39 results found
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Link Proposal # in GE/NXT Cloud
In Classic GE the proposal number has a link to the proposal. In GE/NXT Cloud, the link is in the proposal title which is an optional text field that has not been used consistently. Please link the proposal number instead of the proposal title.
5 votes -
EIN for Past Grants
We would like the option to either 1) be able to edit the EIN of past grants or 2) have the system pull EIN based on up to date data (not hardcoded/static data).
2 votes -
Copy grant feature: Lose the recepient info
I was pleased that copying grant requests was added to FDN cloud. But surprised and a little dismayed that the recepient info is copied into the new grant request as well. Also into the payment fields, so, that info needs to be changed as well. Which takes time I'm trying to avoid. Copying grants in GE Classic was great when a fund advisor who does not use Spectrum would give us a list of grant requests we would need to manually enter, all with different recepients and different grant amounts. 99.9% of our fund advisors give to organizations just once…
4 votes -
Add notifications for designated/recurring grants
It would be very helpful to have a notification appear in the bell at the top right of the screen in foundation cloud, when a recurring grant is coming due to be created, in the designated grants module. Now, I have to make a note to myself in my calendar every week to go into designated grants and look around for grants that need to be created.
5 votes -
DES Grant Recipient % are rounded to the whole number
In a DES Grant record, the Recipient Tile rounds the values to whole numbers, thereby masking the actual percentage by recipient value when the % has decimal places.
2 votes -
Make Proposal Title a field available in Check Designation Configuration
For grants that are generated from proposal, I would like to have the proposal title in the Check Designation Configuration.
We often have multiple grants for a single organization. Having Proposal Title in the Check Designation would be very helpful. We currently have to run agreement merges from the proposal because the Title is not available on the Grant record.3 votes -
Safeguards for Save Button (New Grant Generation)
For Foundation Cloud Grants, I ran into the problem twice of having multiple of the same grant generate with unique grant numbers after hitting the Save Button many times. After pressing the save button for the first time, there is delay of 5 to 10 seconds usually between hitting that button and the grant generating so it appears that it is not processing and I hit it again multiple times. However, this clogs up our system with multiple unnecessary grants that need to be deleted later.
Veronica and I met and we were thinking of some safeguards that could be…
2 votes -
Ability to Delete Email Correspondence
When testing the email capabilities from a grant in correspondence you do not have the option to delete an email. We would like the ability to delete.
3 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.
26 votes -
Schedule wizard
why is there not a schedule wizard button on foundation cloud grant payments, like there is one available on ge classic?
9 votes -
Make recurring grant start & end dates visible on Online Grant Request
In GE Classic, we can open a processed Online Grant Request that established a recurring (designated) grant record and view the start date and end date that the fund advisor originally submitted. However, when we open the same request in FCG, we cannot see those dates. We can only see the checkbox indicating the request was for recurring payments and the frequency. Please make the start & end dates visible on the Online Grant Request record in FCG as well. This is information we have to refer back to often.
6 votes -
Remove "spinning wheel" from overlapping the search box while you're typing in a search item.
When typing in a search term (grant/constituent/etc.) the "spinning wheel" as FC is retrieving results can obscure what you're typing as it shows up directly over the search box.
2 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.
11 votes -
Enforce record count settings on Designated Grants page
In the system settings, you are able to set a record count limit for each page to control how many records load by default when you visit the page. Currently, the record count limit selected for the Designated Grants page does not actually control that page. The Designated grants page is set up in a paginated way where it only shows you 10 grants at a time, and you have to use the navigation tools at the bottom of the page (arrows & page numbers) to scroll through to see all of your designated grants. Please remove that navigation control…
1 vote -
Work with Blackbaud to permit FENXT vendor address updates from RENXT and Foundation Cloud.
When a customer has both RENXT, FENXT, and NPact products, we need the ability for vendor/grantee address updates that flow from either RENXT or Foundation Cloud to update in FENXT. We believed and were told by NPact this was a feature of Sync Harmony, but just found out it actually isn't.
1 vote -
Add Payee Field to Online Grant Request Details Screen
In the Online Grant Request Details screen, add the Payee Field to the initial screen so that everything can be edited on the front end versus having to first create the grant in the system and then having to go in and change the payee. Sometimes the Recipient of the grant is different than the Payee of the grant. This is especially true in scholarship situations.
2 votes -
Funds
On the proposal history portion of the fund page, there are two fields entitled "Total Amount Requested" and "Total Amount Approved". We think it would be more beneficial if a field is either added or replaced by "Total Amount Awarded from the Fund".
2 votes -
Add a new query table for grant queries that surfaces the acknowledgement data from the Fund
We need a new query table for grant queries that lists the acknowledgement from the Fund. Not all grants start on the portal. As it is currently, the query view is leveraging acknowledgement details from the online grant request. That makes it difficult to use correspondence templates on grant records that did not start from a request form. Please, make available the Default Acknowledgment Letter Addressee data fields, which are located on the fund tile from within a grant record.
3 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.
7 votes
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