90 results found
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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 -
Need an alert for SWP Gift Error - API Call Failed
Gifts failed to process into CRM and had to entered manually. The CRM plugin in SWP was disconnected and had to be reconnected to establish the link again. Feature: An alert of some kind that notifies admin of systems not connected so they can connect right away and not miss any gifts. (Site Admin > Settings > Plugins section)
3 votes -
Grant Opportunities to Grantee Not Interfund
When we are setting up grant opportunities, it seems like we can only list an existing fund as the recipient. We would like to be able to set the recipient up as a grantee as well so that online grants come through as grant requests and not interfund transfers.
Feature Request: Would like the option to set up grant opportunities to be grant requests to a recipient instead of interfund transfers as it is now.
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 -
Link Acknowledgement Name and Address Default to Source Fund Selected from Grant Recommendation Page
Currently, the acknowledgement name and address for the default fund that appears on the Fund Summary page is the one that shows up when a donor makes a Grant Recommendation. We have donors that have multiple funds with us. We would like the acknowledgment name and address that defaults when a donor makes a Grant Recommendation to be the one linked to the Source Fund that is selected on the first page of the Grant Recommendation and not necessarily the one that is selected from the Fund Summary page.
2 votes -
Allow more than one requestor type the ability to drill down on the fund summary page
Currently only one FCG requestor type can drill down in FCCP's Fund Summary page, regardless of the FCCP role. Please allow us to turn on the ability to drill down for other requestor types.
1 vote -
Can we use CCF favicon in the browser tab?
Can we use CCF favicon in the browser tab? I believe the old version allowed us to have ours instead of the NPact one.
2 votes -
Behavior change to SWP login - SWP refresh causes logout
Currently if a user is logged in to SWP and clicks refresh on the browser or F5 they are redirected to the login page. The user has to check the box “keep me signed in” at login when they login and if they do that then upon clicking refresh on any screen the user stays on that screen. Also, if they check that box and close the browser and reopen to SWP they stay signed in.
Requested Behavior:
The user should be able to refresh the page or click F5 without having the need to check the box “keep me…
2 votes -
Add feature to allow multiple grant ["History"] charts in Spectrum Portal
Currently in the Spectrum Portal, the grant ["History"] chart is only able to be filtered by one characteristic. It would be nice to have multiple grant ["History"] charts for each characteristic that can be clicked through like a carousel.
Steps to dup:
1. Log into Spectrum as CFNC Spectrum Admin
2. Fundholder > Grant ["History"]
3. Chart is only able to be filtered on one characteristic2 votes -
SWP Contribution ["History"] page extremely slow to load
When reviewing the Contribution ["History"] page in the Spectrum Web Portal, that page is loading incredibly slowly (takes multiple minutes to populate). I'm just getting the spinning "loading" icon in the meantime. It's making it difficult to perform my review of these accounts. Is there any way to get this page to respond faster?
**Known issue for Funds Admin role. The problem is generating the fund list - not necessarily the grid data for a particular fund.
User is requesting better handling of the gift ["History"] page for Fund Admin role.
2 votes -
Allow to hide other instructions and show only instructions for committee which review is assigned
When a reviewer logs in to score scholarship applicants, on the Review tab, the scorer sees the instructions for all the scholarship committees and not just the scholarship committee they are assigned. Is there a way/setting that will allow me to hide the other instructions and only show the instructions for the committee which the reviewer has been assigned?
2 votes -
When an address is Required for SWP registration the Zip field in not required as it should be.
When we set the address for a new registrant in SWP to be Required - we want all address fields to be required. Currently the zip is not marked as required, and can be skipped. This field need to be marked required when the the address is is configured to be required.
2 votes -
Applicant Portal - show all grant award types
Nonprofits being about to see award ["History"] for competitive grants and DAF grants that they receive. Is this something we could add to the product roadmap?
From the organization/applicant perspective: can a nonprofit login into their Spectrum account and see all of their grants ["History"] (competitive and noncompetitive (DAF))? There is an interest in having all grant types for an organization visible in Spectrum. Is there a way to pull DAF grant details, or other grant types that were not competitive, into Spectrum?
0 votes -
Spectrum Reviewer Portal - add an integrated Media Player
Some of our applications require applicants to upload media samples of their work—this can be images, written samples, audio, or video recordings. Unfortunately, Spectrum does not have a media player for audio/video samples. I have a workaround for this now, but it would be awesome if that functionality could be added in the future.
1 vote -
Donor Forum
A way for fundholders to chat with other fundholders at the foundation. They can talk about where they gave to recently and why a cause was important to them. It’s like a networking forum.
1 vote -
SWP Donor Portal - Fundholder relationship management
New Fund Requests have fields for adding advisors. Existing fundholders need a way to request that fund relationships be added or removed.
1 vote -
Gift ["History"] Tile in Spectrum NXT is not able to be filtered by gift type
The gift ["History"] Tile in Spectrum NXT is not able to be filtered by gift type. There is a setting to change the gift types a donor can filter on, but it does not remove the gift types from the actual git ["History"] grid. Jacquie is trying to remove pledges and recurring gifts from the gift ["History"] tile for her donors so donations amounts are not double counted.
1) Site Admin > Page Settings
2) Role = Fundholder, Page = Gift ["History"]
3) Gift Type filter options > Edit
4) Delete Pledge and Recurring gift types
5) Pledge and Recurring…1 vote -
Org Admin - Alert for final Report on Home Page
For Org Admin, in the Alerts Alerts Tile on Home page, we want to be able to view all final reports from the organization that are due from the Home Page.
1 vote -
Vendor Portal, Payment Request, Make Fund an optional field
Vendors may not know the fund from which a foundation is going to pay the expense, so we need a configuration setting to make this field optional.
1 vote
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