90 results found
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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 -
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 -
SWP changes not accessible in UI
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 -
Spectrum Reviewer Portal - Rewording (or customizability) of the Review Tab
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 -
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 -
Update to Grant Recipient Search Option Label
Core feature is we need to be able to customize the text in SWP for CRM search
0 votes -
Ability to see comments in Grant ["History"] to appear in Spectrum.
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 -
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 - manage recurring grant requests
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 -
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 -
Limit relationship-based access to funds in SWP
A foundation may have multiple Fund Relationship Types for tracking advisors/requestors in GE, but some of these users shouldn’t get any fund access in SWP.
0 votes -
SWP/GE Fund Investments - add Discrete Amounts
ESS allows funds to be configured with investment strategies containing a mix of discrete amounts and percentages. For example, a fund can be configured to have $20,000 in Pool A , then the remainder goes 60% to Pool B and 40% to Pool C.
But Spectrum and GE don’t handle amounts like this – just percentages. In the above example, a fundholder would see an investment strategy of 60% Pool B and 40% in Pool C, but they can’t see the 20K in Pool A.
- The EMStrategyDetails table needs additional fields for DetailAmount and PendingAmount
- Spectrum needs to show all…
0 votes -
Spectrum News Feed - ability to email news announcements to portal users
Under Site Admin, News Feeds, users can create new “News Item” posts for any role. Users have requested the ability to send an email to all active SWP users for the selected role, and the email would contain the News Item content.
Users would be prompted something like, “This News Item will be emailed to 426 Fund Holders. Are you sure you wish to proceed?” (Yes/No, default NO)
4 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 -
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 -
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 -
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 -
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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