36 results found
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Move "View all Documents" link to top of tile
In the documents tile of the portal the link to "View all Documents" sits at the bottom of the tile under all the uploaded document list. We would like to see this link at the top of the tile to make it easy to access for donors.
Note: the "View all" link for Grant History and Gift History tiles both reside at the top of tile and not the bottom. It would be consistent to have the documents tile present the same way.
7 votes -
Light Box Alerts
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 -
Trigger Recipient Search by Typing / Enter
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 -
Replicate Grant
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 -
Proceeds Amount for Stock Contributions
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 -
Ability for clients to delete a saved grant recommendation
When reviewing saved grant recommendations, next to each saved recommendation there is an ellipsis that houses 3 options (open, open recipient, and duplicate). There should be a fourth option to delete a saved grant recommendation.
Currently users have to contact us as the administrators to delete these, but they should have access to do so themselves. Please add this functionality.
10 votes -
Functionality that will allow FCCP credit card donations to automatically create an RE NXT batch when submitted.
It would be great if Npact & BB could work on functionality where FCCP credit card contributions automatically create an RE NXT Batch (much like RE NXT online donations do). Right now we have to have a manual process to make sure we don't miss these.
2 votes -
fund list
For users that are advisors to multiple funds, allow configuration of their fund dropdown: 1) set a default fund to appear first in their list of funds, and/or 2) configuration options to set the order of funds as they appear in the dropdown list.
8 votes -
Prompt to immediately update temporary password
we would love to see a prompt to immediately change a temporary password to a permanent one. It doesnt appear to have an expiration date for the randomly generated passwords.
1 vote -
Improve basic user functionality for Giving Opportunity tool
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 -
Configure/enforce a payment number max on grant request
Currently we can suggest or enforce a minimum grant amount in FCCP with configuration settings in Site Admin. We would also like the ability to enforce a max number of payments when the setting to allow for multi-payment is on. This will help us guide our donors to a reasonable amount of payments per request.
3 votes -
Viewing data on recurring grants in portal
• In the portal:
o Allow donors to see each date paid of their recurring grant
o Allow donors to extend or cancel their recurring grant6 votes -
Add preferred email filter to FCCP Contact Us Tile configuration options
Add preferred email filter to FCCP Contact Us Tile configuration options. We had our CEO's personal email appearing on the portal because this tile cannot filter to preferred and had to remove that email from our CRM so that it did not appear online.
1 vote -
Alison@mtcf.org
FCCP automatically notify a Web User if a Grant moves to Processed via email.
4 votes -
Grant Recipient Search Instructions
Bring back the ability to add instructions on the Grant Recipient Search screen. This page customization was made obsolete with Version 2.8.1.0 (Released: 3/24/2024). We used this content to remind donors grants can only be made to qualified donees and to refer to our Grants Policy.
6 votes -
Disable registration page when not active
When we have the link to register inactive, the registration page can still be accessed via direct web address or old link. We would like see this disabled if not active. We have had a few folks attempt to register with links that are far outdated.
thank you
2 votes -
Allow for clients to configure Grant Recommendations grid to include non-FCCP submitted grants as well.
We highly recommend the ability for a client to enable the FCCP Grant Recommendations grid to include grants submitted outside of FCCP as well. We already have users that are looking here for grants that may have been submitted by fax or email and input into FCG, or historical grants, and are very confused. We are trying to redirect them to Grant History, but those layers are confusing for many fundholders. A more comprehensive grant status tracking tool with configuration options to allow for non-FCCP requests as well would be ideal.
1 vote -
Surviving Grant Recommendations
For donor-advised fund sponsors, it is very important to track grant recommendations that will be processed only in the event of the fund requestor's death. We refer to these as surviving grant recommendations. Please consider adding a module, very similar to the designated module, that would allow a donor to see current, enter new, and/or edit/modify existing, surviving grant recommendations. It would be necessary for the module to allow the entry of percentages and/or amounts for each surviving recommendation. It would also be helpful if the module allowed for surviving recommendations to be converted into active grants.
3 votes -
Allow an organization to opt a user out of MFA
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.
14 votes -
Gift History number of gifts per page
On the gift history page, remove the availability to edit the number of gifts per page. Or have system admins be able to toggle that off.
We want this page so fund holders can see the name and date of gift, but by allowing fund holders to change to 1 gift per page, they can see the page total on the gift history and know the gift amount.1 vote
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