101 results found
-
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 -
Vendor Portal, Payment Request data entry, dropdown list option for "Purpose" field
Currently the Purpose field is a long textbox, and foundations want to provide vendors with a predefined list of Purposes to choose from.
1 vote -
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 -
Ability to edit lock out messages
Would like to be able to edit Lock Out Message that appears after failed attempt to log into Spectrum.
5 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 -
SWP functionality
We are launching an annual campaign fund for community impact and wondered if SWP has the capability to do the following:
-Similar to the Grant request/recommendation feature where you could submit a recurring grant to an outside agency, is there a way for us to include a recurring option for interfund transfers to another charitable fund housed at our Foundation?
-Is there a way for DAF advisors to indicate that they'd like X% of their spendable balance/fund balance to be transfered to an internal fund as described above?1 vote -
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 -
Add the ability to configure custom fields in the UI for email templates in SWPNXT
Currently email templates utilize the ability to show 3 custom fields in the template. The only way to set the custom field to a "custom" value is via a DB view VSPEmail_XXX.
1 vote -
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
- Don't see your idea?