152 results found
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Hide Inactive Online Applications
On the Online Apps landing page, you are able to search for an online app which helps navigating the list a bit, but it would be nice to have an additional (optional) filter to hide closed online applications since those won't likely be managed anymore (so we don't need to see them in the list anymore).
2 votes -
Add an Activity Log for Submitted Applications
Add an activity log on submitted application pages where you can see activity on the app and by whom. Examples - Application Submission, Application Changes, new file uploaded, documents generated, application was scored, etc.
2 votes -
Single Sign On
Implement single sign on across Foundation Cloud products so we can use Microsoft/Google/others to use FCG.
2 votes -
Sort Grant History by Date in GE/NXT Cloud
In GE/NXT Cloud the Grant History is sorted newer to older, but Proposal History is sorted older to newer, and you can't sort by columns. Please make this consistent (newer to older) and allow users to sort columns.
8 votes -
Sync secondary phone number to CRM
In Foundation Cloud Community Portal (FFCP) a client can enter a primary phone number and a secondary phone number. You can see that information in the Web Processing Queue when a new client registers for the portal or when an existing client updates their information. When the client's information is updated/synced to the CRM, only the primary phone number is syncing over. The secondary phone number is not added. It is lost, and there is no indication to our staff users that this information was not added to the constituent record.
Please correct the sync functionality to bring over the…
2 votes -
Allow users to save a DRAFT of a grant in FCG when entering grants manually.
In FCG, when staff are adding a grant manually, allow them to save a draft of it without filling in required fields. This is a function that exists in classic GE and is extremely helpful. We need this in FCG as well.
2 votes -
Ability to Change Application Status
We would like the ability to change the status of an online application. When technical issues arise it would be a big time saver to be able to control the status of an application.
1 vote -
Reinstate Ability to Hide Tabs on "Grants Pending" Page of FCCP
Submitted on behalf of customer Karen Hudson
We used to have the ability to hide the tabs on the "Grants Pending" page of the portal. We were told in a Support Case that back in February of 2022 an update was made to FCCP which made it so all 4 tabs are now required, which means they can no longer be hidden. Our organization does not utilize the functionality of at least one of these tabs and would like to hide it to streamline the process for our users.
2 votes -
web portal users
in database view you can go to all web users and be able to view on that screen what funds they are appoved to either view or be a fund advisor. in NXT there is no choice to show the fund on that page. can you please add "fund" so we can see this without having to open the fund itself each time. thanks
1 vote -
To filter "Type" on Check Run Batch
To be able to filter by "Type" on Check Run batches (a function we can do on GE Classic) when using FC.
1 vote -
Naming Conventions
The naming of items across FCG/FCCP needs to be standardized.
Some examples:
Fund Advisors are labelled as "Requestors" in FCG.
"Opportunities" in FCCP are "Proposals" in FCG.
On Constituent records, the "Contacts" tile are actually Relationships.2 votes -
Stop a manual sync
Please add the option to stop/terminate a manual data sync. If a user creates a sync with the wrong parameters, they have to wait for it to complete before they can run the correct sync. This is a problem if a wrong year was used, which would result in having to wait an extended amount of time for an unnecessary sync.
2 votes -
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 -
Make Notes to Staff field visible in the grids on a Check Run
On a grant record, there is a field called "Notes to Staff" in the Grant Details. Fund Advisors can submit information in that field on the Grant Recommendation form if they need to tell our staff something important about their grant or how it is to be processed. In a Check Run, there are two grids that display grants - "Payments on this Check Run" and "Available Grant Payments." In each of these grids, the "Notes to Staff" field is not an available field to display in the grid. This field includes important information from the client, and we need…
4 votes -
Add an additional column to sync in FEProjectID from Finance System instead of setting FEProjectID using Fund Number in CRM System
Currently the FEProjectId is set be the CRM System using the Fund Number this can cause issues with creating invoices in the Finance system when the FEProjectID (RE Fund Number) in FCG does not match the project ID in FE.
It would be great to add a column in the fund grid to surface the FEProjectID from FENXT and use that in the API call when creating invoices in FENXT.
1 vote -
Link Proposal # in GE/NXT Cloud
In Classic GE the proposal number has a link to the proposal. In GE/NXT Cloud, the link is in the proposal title which is an optional text field that has not been used consistently. Please link the proposal number instead of the proposal title.
5 votes -
Notifications are currently static but need to be dynamic
In the top, right-hand corner of FCG, there is a bell-shaped notifications icon that lists a count of items needing attention. These notifications are currently static and only refresh when a user logs completely out of FCG and back in. For example, if the notifications list that there is a new Online Grant Request to process and you process that request, the notification still remains. If you continue on working in the system and later look at the notifications, it appears as if there is another new Online Grant Request waiting to be processed. However, when you visit the Online…
12 votes -
Batch correspondence- save and review for later send date
It would be great if one user could generate batch correspondence and save it for review by a different user. Ideally we would still have the option to batch send the documents after.
13 votes -
Grants Workflow Improvement (Status Change)
Please configure workflow tasks for Grants to produce a record status change like they do for Proposals and Scholarships.
1 vote -
Schedule wizard
why is there not a schedule wizard button on foundation cloud grant payments, like there is one available on ge classic?
9 votes
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