40 results found
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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.
8 votes -
Payment level correspondence
Currently, correspondence can only be generated at a grant level. During check run processing, we may want to generate correspondence for a specific payment, but the template only pulls information for the first payment on a grant. Therefore, the correspondence will show the incorrect payment information.
Example - My Grant has two payments. The second payment is put onto a check run and paid, and then we want to send an email to the recipient with the payment information. The first payment information would be sent in the email instead of the second payment information.
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.
6 votes -
More than 1 address line needed
Currently the Recipient address field only supports one address line. If you have a recipient that requires two address lines, these lines run together as one. This makes the address look off when letters are generated.
RE, while it only has 1 address box, that box is large enough and editable, so you can format the address to have 2 lines and to display correctly. We request that NPact add a 2nd address line or format it address field to behave similarly to RE.
3 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 -
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.
7 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.
8 votes -
Provide the ability to add fonts for Correspondence Templates
In the correspondence support documentation there is an "add new" button under My Fonts in the Correspondence Templates. This button does not appear in production. Please add the ability to add additional fonts in the Correspondence templates. Thanks!
1 vote -
FCG User Experience
In general, FCG seems to have a lot of white space (wasted). The tiles are good sizes but the text within is so tiny, even increasing my screen resolution doesn't help because I run into the problem where fields run off the box. Options could include either enlarging the text within the same size box or condense the wasted white space.
1 vote -
Add: Correspondence "folders" & better page forward options
To separate/group templates by type (i.e., Deposit Notifications, Award Letters, Award Agreements, Decline Letters, Check Letter, Overdue Notices, Evaluation Reports, Others)
We have 100+ variations of the deposit notification alone and paging forward by just 10 results at a time, means lots of clicks (time gobbler) since these are displayed alphabetically.
3 votes -
Toast notification enhancement
- Would be great if toast notifications recognized the space bar or enter on the keyboard and not just the mouse click to clear.
- Toasts not cleared by user, continue to stack up, even after you leave that record which can be confusing when it doesn't relate to the current record open.
2 votes - Would be great if toast notifications recognized the space bar or enter on the keyboard and not just the mouse click to clear.
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Correspondence Templates (editing)
Sent email does not produce the same line spacing as set in the HTML template. I double checked the spacing was 1.0 but it still spaces the address 1.5 which looks goofy. Needs functionality to force it to remain single space.
1 vote -
Entire Email Message should show on preview screen
We announce our grant awards to web users via FC's email templates (edited). Auditors request a copy of the award letters and we are unable to produce the entire email message without copy/paste workarounds. We would like to open the correspondence in Grants on the Documents tile and see the entire email (as you do in Outlook), then print if necessary.
3 votes -
Search - Remove requirement to have middle initial in name
When searching for a constituent, they don't appear in the search results if they have a middle initial and I didn't know it. The search should be vastly improved so it finds people based on last name and/or first name - not including the middle initial.
6 votes -
Constituent name in Orange (existing but approval expired)
Would be very helpful when a constituent has an existing RE record but is currently not approved, that the name is displayed in Orange (as it was in GE Classic). Functionality lost in FCG.
1 vote -
Increase File Size Limits
The current file size limit for uploads is 5 MB. Please raise this cap as some documents are larger than 5 MB that are needed for due diligence during Grant processing.
1 vote -
Web user screen
In the web user screen can you PLEASE add the Fund tab so that we can view this without having to click inside the donor's name to see what funds they are associated with like in GE classic?
2 votes -
Permit us to access our data from PowerBI
We would like to access our FC data directly in Microsoft PowerBI using a connector, like Blackbaud has. https://github.com/blackbaud/powerbi-connector
This would permit us to bring our RE, FE, and FC data into one reporting tool, since RE and FE data can already be accessed.
2 votes -
Inherit Characteristic workflows are confusing
If the “Inherit characteristics” for grants boxes are checked in Business Rules, regardless if the user checks the “Inherit Characteristics from Fund” or “Inherit Characteristics from Recipient” when creating a grant from a proposal, the created grant will always inherit characteristics. This is confusing as if I don’t check them, I would think characteristics would not be inherited.
2 votes -
Evaluate Metrics shown on each Landing Page
The "metrics" shown in the header on the various landing pages (Grants, Constituents, Funds, etc) should be re-evaluated to determine their use. Some are not really helpful, do not apply to everyone's dataset, or are buggy.
Example of a bug: The "Active Funds" metric on the Funds landing page doesn't appear to be correct. There are way more active funds than the number that is shown.
4 votes
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