73 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.
8 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.)
9 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.
7 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.
6 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.
6 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…
6 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
6 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 -
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…
6 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
9 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 -
Please add another choice to the online grant request screen filter to be able to look at created and submitted grants at the same t time
can you please add another filter to the online grant request screen to be able to view the status of more that one at the same time. Need created and submitted grants to both pull up together. Thanks
4 votes -
Export grant feature missing designation
Grant History export missing critical field = the designation.
7 votes -
Toast Notification missing for record open by another user or locked
Seems like a miss when the popups come up for everything else, but it would be useful for a toast notification to let user know that a record (grant, check run, etc.) is open by another user. The only way I figured this out was because all the actions were grayed out in the check run finance tab step.
3 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 -
Add if/then logic for fields within correspondence templates
It would be great if correspondence templates could have if/then logic related to fields. For example, if a certain field (e.g. anonymous) has data (a checkmark), then another field does not appear (e.g. a fund name). Similarly, if Acknowledgement Address fields have data, then they are what populate the letter, but if blank, then the data from another field, such a Requestor Address, could be used.
1 vote -
Missing Check Run Link - enhancement
Once payment added to a check run, looking at the grant, the summary only shows STATUS: Check Run Batched. Would be beneficial to have 'link' to the batch in this summary section. Otherwise, the user has to go to Batch>CheckRuns>open batch which is a slow performer and takes 1-2 minutes each time. Time gobbler if the user wants to review several/all grants in a check run for whatever reason.
3 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…4 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 -
Grants Grid columns should all be available as filters
Recommend updating the grants (& other FCG Grids) so that any column can also be a filter. For example, on the Grands Grid you have a column for the Fund Number but you cannot filter by fund number. This should work like it does in RE/FE NXT Lists where filters and columns are all equally available.
5 votes
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