90 results found
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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.
10 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.
9 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"
7 votes -
Default
Make it possible to default a fund when someone has multiple funds when making grants.
3 votes -
Add grant details to submit page
When our donor advised fund holders make a grant recommendation, they would like to see a recap of the grant recommendation on the final page before hitting the submit button. The final page lists the details for "Acknowledgment" and has a subtitle for "Review and Submit" but doesn't actually contain any grant information to be reviewed before submitting.
7 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 -
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…
10 votes -
Service Status Portal
For all NPact products, create a status portal such as https://status.blackbaud.com, https://status.office365.com, etc. It doesn't need to be fancy, just a place to let your customers know if there is a known issue, and the status of that known issue.
4 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
5 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…
3 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.).
3 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.
32 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…
3 votes -
Remove default selection of mobile authenticator app when configuring MFA
When a user is prompted to configure their MFA settings, the mobile authenticator app method is automatically selected by default. Please remove the automatic check mark selecting this method so that the user must actively choose one of the authentication methods.
4 votes -
Allow for gift attachments to be turned off.
Allow for gift attachments to be turned off. Currently all attachments to a gift record in RE flow over to Foundation Cloud Community Portal's gift record. At a Community Foundation, for example, this results in the fund holder seeing attachments, which could include donor communication (acknowledgement letters) and copies of the check/gift details, which are confidential. Alternatively, only include gift attachments with certain tags in Foundation Cloud Community Portal.
3 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 -
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.)
8 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 -
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…
8 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…
6 votes
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