101 results found
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fund list
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.
8 votes -
Change SCORE QUESTION button to SCORE
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?
5 votes -
Gift History number of gifts per page
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 -
Ability for clients to delete a saved grant recommendation
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.
10 votes -
Viewing data on recurring grants in portal
• In the portal:
o Allow donors to see each date paid of their recurring grant
o Allow donors to extend or cancel their recurring grant6 votes -
System Down Pop-Up
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.
7 votes -
Surviving Grant Recommendations
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 -
Grant Recipient Search Instructions
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.
6 votes -
Add option to filter by date under My Saved Applications
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 -
Test Web Apps Where Submission has a Status of Committed
Currently, we are unable to test a web app in FCCP that has been configured with a submit status of Committed. When an applicant submits an application that has a submit status of Committed rather than Submitted, the applicant can continue to make changes to their application up until the end date of a cyclical application. Once the cycle has closed, their application is no longer editable, but is still considered submitted. Using this option removes any extra work on the backend from the admin who would normally have to reopen the application for it to be editable by the…
1 vote -
Contact - Base the contact that shows for portal user on home page based on their assigned relationship manager/solicitor in RE, not by fund
Currently, in FCCP, there can be different contacts showing on the home page, but it is based on fund. We need it based on constituent (which of our staff is assigned as their relationship manager/solicitor in RE).
1 vote -
Delete Users
A great feature would be to delete users on both FCG and FCP.
8 votes -
Can Appeals be shown in the Gift History Tab?
Can a column be added to show appeals in the gift history? We track through appeals and so do our clients.
2 votes -
Grant Recipient Search
The Recipient search "Past Grants" wording is way too small and too light for our elderly donors to see. It should be highlighted in Blue like the other hyperlinks. And move "Cannot Find a recipient? Add a new one" hyperlink option directly beneath "Past Grants". It doesn't make sense a Donor must scroll all the way down past grants to click "Cannot Find a recipient? Add a new one". It is very frustrating for our Donors making grant requests.
2 votes -
Sync secondary phone number to CRM
In Foundation Cloud Community Portal (FFCP) a client can enter a primary phone number and a secondary phone number. You can see that information in the Web Processing Queue of Foundation Cloud Grants (FCG) when a new client registers for the portal or when an existing client updates their information. When the client's information is updated/synced to the CRM, only the primary phone number is syncing over. The secondary phone number is not added. It is lost, and there is no indication to our staff users that this information was not added to the constituent record.
Please correct the sync…
1 vote -
Email and Phone in Gift History
In FCCP, on the Gift History page, please add the ability to show columns for email address and phone number from RE for each gift. This would allow fund holders to contact via email or phone, not just mail, to thank donors to their fund.
1 vote -
Please have a way for grant applicants to register as their own organization and not their fiscal sponsor (if they have a fiscal sponser).
Please have a way for fiscally sponsored grant applicants to register for an account under their own organization and not their fiscal sponsor.
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.
4 votes -
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.
3 votes
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