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89 results found

  1. When we are setting up grant opportunities, it seems like we can only list an existing fund as the recipient. We would like to be able to set the recipient up as a grantee as well so that online grants come through as grant requests and not interfund transfers.

    Feature Request: Would like the option to set up grant opportunities to be grant requests to a recipient instead of interfund transfers as it is now.

    3 votes

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    In Review  ·  0 comments  ·  Admin →
  2. 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

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    In Review  ·  0 comments  ·  Admin →
  3. 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

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  4. 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

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  5. 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

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  6. 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

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    0 comments  ·  Fundholder/Donor  ·  Admin →
  7. 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

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  8. 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

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    0 comments  ·  Other  ·  Admin →
  9. 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 characteristic

    2 votes

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  10. 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

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  11. 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

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  12. 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

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  13. 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

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    1 comment  ·  Admin →
  14. Some of our applications require applicants to upload media samples of their work—this can be images, written samples, audio, or video recordings. Unfortunately, Spectrum does not have a media player for audio/video samples. I have a workaround for this now, but it would be awesome if that functionality could be added in the future.

    1 vote

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  15. A way for fundholders to chat with other fundholders at the foundation. They can talk about where they gave to recently and why a cause was important to them. It’s like a networking forum.

    1 vote

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  16. New Fund Requests have fields for adding advisors. Existing fundholders need a way to request that fund relationships be added or removed.

    1 vote

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  17. The gift ["History"] Tile in Spectrum NXT is not able to be filtered by gift type. There is a setting to change the gift types a donor can filter on, but it does not remove the gift types from the actual git ["History"] grid. Jacquie is trying to remove pledges and recurring gifts from the gift ["History"] tile for her donors so donations amounts are not double counted.

    1) Site Admin > Page Settings
    2) Role = Fundholder, Page = Gift ["History"]
    3) Gift Type filter options > Edit
    4) Delete Pledge and Recurring gift types
    5) Pledge and Recurring…

    1 vote

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  18. For Org Admin, in the Alerts Alerts Tile on Home page, we want to be able to view all final reports from the organization that are due from the Home Page.

    1 vote

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  19. Vendors may not know the fund from which a foundation is going to pay the expense, so we need a configuration setting to make this field optional.

    1 vote

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  20. Currently the Purpose field is a long textbox, and foundations want to provide vendors with a predefined list of Purposes to choose from.

    1 vote

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