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  1. 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.

    25 votes

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    In Review  ·  4 comments  ·  Admin →
  2. 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.

    8 votes

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  3. Similar to the Grant request/recommendation feature where you can submit a recurring grant to an outside agency, we would like to request the ability to include a recurring option for interfund transfers to another charitable fund housed at our Foundation.

    8 votes

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    Backlog  ·  0 comments  ·  Fundholder/Donor  ·  Admin →
  4. 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…

    7 votes

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  5. 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.)

    7 votes

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  6. 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…

    7 votes

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    1 comment  ·  Admin →
  7. 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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  8. When making a grant request, donors are required to upload Committee Minutes to prove approval of grant. Currently, there is no function to allow for an attachment in the grant request form. The Vendor portal has an upload link to provide an I-9, we would like a similar link available to turn on for a grant request.

    6 votes

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    Backlog  ·  1 comment  ·  Admin →
  9. 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.

    5 votes

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  10. 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"

    5 votes

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  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…

    5 votes

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  12. We would like the option to disable or hide the item ellipsis on the Submitted Recommendations grid.

    4 votes

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  13. 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.

    4 votes

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  14. Please have a save and copy button on an existing grant like is in the database view. thanks

    4 votes

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  15. 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

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    1 comment  ·  Site Admin  ·  Admin →
  16. A great feature would be to delete users on both FCG and FCP.

    3 votes

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    1 comment  ·  User Admin  ·  Admin →
  17. Users complain that after selecting a grant recipient from the search results, the grayed-out fields containing the recipient information are difficult or impossible to read. I've got settings on both my own computers optimized for webpage viewing, and still find this info hard to read. There is not enough contrast between the gray text and gray field background.

    3 votes

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  18. Ability to gather usage statistics including: number of grants requested, most visited page, document views, page views, etc.

    3 votes

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    0 comments  ·  Site Admin  ·  Admin →
  19. The recipient search dialog box contains, in this order:
    1) instructions to enter search term
    2) link to click if one cannot find the desired search term
    3) the search field.
    Item #2 logically should come after #3.

    3 votes

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    In Review  ·  1 comment  ·  Admin →
  20. We are thrilled to have the new regrant feature!

    Please update the term to something like "Repeat Past Grant(s)." In the nonprofit world, regrant has a specific meaning - it means when an organization receives money and then grants it back out (like flow-through dollars one org might receive from another).

    3 votes

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