217 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 -
Download batch correspondence in Word
After the 2.9.3 release, Word documents are available for generation in batch. However, clicking 'Download' or 'Preview' still results in a PDF file. You can download each generated letter one-by-one which will result in a Word version of the letter but that defeats the purpose of Batch. We'd like to request the ability to download/Preview all batch generated correspondence in Word instead of PDF.
10 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 -
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 -
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 -
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
7 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 -
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
7 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
3 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…
4 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 -
search on proposal ID in proposal batch
In the Proposal batch "Available Proposals" section the search bar does not accept Proposal IDs. Instead we search on names to find proposals. Please add the ability to use the grid search box in a proposal batch to search on proposal IDs.
2 votes -
Export grant feature missing designation
Grant History export missing critical field = the designation.
5 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 -
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 -
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 -
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 -
Create Constituent Button
When an Online Grant Request is entered for a constituent that doesn't exist we must add the constituent. When we open the Grant Request Details there is a button "Create Constituent." If that button is clicked it creates the RE constituent record but SyncHarmony won't add a new FE Vendor record. Support, via SUPP-9839, said we need to click into the recipient field and click the "Create new RENXT Constituent" button. Why have two different buttons that both create the constituent? Both buttons should do the same thing.
2 votes -
Query Statement Improvements
Improve query functionality so ALL system fields are available in queries AND, allow for more advanced query statements a la RE and FE functionality so a user can build a query statement (without having to know SQL) with parenthesis, etc. so you can say ALL of these these filters and ANY of these filters, etc.
4 votes -
Alerts - Position/Size/Function
In GE Classic, the Alerts appear in the middle of the screen, are larger and clear (also) by hitting enter on keyboard. FCG alerts are tiny, in the corner of screen, can't re-size them and most importantly DON'T disappear when you move from that record to another. I once had about 10 alerts stacked up on my screen and couldn't identify which record, grant, fund, etc. any of them were associated with.
4 votes
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