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101 results found

  1. 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

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  2. 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

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  3. 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.

    34 votes

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    In Review  ·  5 comments  ·  Admin →
  4. 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…

    5 votes

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    1 comment  ·  Site Admin  ·  Admin →
  5. 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.

    5 votes

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    1 comment  ·  Site Admin  ·  Admin →
  6. 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

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  7. 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

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    0 comments  ·  Other  ·  Admin →
  8. 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

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  9. 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

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  10. 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

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    1 comment  ·  Admin →
  11. 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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  12. 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

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  13. 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

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    1 comment  ·  Admin →
  14. Grant ["History"] page > click ellipsis. They want to remove “Open Recipient” as an option. Also, relabel “Create Recommendation” to “Repeat Grant”. And Relabel "Next Tab" and "Previous Tab" buttons to "Next" and "Back" on the grant/transfer recommendation form.

    0 votes

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    0 comments  ·  Admin →
  15. I love how I can customize our portal. This is just an aesthetic preference, but it would be cool if I could customize how the Questions for Review appear. (Again, this is just an aesthetic preference as the functionality of this area works well.)

    • It would be nice if I could change the header “Questions For Review” to say “Criteria” or something like that.
    • If I could also change “Question” to “Criteria.”
    0 votes

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    0 comments  ·  Admin →
  16. 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

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  17. Core feature is we need to be able to customize the text in SWP for CRM search

    0 votes

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    0 comments  ·  Admin →
  18. Can you add Comment to the fields available in Grant ["History"] in Spectrum?

    When a check is voided in FE for a grant and reissue; a check to the same Grantee, they prefer not to void the grant. But rather issue a Comment in the grant noting the reissue. However, on the Spectrum Portal, I don’t see a field in the Grant ["History"] for Comments.

    NOTE: Payment preference is unknown at this time.

    0 votes

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    0 comments  ·  Admin →
  19. 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

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  20. 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.

    6 votes

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