79 results found
-
See all recurring grant requests in FCCP
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 -
Service Status Portal
For all NPact products, create a status portal such as https://status.blackbaud.com, https://status.office365.com, etc. It doesn't need to be fancy, just a place to let your customers know if there is a known issue, and the status of that known issue.
3 votes -
Default
Make it possible to default a fund when someone has multiple funds when making grants.
2 votes -
Allow for gift attachments to be turned off.
Allow for gift attachments to be turned off. Currently all attachments to a gift record in RE flow over to Foundation Cloud Community Portal's gift record. At a Community Foundation, for example, this results in the fund holder seeing attachments, which could include donor communication (acknowledgement letters) and copies of the check/gift details, which are confidential. Alternatively, only include gift attachments with certain tags in Foundation Cloud Community Portal.
3 votes -
Feedback portal confirmations to include idea text
When you send an email confirming a post made here, please include the suggestion. The current emails merely clog our inboxes, instead of providing a record of what we suggested. And: do we get notified if someone comments on our post? This should likewise include the text.
3 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)
3 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 -
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.
3 votes -
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 -
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 -
Fund balance/fund recommendation balance
Could the Foundation Cloud Grants have a spot for us to input what is actually available in the fund for the donor advisor to spend in their fund to recommend a grant in the portal? When they log into the portal, they can see the balance and often times get confused that they can recommend ALL of the fund balance, when we need to save some money to cover fees. It would just be something that would be front facing for the donor advisor to see and the site admin would have to input after the allocation is available for…
2 votes -
Post transfers from fund to fund
It would be very nice to see a function on the portal that would show recorded interfund transfers (more than just one single line in the fund statement). Many fund advisors rely on these transfers as a source of their income to the fund. It would be nice to see it highlighted within the system in a better managed way with more information (like where the transfer came from, the date, the amount, etc.).
2 votes -
Link Acknowledgement Name and Address Default to Source Fund Selected from Grant Recommendation Page
Currently, the acknowledgement name and address for the default fund that appears on the Fund Summary page is the one that shows up when a donor makes a Grant Recommendation. We have donors that have multiple funds with us. We would like the acknowledgment name and address that defaults when a donor makes a Grant Recommendation to be the one linked to the Source Fund that is selected on the first page of the Grant Recommendation and not necessarily the one that is selected from the Fund Summary page.
2 votes -
Allow more than one requestor type the ability to drill down on the fund summary page
Currently only one FCG requestor type can drill down in FCCP's Fund Summary page, regardless of the FCCP role. Please allow us to turn on the ability to drill down for other requestor types.
1 vote -
Can we use CCF favicon in the browser tab?
Can we use CCF favicon in the browser tab? I believe the old version allowed us to have ours instead of the NPact one.
2 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 -
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 -
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
- Don't see your idea?