157 results found
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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.
16 votes -
Multichoice question w/out holding control
For building application forms, it would be great to have a multichoice question option in which the user can select multiple answers without having to hold the control key (can look like radio buttons). Even better if the selections can inform logic responses (i.e., new questions become available depending on the earlier response) within the form.
12 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.
4 votes -
We would like to have the Grant details section to have two boxes for Anonymous grants, to mimic what is currently on the grant details page
We would like to have the Grant details section to have two boxes for Anonymous grants, A box to specify if the fund id anonymous and a box for if the donor is anonymous.
Currently the grant details section only has a box to specify it is anonymous, but it doesn’t break it down. The Grant Recommendation page currently has this option.
It would be more efficient to have both boxes also present on the Grant details page.4 votes -
Sticky filters and pages inside batch
The Proposal batch and Check run batch landing pages have sticky filters and pages. However, once inside a batch, the grids there do NOT have sticky pages and filters. I'd like to request the grids inside the Proposal and check run batches utilize the sticky filter and sticky pages so clicking in and out of grants goes smoother.
15 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 -
SourceCRAccountCode and SourceDRAccountCode should populate in the dashboard columns for check runs for standard grants
When reviewing a check batch for processing, it's important to verify that the account codes are correct. It would be very helpful and save so much time if the SourceCRAccountCode and SourceDRAccountCode would populate in the dashboard columns for check runs for standard grants. This way the codes could be checked without having to open each individual grant.
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.
3 votes -
Add Application Fields to Submitted Proposal Apps Grid
We'd like the option to add specific application fields to the Submitted Proposal Apps grid. We currently have "Category" as a field in our application and we'd like to be able to view this information in the grid and be able to filter all the applications by it.
2 votes -
Docket Approval vs Declined
Board Members can be added to Dockets to provide approvals. However, they could decline their approval. FCG considers any submission an "approval", so even "denied" approvals make it look like the docket has been approved. Please enhance Dockets to take into consideration the approval status.
1 vote -
"Copy To" from Grant batch to allow other grant payments besides the first
When utilizing the “Copy To” feature on Grant Batches, the 1st payment on the grant is always being used. In some use cases, we may want to use other payments on the grant outside of the 1st.
1 vote -
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.
1 vote -
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.
1 vote -
Denied Web Users should receive correspondence
When new users register in the Portal, staff has the option to deny their roles and delete their web user through the PPQ. When this happens, the option to send the web user an email is not provided. We should be able to communicate to the deleted web user that we denied their role request.
1 vote -
Allow designated grants to be created from the grant step a proposal workflow
Allow users to create designated grants from the grant step on a proposal workflow.
2 votes -
Please add the Save & Copy to a grant like there is in Database
Please add the Save and Copy feature to Foundation Cloud like it is in the Database view. Very necessary feature
1 vote -
pie chart
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 -
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.
1 vote -
Query Export Alternate Options
Add new query export options such as Excel, XML, JSON, PDF etc.
Limiting the only export file option to CSV has created issues relating to the automatic CSV formatting that occurs upon export. Providing alternative options (i.e. XLSX) will provide users with workarounds to potential issues involving data deformation.
Example: Essay questions in applications become broken apart into sections when exported as a query. This is an automatic occurrence that is caused by the formatting of a CSV file. This issue cannot be circumvented, as the only option to export is CSV.
1 vote -
Import Without Address
When importing grants in FCG, don't require the email or address fields for payee or grantee. The import process appears to search and link to existing constituents, which makes importing this data redundant. This information wasn't required when importing in GC Classic.
2 votes
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