196 results found
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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.
8 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.
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
7 votes -
Charity Check/Manual "Remove Approval" needed
A number of reasons to remove approval especially given the delay in Candid's webpage updates and the IRS webpage updates.
Organizations that are manually approved (i.e., church, government, public school) not verified via Charity Check, could disaffiliate with denomination, and no longer meet the eligibility requirements.
A public charity may get reclassified as private, the IRS assigns incorrect classification and org is waiting for correction. Having another option to Remove Approval would keep from paying grants when applicable.
5 votes -
Automated "report due" or "report late" emails to grantees
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.
18 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.
3 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…
3 votes -
Query Statement Improvements
Improve query functionality so ALL system fields are available in queries AND, allow for more advanced query statements a la RE and FE functionality so a user can build a query statement (without having to know SQL) with parenthesis, etc. so you can say ALL of these these filters and ANY of these filters, etc.
4 votes -
Synchronize Grant Fund Changes to Payment Fund Components
After grant and payment creation, an FCG user is able to change the funds available on the grant. They can choose to add, update, or remove the Fund from the grant. These actions do not keep Payment Fund Components aligned, however, causing data inconsistencies (A payment fund component could have a fund that is NOT present on the grant).
I would like to see 1 of the following -
Validation during check run processing to ensure all funds present on the grant payment exist on the grant. Do not allow check run processing if a fund is present on the…3 votes -
Include "Do Not Mail" Addresses in FCG
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.
6 votes -
Auto Rounding on Designated Grants Recipient Amounts
FCG only rounds 2 decimal places when dividing percentage among multiple recipients. i.e. if you have a designated grant set to distribute 5% of the cash available by 3 recipients, and assign each recipient 33.33%, FCG does not recognize these figures as totaling 100% because it rounds to only two decimal places. If you increase 1 recipient percentage to 33.34%, FCG will let you generate grants, however the grant amounts are not equal. The only workaround for this it to calculate 5% of cash available outside of the system and set the designated grant calculation to total amount for all…
4 votes -
Multichoice question w/out holding control
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.
14 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
4 votes -
Move Queries to Different Folders
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.
7 votes -
Export grant feature missing designation
Grant History export missing critical field = the designation.
3 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.
3 votes -
Alerts - Position/Size/Function
In GE Classic, the Alerts appear in the middle of the screen, are larger and clear (also) by hitting enter on keyboard. FCG alerts are tiny, in the corner of screen, can't re-size them and most importantly DON'T disappear when you move from that record to another. I once had about 10 alerts stacked up on my screen and couldn't identify which record, grant, fund, etc. any of them were associated with.
3 votes -
Allow check batch pre-review of recipient/payee approved status
Within the check run grid, it would be helpful for users to see a column representing each payment's payee status (are they already approved or do they require approval). That way an check batcher can see in aggregate any issues with payees prior to receiving the prompt on the error log. Would also help with batch review of payments vs. opening each grant one by one.
4 votes -
Query Export Alternate Options
Add new query export options such as Excel, XML, JSON, PDF etc.
Limiting the only export file option to CSV has created issues relating to the automatic CSV formatting that occurs upon export. Providing alternative options (i.e. XLSX) will provide users with workarounds to potential issues involving data deformation.
Example: Essay questions in applications become broken apart into sections when exported as a query. This is an automatic occurrence that is caused by the formatting of a CSV file. This issue cannot be circumvented, as the only option to export is CSV.
4 votes -
We would like to have the Grant details section to have two boxes for Anonymous grants, to mimic what is currently on the grant details page
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.8 votes
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