220 results found
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Approved Constituent or Linked at Online Request level
It would be very helpful to see at the Online Request level, which requests are not linked to a constituent record AND which are linked but require due diligence. This was available in GE Classic with specific columns, but FCG doesn't offer all those same column selections.
6 votes -
Grant History Filters needed
GE Classic had capability to filter the grant history by any of the column titles and further filter [starts with, contains, etc.] - this functionality is completely missing in FCG and as a user, would be very beneficial. Only option is to export, download and manipulate as Excel spreadsheet. At minimum, some criteria before exporting ALL grant history for a long time fund with high volume granting. Also, does not allow option to select columns, and is missing grant type (DA vs. Transfer, etc.)
7 votes -
FCG User Experience
In general, FCG seems to have a lot of white space (wasted). The tiles are good sizes but the text within is so tiny, even increasing my screen resolution doesn't help because I run into the problem where fields run off the box. Options could include either enlarging the text within the same size box or condense the wasted white space.
6 votes -
Page Forward - lacks user efficiency
All areas where there are page forwards, >, next page need improvement to display more than 8-10 results, so the user doesn't have to click next page a ton of times. Either a drop down that allows the user to display (example, 25, 50 or 100 results), or instead of next page, have end page. This would be helpful for those tiles that do not have the ability to sort by most current first, and finding the newest grants require to page to end.
13 votes -
Online Request - Automatically open grant
Not sure why this is not part of FCG, when we processed online requests in GE Classic, the grant automatically opened after 'create grant' step. This was a huge time saver, not having to click it and wait 'again' for the population of all the pieces before you can edit areas. We do not edit the 'request' because that holds the integrity of the donor's request. Any change of address, correction in the designation, etc. is done in the grant itself.
5 votes -
Enhanced User Experience - Correspondence/always scrolling up or down
Why does the "Attachments" box have to take up so much space when previewing a correspondence email? Spend a lot of wasted time scrolling down to preview the entire email where we have mail merge fields. Would enhance the user experience if there was far less scrolling up and down all over every function.
5 votes -
Add correspondence (HTML) bcc default email/Outlook
We would like it if Correspondence had a default/configured (internal) bcc for grant/check run emails sent. This would allow us to have access to the emails in Outlook (for team members who do not have FCG permission or use FCG regularly but need to confirm payment details sent to a payee). In addition, we get asked to re-send an email and view in Documents does not have ability to forward; and copy and pasting loses the integrity of the time sent. Outlook has the ability to search/filter quicker than an FCG search by fund, by org by grant.
5 votes -
Risk: Amount field auto-fills
When direct entering a new grant and entering the amount, this previously typed drop-down is a huge risk if the user hovers over and mistakenly click - it will complete the amount as any of those show instead of forcing the user to type it the exact amount. When I noticed and went back to wipe the field clean and started typing, it actually kept the first digit and thereby increasing the amount by $10k. This might just be me, but I don't feel a memory for the amount field is helpful or safe and would like to see the…
5 votes -
Filter Designated Grant Recipients
Inside a designated grant with multiple 'recipients', need ability to re-sort alpha order by recipient or payee name instead of the order they were entered. Not user friendly when designated grant record has more than 8, worse when it has 80+ recipients
5 votes -
Payment level correspondence
Currently, correspondence can only be generated at a grant level. During check run processing, we may want to generate correspondence for a specific payment, but the template only pulls information for the first payment on a grant. Therefore, the correspondence will show the incorrect payment information.
Example - My Grant has two payments. The second payment is put onto a check run and paid, and then we want to send an email to the recipient with the payment information. The first payment information would be sent in the email instead of the second payment information.
3 votes -
Download batch correspondence in Word
After the 2.9.3 release, Word documents are available for generation in batch. However, clicking 'Download' or 'Preview' still results in a PDF file. You can download each generated letter one-by-one which will result in a Word version of the letter but that defeats the purpose of Batch. We'd like to request the ability to download/Preview all batch generated correspondence in Word instead of PDF.
10 votes -
Restore Grant History Unlimited Years
A recent update limited the Grant History to a limit of 25 years in Business Rules. Remove this limit. Why not treat it like other parts of FC, where only the first X years are displayed, and the user has to press a button to view all. We shouldn't have to create a query to export to Excel to view the data. We paid for a system that displayed all Grant History, not just the most recent 25 years.
4 votes -
FCG to FE-Allow Grants to be marked as Pending instead of Approved for payment
Allow the option for grants to flow from FCG to FE in Pending status instead of approved status so that finance can make the last approval before payment is sent.
5 votes -
Clear Search Filter
"Clear" option would be incredibly time saving rather than having to use mouse to highlight and delete the search box or quick find. This was a time gobbler for me in GE Classic as well.
7 votes -
Correspondence Templates (editing)
Sent email does not produce the same line spacing as set in the HTML template. I double checked the spacing was 1.0 but it still spaces the address 1.5 which looks goofy. Needs functionality to force it to remain single space.
3 votes -
PLEASE ADD IN THE GRANT SEARCH FILTERS THE WORD "CONTAINS" THIS WOULD BE SO HELPFUL!
Please add the word "contains" in the filter search for searching for a grant. Thank you
8 votes -
Designated Grant History "Order"
The designated grant "Parent" record lists the grant history in order of oldest first. We have been using this function in GE Classic for a very long time and some of our parent records have hundreds of grants. The arrow up/down to resort by date DOES NOT WORK. Since it only displays 8 grants per screen, the forward and backward arrows are not efficient for a user. The page forward > only moves 1 page at a time after the 5th page, you've also missed an opportunity with not having a return to 1st< or go to end> option. This…
5 votes -
Add links to open RE/FE NXT (CRM/Financial) at the top toolbar
Add links to open RE/FE NXT (CRM/Financial) at the top toolbar, right next to the connect/disconnect items
8 votes -
Export grant feature missing designation
Grant History export missing critical field = the designation.
6 votes -
More than 1 address line needed
Currently the Recipient address field only supports one address line. If you have a recipient that requires two address lines, these lines run together as one. This makes the address look off when letters are generated.
RE, while it only has 1 address box, that box is large enough and editable, so you can format the address to have 2 lines and to display correctly. We request that NPact add a 2nd address line or format it address field to behave similarly to RE.
3 votes
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