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Foundation Cloud Community Portal

Foundation Cloud Community Portal

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101 results found

  1. Foundation Cloud Community Portal could benefit from having "light box" functionality - a pop up alert that displays when fundholders log in. This allows us to share important information such as upcoming maintenance, year-end deadlines, etc. and ensure they are noticed. Editing the text on the page is unlikely to be read, and the tile isn't working for our team (also likely to be ignored).

    5 votes

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  2. Contributions made through FCCP automatically flow into our Raiser's Edge NXT environment. We've had several issues pop up with gift crediting, and we are unable to adjust the gifts once posted. We would like to have the ability to for our gift processing team to review & approve.

    5 votes

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  3. Please consider surfacing a "Donor Name" field on the contribution page within the portal. The contributions are automatically attributed to the advisor who is logged into the portal. For organizational clients, staff members (the fund advisor) are often making a contribution on behalf of their organization, but the gift is credited to the individual. We don't have any ability to adjust these gifts in Raiser's Edge once posted. A "Donor Name" Field would put the onus on the donor to align the donor name with the account holder for the contribution.

    5 votes

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    0 comments  ·  Site Admin  ·  Admin →
  4. Improve the basic user functionality for the Giving opportunity tool - allow users to sort, filter and/or search on this page. Ideally, add more columns of data so that clients with a higher volume of proposals they wish to display can expect donors to be able to navigate the page fairly easily to find what they are looking for.

    5 votes

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  5. Under Questions for Review, we don't ask a specific question that requires an answer so this Q/A language is a bit confusing for reviewers. Then, when they are ready to score, they must select the SCORE QUESTION button. There seems to be no value added to include "question" on this button; could it be changed to SCORE to also meet the needs of grantors not asking a specific question?

    5 votes

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  6. A mobile app is desperately needed for Foundation Cloud Community Portal, our donors are experiencing difficulty with entering data when logged in on a mobile device.

    5 votes

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

    5 votes

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  8. 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 →
  9. 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 →
  10. Would like to be able to edit Lock Out Message that appears after failed attempt to log into Spectrum.

    5 votes

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    1 comment  ·  Admin →
  11. Many websites have the option for a user to "check" their password after they've entered it to make sure they didn't make a typo. I have found our clients especially need this when they are creating their permanent password and have to type their new password twice. Having a display option that a user could click or turn on would reduce new user frustration.

    4 votes

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    1 comment  ·  Admin →
  12. We are finding that many of our clients are struggling to use the recipient search. I think they are used to interfaces that respond once text is inputted or with use of the "enter" key. They are typing a recipient name and then seeing the 'No Matching Results' and not clicking search. Perhaps 'No Matching Results' could be removed and only display if the search button is clicked and no results are found? Better yet, perhaps it could be responsive to what the client is typing?

    4 votes

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  13. The UX for replicating a grant is not intuitive to our clients. Many want to support the same organization but review/edit the details & make updates before submitting. There are workarounds, but they are not intuitive.

    4 votes

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  14. We would like to be able to sync in the proceeds amount for stock contributions. This would be especially helpful for our nonprofit clients who rely on the portal to see contribution detail into their funds.

    4 votes

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  15. We are currently seeing aliases listed as “aka [name]” in the Grant Search screen in the portal. We'd like a setting to prevent those aliases from showing. They take up space and can be a bit confusing for our users.

    4 votes

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    2 comments  ·  Site Admin  ·  Admin →
  16. Add reminder after 30 days to fund advisor's next log in to pop up alert that they have # requests in unsubmitted requests.

    4 votes

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  17. We would like the ability to limit the characters used in the "grant purpose" and "special instructions to the nonprofit" fields for grant recommendations. This would align with what is printed on the check memo field.

    4 votes

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    1 comment  ·  Site Admin  ·  Admin →
  18. FCCP automatically notify a Web User if a Grant moves to Processed via email.

    4 votes

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  19. On the Verify an Account (MFA setup) link to the Microsoft and Twillio apps (both apple and google) rather than require the user to search the store on their own. This may help users not fall into scams of paying for apps. For example, searching apple for "MS Authenticator App" results in the top listing for a paid app.

    Or add to this page that both options are free, if a user has a paid app they have the wrong app.

    4 votes

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    1 comment  ·  Admin →
  20. Please add a box for remembering a username and password for signing in Npact support ticket website

    4 votes

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    0 comments  ·  Other  ·  Admin →
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