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39 results found

  1. In FCG, when staff are adding a grant manually, allow them to save a draft of it without filling in required fields. This is a function that exists in classic GE and is extremely helpful. We need this in FCG as well.

    2 votes

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    0 comments  ·  Grants  ·  Admin →
  2. I would like to be able to search for an interfund transfer using its grant number in Cloud. This isn't working in the universal search in Grants. You can find interfund transfers by their grant numbers in Classic.

    2 votes

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  3. 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

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    In Review  ·  1 comment  ·  Grants  ·  Admin →
  4. 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

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    In Review  ·  1 comment  ·  Grants  ·  Admin →
  5. 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

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    0 comments  ·  Grants  ·  Admin →
  6. 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

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  7. 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

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  8. 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

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  9. Please add the Save and Copy feature to Foundation Cloud like it is in the Database view. Very necessary feature

    1 vote

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  10. When viewing Grant History for a grantee or fund, when there is a transfer the Payee/Recipient fields are blank. This is correct, since there are no payee or recipients for transfers, only a Target Fund. When a Transfer shows in the Grant History list, insert Target Fund into the Payee/Recipient Fields. You could also accomplish this by adding Payee and Recipient fields, hidden, to all Transfers, that mirror the Target Fund field.

    1 vote

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    In Review  ·  0 comments  ·  Grants  ·  Admin →
  11. It would be ideal to be able to customize what data shows in the pie chart maybe by fund, or at least by active funds.

    1 vote

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    In Review  ·  1 comment  ·  Grants  ·  Admin →
  12. Please configure workflow tasks for Grants to produce a record status change like they do for Proposals and Scholarships.

    1 vote

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    0 comments  ·  Grants  ·  Admin →
  13. When reveiwing a grant application or final report, it would be great to have the option to view or download a document the grantee has uploaded. I usually just want to review the document without downloading. Now the only option is to download.

    1 vote

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  14. We would like the capability to import interfund transfer grants much the same way that we can import grants using a template that is downloaded, filled out and then uploaded back into FCG.

    1 vote

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  15. Currently, our organization must only indicate a fiscal sponsor in both the recipient and payee fields when filling out a grant. Would it be possible to have payees be the fiscal sponsors and the recipients be the organizations actually receiving the funds for use?

    1 vote

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    0 comments  ·  Grants  ·  Admin →
  16. Currently the only option for inheriting characteristics is from the recipient. Please allow an alternate option of from the payee. The example would be a scholarship, where the student is the recipient and the university is the payee. If we inherit the NTEE code from the recipient, it's a student, so that doesn't work. If we inherit the NTEE code from the payee, it would be the University, which is correct. The option of Recipient or Payee is a decision each customer should be able to make in Business Rules.

    1 vote

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  17. In a DES Grant, allow interfund transfer to the same fund. We have multiple funds that capitalize a portion of their income to capital each year.

    1 vote

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  18. 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

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    0 comments  ·  Grants  ·  Admin →
  19. 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

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