217 results found
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Ability to see Grant approval status within the Check Run
Currently, in order to see if a grant has been voted on and approved (by committee or individuals depending on ORG requirements), you have to complete the following steps:
- go back into the docket
- navigate to the approval tab
- go to the approval submissions tile
- click on the 3 dots next to the approvers name and select "approval submission details" in order to see which grants have been voted on and approved.
This has to be done for each docket that is added to a check run before proceeding with processing. In my specific ORG we could have 5 or…
2 votes - go back into the docket
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Allow check batch pre-review of recipient/payee approved status
Within the check run grid, it would be helpful for users to see a column representing each payment's payee status (are they already approved or do they require approval). That way an check batcher can see in aggregate any issues with payees prior to receiving the prompt on the error log. Would also help with batch review of payments vs. opening each grant one by one.
5 votes -
Missing Check Run Link - enhancement
Once payment added to a check run, looking at the grant, the summary only shows STATUS: Check Run Batched. Would be beneficial to have 'link' to the batch in this summary section. Otherwise, the user has to go to Batch>CheckRuns>open batch which is a slow performer and takes 1-2 minutes each time. Time gobbler if the user wants to review several/all grants in a check run for whatever reason.
2 votes -
Online Request - Automatically open grant
Not sure why this is not part of FCG, when we processed online requests in GE Classic, the grant automatically opened after 'create grant' step. This was a huge time saver, not having to click it and wait 'again' for the population of all the pieces before you can edit areas. We do not edit the 'request' because that holds the integrity of the donor's request. Any change of address, correction in the designation, etc. is done in the grant itself.
1 vote -
Enhanced User Experience - Correspondence/always scrolling up or down
Why does the "Attachments" box have to take up so much space when previewing a correspondence email? Spend a lot of wasted time scrolling down to preview the entire email where we have mail merge fields. Would enhance the user experience if there was far less scrolling up and down all over every function.
1 vote -
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 -
Auto Rounding on Designated Grants Recipient Amounts
FCG only rounds 2 decimal places when dividing percentage among multiple recipients. i.e. if you have a designated grant set to distribute 5% of the cash available by 3 recipients, and assign each recipient 33.33%, FCG does not recognize these figures as totaling 100% because it rounds to only two decimal places. If you increase 1 recipient percentage to 33.34%, FCG will let you generate grants, however the grant amounts are not equal. The only workaround for this it to calculate 5% of cash available outside of the system and set the designated grant calculation to total amount for all…
4 votes -
Add correspondence (HTML) bcc default email/Outlook
We would like it if Correspondence had a default/configured (internal) bcc for grant/check run emails sent. This would allow us to have access to the emails in Outlook (for team members who do not have FCG permission or use FCG regularly but need to confirm payment details sent to a payee). In addition, we get asked to re-send an email and view in Documents does not have ability to forward; and copy and pasting loses the integrity of the time sent. Outlook has the ability to search/filter quicker than an FCG search by fund, by org by grant.
1 vote -
Risk: Amount field auto-fills
When direct entering a new grant and entering the amount, this previously typed drop-down is a huge risk if the user hovers over and mistakenly click - it will complete the amount as any of those show instead of forcing the user to type it the exact amount. When I noticed and went back to wipe the field clean and started typing, it actually kept the first digit and thereby increasing the amount by $10k. This might just be me, but I don't feel a memory for the amount field is helpful or safe and would like to see the…
1 vote -
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 -
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.
14 votes -
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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Grant History Filters needed
GE Classic had capability to filter the grant history by any of the column titles and further filter [starts with, contains, etc.] - this functionality is completely missing in FCG and as a user, would be very beneficial. Only option is to export, download and manipulate as Excel spreadsheet. At minimum, some criteria before exporting ALL grant history for a long time fund with high volume granting. Also, does not allow option to select columns, and is missing grant type (DA vs. Transfer, etc.)
1 vote -
Filter Designated Grant Recipients
Inside a designated grant with multiple 'recipients', need ability to re-sort alpha order by recipient or payee name instead of the order they were entered. Not user friendly when designated grant record has more than 8, worse when it has 80+ recipients
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.
4 votes -
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 -
Toast Notification missing for record open by another user or locked
Seems like a miss when the popups come up for everything else, but it would be useful for a toast notification to let user know that a record (grant, check run, etc.) is open by another user. The only way I figured this out was because all the actions were grayed out in the check run finance tab step.
1 vote -
NTEE Condensed List - Characteristics
Select a Characteristic Code list would be helpful if there can be an option to condense to the first alpha level and user not having to scroll down through hundreds (i.e., A01, A02, A03 to get to R)
2 votes
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