94 results found
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Keep Filter Settings
Under Online Apps, if a user sets filters but then opens the web app, the filters go away when they return to the grid view. Keep the filter settings so the user can toggle between applications as they need, instead of having to reset the filter every time.
11 votes -
Return to search
After creating a search for Grants or Proposals and opening one of the grants/proposals, I would like to be able to return to my search and be able to open another grant in the search.
9 votes -
Notifications are currently static but need to be dynamic
In the top, right-hand corner of FCG, there is a bell-shaped notifications icon that lists a count of items needing attention. These notifications are currently static and only refresh when a user logs completely out of FCG and back in. For example, if the notifications list that there is a new Online Grant Request to process and you process that request, the notification still remains. If you continue on working in the system and later look at the notifications, it appears as if there is another new Online Grant Request waiting to be processed. However, when you visit the Online…
6 votes -
Combine logins for feedback and support
This portal and the support site should share logins. Users should be able to move directly from one to the other rather than having to log in a second time.
8 votesDeclined ·
AdminBrandon Kier
(Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Unfortunately, we do not own or control these two products and are not able to build SSO between them.
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New function to delete empty checkruns
If a checkrun doesn’t have any payments or any processing logs, users should be able to delete it. There needs to be a new User Permission around this. Only authorized users can do this.
10 votes -
Make Grant Status filters dropdowns consistently through the system
On the Grants page, you can filter the record grid by Grant Status. That filter is a dropdown selection. In the "Available Grant Payments" section on a Check Run, you can also filter by Grant Status. However, that filter is a text box where you must type in the grant status you are looking for. It must be typed in exactly as the status appears in the system. If you do not type it precisely the same, your filter will yield no results. For example, if you type in a status of "DOCKET BATCHED" instead of "DOCKET_BATCHED" no grants will…
4 votes -
Allow page refreshes and multiple tabs of Foundation Cloud Portal to be open simultaneously
Ease of use: allow a user to refresh their screen without being kicked off/having to immediately log back in. Allow multiple tabs of FC to be open simultaneously on a browser.
7 votes -
Web Processing Queue- To filter by Roles
To be able to filter by roles (review, relief applicant, scholarship applicant) on the Web Portal Processing Queue without having to open each individual record.
3 votes -
Add Align Button to Layout Editor
Adding a button so that text can be centered, aligned left or right with ease. Currently alignment can only be done in HTLM editor but it should be able to be done in the editor screen (the applies to the cloud and portal text editor).
3 votes -
Add a column to Grants Table for Interfund Target Funds
When looking at the Grants page (in GE, go to the Grants menu > select Grants > scroll down to the table and add Target Fund Name to list of available columns. Currently only TargetFundID is available to add to the table, which isn't a helpful field. The Recipient Field is blank for Interfund transactions, so some kind of identifying field for Interfunds would be very helpful.
4 votes -
Relabel/add requestor fields to grant-related screens in GENXT
On the Online Grant Requests screen in GENXT, the name of the person who submitted the grant request is labeled as the "Donor Name." This person is not making a donation and may or may not have ever made a donation to the fund they advise. In other fields throughout the system, this person is referred to as the "Requestor." Please relabel the field name on the Online Grant Requests screen to "Requestor Name" as well.
On the Grants screen, only the RequestorID field is available. Please add the Requestor Name field as well.
On the Designated Grants screen, there…
7 votes -
Make default filters configurable
On some screens with a record grid, a default filter loads every time you visit the screen. For example, in a Check Run, the "Available Grant Payments" grid defaults to grants with a status of "REQUEST." Please make all filter defaults configurable. All of our grants are going onto check runs are coming from the DOCKET_BATCHED status. We want to make that the default status filter on the Check Run, but this is not currently an option.
4 votes -
Proposal Workflow - Setting Due Date
We want the option when creating the workflow to set the actual dates rather than counting the days or at least add the option to add a date.
5 votes -
Allow for a search on an organization's alias or connected Vendor name
For organizations that have different legal names and DBA names, it would be helpful to have a place for an alias that would allow someone to find the record either by it's legal name or it's DBA name.
4 votes -
Implement a more capable correspondence editor
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.
3 votes -
Stay Logged in Reminder
If inactive for awhile in Foundation Cloud Grants, the CRM and Finance System connection turns from connected to unconnected. If/When that happens we loose the ability to do certain things in Foundation Cloud Grants (e.g. save queries being built). Before getting timed out, it would be great if there was a pop up saying "are you still working" or "do you want to stay connected" or something that lets us not lose progress. Right now we have to refresh Cloud Grants to re-establish connections and redo work(or filters)
5 votes -
Show/Allow Comments on Grant Request
On Online Grant Requests in GE Classic, there is a tab where staff can enter comments directly on the request. Those comments are not visible anywhere in Foundation Cloud Grants. Please make them visible. Additionally, when using FCG, you cannot add new comments. Please add this functionality to FCG.
4 votes -
Extend Application Timeout
Product enhancement request: would you please extend the timeout length for both Foundation Cloud Grants (FCG) and Foundation Cloud Community Portal (FCCP). applications, it is much too short. If there is no restriction on NPact’s side, I request the timeout times be set at 45 minutes.
5 votes -
Add Fund Available Balance to the Grant screen and Interfund grant screen in GENXT
We would like to add the cash balance (cash available) to the Grant Screen and the Interfund Grant Screen, currently the fund balance available is only able to be seen on the fund record.
Grants > Grant > Open a Grant or interfund transfer > Cash Balance (Cash Available) not visible on Grant record.
6 votes -
Hide dashboard
The dashboard (including pie chart and bar graph) is irrelevant to the work I need to do in the Grants page. Yet there it is taking up the entire screen, so that every single time I access the page, I need to scroll past it in order to get to the grants data. Please either make the dashboard hideable (preferably with a default that can be set to hide it) or move it elsewhere.
5 votes
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