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  1. Incorporate the ability to schedule an automated email to notify a grantee of an upcoming report due (or past report due) at the time the award is made. Ex: While awarding a grant, the grants admin can send the award notification, assign the report(s), and schedule automated emails for report reminders.

    16 votes

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    2 comments  ·  Grants  ·  Admin →
  2. For building application forms, it would be great to have a multichoice question option in which the user can select multiple answers without having to hold the control key (can look like radio buttons). Even better if the selections can inform logic responses (i.e., new questions become available depending on the earlier response) within the form.

    12 votes

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    1 comment  ·  Online Apps  ·  Admin →
  3. We would like to have the Grant details section to have two boxes for Anonymous grants, A box to specify if the fund id anonymous and a box for if the donor is anonymous.
    Currently the grant details section only has a box to specify it is anonymous, but it doesn’t break it down. The Grant Recommendation page currently has this option.
    It would be more efficient to have both boxes also present on the Grant details page.

    5 votes

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    0 comments  ·  Grants  ·  Admin →
  4. We would like the ability to move created queries to different subfolders within FCG so that we can manage them more effectively. Currently, this functionality is only available in GE Classic as a drag and drop but cannot be done similarly in FCG.

    4 votes

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    In Review  ·  0 comments  ·  Other  ·  Admin →
  5. Board Members can be added to Dockets to provide approvals. However, they could decline their approval. FCG considers any submission an "approval", so even "denied" approvals make it look like the docket has been approved. Please enhance Dockets to take into consideration the approval status.

    2 votes

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    0 comments  ·  Batch  ·  Admin →
  6. The "metrics" shown in the header on the various landing pages (Grants, Constituents, Funds, etc) should be re-evaluated to determine their use. Some are not really helpful, do not apply to everyone's dataset, or are buggy.

    Example of a bug: The "Active Funds" metric on the Funds landing page doesn't appear to be correct. There are way more active funds than the number that is shown.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  7. The Proposal batch and Check run batch landing pages have sticky filters and pages. However, once inside a batch, the grids there do NOT have sticky pages and filters. I'd like to request the grids inside the Proposal and check run batches utilize the sticky filter and sticky pages so clicking in and out of grants goes smoother.

    15 votes

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    2 comments  ·  Batch  ·  Admin →
  8. The current HTML-based correspondence editor is missing many key features we need to generate documents that align with our print standards. We need to be able to add headers\footers, justify text blocks, and generally need the basic features of a rich text editor that aren't available in the current editor. If the current editor would even allow us to apply a custom stylesheet with media settings, that would be a step, but the current editor does not meet our needs.

    26 votes

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    In Development  ·  0 comments  ·  Grants  ·  Admin →
  9. When reviewing a check batch for processing, it's important to verify that the account codes are correct. It would be very helpful and save so much time if the SourceCRAccountCode and SourceDRAccountCode would populate in the dashboard columns for check runs for standard grants. This way the codes could be checked without having to open each individual grant.

    2 votes

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    In Review  ·  1 comment  ·  Batch  ·  Admin →
  10. Recurring grants to automatically pull into the Grant Batch each month when they are scheduled to be paid. This would still allow the user to vet the organization before it is set to invoicing.

    2 votes

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    In Review  ·  0 comments  ·  Batch  ·  Admin →
  11. When searching for a constituent, they don't appear in the search results if they have a middle initial and I didn't know it. The search should be vastly improved so it finds people based on last name and/or first name - not including the middle initial.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  12. We'd like the option to add specific application fields to the Submitted Proposal Apps grid. We currently have "Category" as a field in our application and we'd like to be able to view this information in the grid and be able to filter all the applications by it.

    2 votes

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    In Review  ·  0 comments  ·  Online Apps  ·  Admin →
  13. We would like to access our FC data directly in Microsoft PowerBI using a connector, like Blackbaud has. https://github.com/blackbaud/powerbi-connector

    This would permit us to bring our RE, FE, and FC data into one reporting tool, since RE and FE data can already be accessed.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  14. Currently, whichever fund requestor was added to the fund FIRST (chronologically) defaults into the grant. This is not acceptable because fund requestors change, and there can be multiple. We need a way to control which fund requestor is going to default into a grant.

    3 votes

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    In Review  ·  0 comments  ·  Grants  ·  Admin →
  15. in database view you can go to all web users and be able to view on that screen what funds they are appoved to either view or be a fund advisor. in NXT there is no choice to show the fund on that page. can you please add "fund" so we can see this without having to open the fund itself each time. thanks

    2 votes

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    Backlog  ·  0 comments  ·  Other  ·  Admin →
  16. We announce our grant awards to web users via FC's email templates (edited). Auditors request a copy of the award letters and we are unable to produce the entire email message without copy/paste workarounds. We would like to open the correspondence in Grants on the Documents tile and see the entire email (as you do in Outlook), then print if necessary.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  17. When utilizing the “Copy To” feature on Grant Batches, the 1st payment on the grant is always being used. In some use cases, we may want to use other payments on the grant outside of the 1st.

    1 vote

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    0 comments  ·  Batch  ·  Admin →
  18. If the “Inherit characteristics” for grants boxes are checked in Business Rules, regardless if the user checks the “Inherit Characteristics from Fund” or “Inherit Characteristics from Recipient” when creating a grant from a proposal, the created grant will always inherit characteristics. This is confusing as if I don’t check them, I would think characteristics would not be inherited.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  19. Addresses with the "Do Not Mail" flag do not sync into FCG. It is possible we would need to mail a check from FCG without soliciting in RE.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  20. When new users register in the Portal, staff has the option to deny their roles and delete their web user through the PPQ. When this happens, the option to send the web user an email is not provided. We should be able to communicate to the deleted web user that we denied their role request.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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