217 results found
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Work with Blackbaud to permit FENXT vendor address updates from RENXT and Foundation Cloud.
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 -
Scholarship Batch - Add CRM lookup and create constituent function
When processing scholarships, most of the time the students don’t have a constituent record in the CRM. However, if the foundation is awarding the student a grant, then they want the student in the CRM. On the scholarship batch, we need the ability to do a CRM lookup (to avoid potential duplicates). If not found, then create a constituent record for the student in CRM.
1 vote -
Make Step Amount and Outcome required fields on workflow steps
If these fields aren’t filled in on a prerequisite step, then you can’t create the grant.
1 vote -
Characteristics - configure each characteristic to allow one/multiple values per record
Currently GE NXT allows multiple characteristic values on the same record, and this is not configurable. (For example, a grant could have three separate “Population Impacted” characteristic values for Youth, Elderly, and Low Income populations). There are times when a foundation wants a characteristic to only be set once per record. (For example, a foundation may want only allow a Grant to get a single “NTEE Code” characteristic value for reporting purposes).
This change would involve:
A configuration change, allowing each characteristic to “Allow Multiple Values” (default to True for backward compatibility)
Changes to record screens, where before saving a
…1 vote -
Add a requestor to a fund option when selecting funds w/o requestors
It would be convenient if I could have the option to add a requestor to a fund if it doesn’t have one when I select it to use on a grant.
Example:
I’m creating a designated grant and I choose the Inman Family Scholarship Endowment. There are no requestor assigned to this fund so I am unable to use this fund. There isn’t a quick way to navigate to the fund to add a requestor, so It would be convenient if there would be a button to add a requestor if there isn’t one.
Another example which may be more…
1 vote -
Reports - Add a Description Field for canned reports and make description required when users create new report
Add a description field for all of our canned reports. Also need to make “Description” a required field when users create a new report. For creating training materials and instructional design efforts, I need to know the reports that are included in GE NXT and what their outputs are. What their business application is or use case.
Additionally, after speaking with Jeff C. regarding how this GE NXT page below presents, we both feel an enhancement to the product should be an additional column added to the below view that would include a report description. And, something in the help…1 vote -
1 vote
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Add conditional Page option to web application creation
When creating web applications, it would be so helpful to have an option to be able to have conditional pages rather than just conditional fields.
1 vote -
Allow users to edit all fields for an application
Request to have users have the ability to edit all fields for an application, specifically to remove the page filter when editing application fields.
1 vote -
Add Step Amount to Workflow tab on Grant Batch
Similar functionality as Scholarship and Proposal Batch,
On a Grant Batch, allow an approved step amount to be set on the workflow tab when processing workflow tasks.
1 vote -
Translation Functionality
How heavy of lift is this?
1 vote -
Add automation to check run process
As a RIA client, I need GE NXT to send grant payments to my integrated financial system automatically.
1 vote -
Set Initial Invoice Status to Pending when invoice are created in Accounts Payable
Our accounting controls require the CFO to Approve invoices. Having the invoices created with a Status of Approved forces us to take additional steps to switch them to Pending so that they align with our accounting processes.
This is a common control required by auditors and accounts payable has a built-in Invoice Approval utility.0 votes -
Application Review
Add Fund/Scholarship Fund as a Criteria in Reviews--App Groups.
Add an OR option to the Criteria so that it can function for multiple Criteria (for example Field is Major, Value can equal Business, Finance, or Investments).
For GPA fields/number fields add the possiblity of Greater Than, Equal To, Less Than (for example GPA>=2.75).
If there is a scholarship addendum, make that addendum a criteria without having to fill in a Value. Or if someone completes the Addendum, make the value possiblities Blank/Not Blank.
I want to be able to sort by Fund in the Add Application box. I have 14…0 votes -
GENXT Web App HTML Editor in Full screen mode - add field list and preview button
When editing the HTML for a web app and going into full-screen mode, it would be helpful if the field list could be added to the right, and a Preview button be available there as well.
0 votes -
Web user Organization list should only show records that are marked as organizations
When adding an organization to a web user, the list should only show records that are marked as “organizations” in the CRM – individuals should not show.
Grants > Constituents > Open a constituent that has a web user (or make one) > Add org > Search > List shows all constituents, should only be organizations.
0 votes -
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