7 results found
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Delete Workflow Step on Unused Workflow
When developing a new workflow, I would like the ability to delete a step created in error. This option would only be available for workflows that have never been assigned.
3 votes -
Add [FS_StatementItems].[Page] to the Fund Statement builder line entry modal.
Fund Balances often do an initial grouping of data based on Page. Currently if you create a new line item entry in the Fund Statement builder there is no option to enter Page, which can result in errors in the report.
1 vote -
Naming Conventions
The naming of items across FCG/FCCP needs to be standardized.
Some examples:
Fund Advisors are labelled as "Requestors" in FCG.
"Opportunities" in FCCP are "Proposals" in FCG.
On Constituent records, the "Contacts" tile are actually Relationships.3 votes -
Stop a manual sync
Please add the option to stop/terminate a manual data sync. If a user creates a sync with the wrong parameters, they have to wait for it to complete before they can run the correct sync. This is a problem if a wrong year was used, which would result in having to wait an extended amount of time for an unnecessary sync.
2 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.
7 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)
9 votes -
On the Manage Users screen, add the common grid functions of column selection, filters, and export.
On all other screens with a grid of information, you can select the columns you want visible, filter the grid, and export the grid information. This would be helpful on the Manage User screen as well. For example, you could filter out inactive user accounts of employees who are no longer at your organization. You could export active users and their Role for an auditor who needs system access reports.
8 votes
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