90 results found
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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 -
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 -
Example Suggestion
Idea details and description.
1 vote -
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 -
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 -
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
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