    3 votes

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    1 comment  ·  Site Admin  ·  Admin →
  4. If the system is down for some reason, it would be helpful for a pop-up to appear stating the system is down. If this is not possible based on the system issue, an email to the main contacts at the organization would be appreciated so we manage calls, etc.

    6 votes

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    In Review  ·  2 comments  ·  Log In  ·  Admin →
  5. For users that are advisors to multiple funds, allow configuration of their fund dropdown: 1) set a default fund to appear first in their list of funds, and/or 2) configuration options to set the order of funds as they appear in the dropdown list.

    5 votes

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  6. A great feature would be to delete users on both FCG and FCP.

    8 votes

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    2 comments  ·  User Admin  ·  Admin →
  7. Currently we can suggest or enforce a minimum grant amount in FCCP with configuration settings in Site Admin. We would also like the ability to enforce a max number of payments when the setting to allow for multi-payment is on. This will help us guide our donors to a reasonable amount of payments per request.

    3 votes

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  8. Improve the basic user functionality for the Giving opportunity tool - allow users to sort, filter and/or search on this page. Ideally, add more columns of data so that clients with a higher volume of proposals they wish to display can expect donors to be able to navigate the page fairly easily to find what they are looking for.

    4 votes

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  9. Add preferred email filter to FCCP Contact Us Tile configuration options. We had our CEO's personal email appearing on the portal because this tile cannot filter to preferred and had to remove that email from our CRM so that it did not appear online.

    1 vote

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    0 comments  ·  Fundholder/Donor  ·  Admin →
  10. Add reminder after 30 days to fund advisor's next log in to pop up alert that they have # requests in unsubmitted requests.

    2 votes

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  11. When we have the link to register inactive, the registration page can still be accessed via direct web address or old link. We would like see this disabled if not active. We have had a few folks attempt to register with links that are far outdated.

    thank you

    2 votes

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  12. FCCP automatically notify a Web User if a Grant moves to Processed via email.

    3 votes

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  13. • In the portal:
    o Allow donors to see each date paid of their recurring grant
    o Allow donors to extend or cancel their recurring grant

    4 votes

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  14. Under Questions for Review, we don't ask a specific question that requires an answer so this Q/A language is a bit confusing for reviewers. Then, when they are ready to score, they must select the SCORE QUESTION button. There seems to be no value added to include "question" on this button; could it be changed to SCORE to also meet the needs of grantors not asking a specific question?

    3 votes

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  15. We highly recommend the ability for a client to enable the FCCP Grant Recommendations grid to include grants submitted outside of FCCP as well. We already have users that are looking here for grants that may have been submitted by fax or email and input into FCG, or historical grants, and are very confused. We are trying to redirect them to Grant History, but those layers are confusing for many fundholders. A more comprehensive grant status tracking tool with configuration options to allow for non-FCCP requests as well would be ideal.

    1 vote

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    0 comments  ·  Fundholder/Donor  ·  Admin →
  16. Bring back the ability to add instructions on the Grant Recipient Search screen. This page customization was made obsolete with Version 2.8.1.0 (Released: 3/24/2024). We used this content to remind donors grants can only be made to qualified donees and to refer to our Grants Policy.

    4 votes

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  17. For donor-advised fund sponsors, it is very important to track grant recommendations that will be processed only in the event of the fund requestor's death. We refer to these as surviving grant recommendations. Please consider adding a module, very similar to the designated module, that would allow a donor to see current, enter new, and/or edit/modify existing, surviving grant recommendations. It would be necessary for the module to allow the entry of percentages and/or amounts for each surviving recommendation. It would also be helpful if the module allowed for surviving recommendations to be converted into active grants.

    3 votes

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  18. 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.

    33 votes

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    In Review  ·  5 comments  ·  Admin →
  19. We'd like an additional option to filter by date under the My Saved Applications page. Internally we use a profile that is linked to all the organization applicants so that we can go into FCCP and make edits to their applications or submit on their behalf when they are having issues doing this on their own. When they have too many historical applications, this page has a hard time loading (using Show All), is really slow, and sometimes times out and cancels the load altogether. This functionality gets a lot of use the day of our application deadline, but when…

    3 votes

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  20. On the gift history page, remove the availability to edit the number of gifts per page. Or have system admins be able to toggle that off.
    We want this page so fund holders can see the name and date of gift, but by allowing fund holders to change to 1 gift per page, they can see the page total on the gift history and know the gift amount.

    1 vote

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    0 comments  ·  Fundholder/Donor  ·  Admin →
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