217 results found
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Add grant characteristics within a batch; multiple characteristics
We'd like to be able to add characteristics (within a grant batch), much like you add workflow steps. Often the same characteristics apply to all but are not reflected on the original proposal record. Efficiency would also be gained if we were allowed to enter multiple characteristics on a grant without having to "save", then "add" and "save" again.
1 vote -
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.8 votes -
Align Amount Fields on Grants
Currently, there are a TON of Amount fields on a Grant record.
Grant - Amount/Adjusted Amount
Fund - Amount/Adjusted Amount
Payment - Amount/Adjusted Amount
Payment Component - Amount/Adjusted AmountThere are times when these fields no longer align, causing discrepancies in reporting. The number of amount fields feels excessive and it is a pain to try to keep them all aligned with each other. Can this be simplified in any way?
2 votes -
Edit (pencil icon) displays over address - makes it un-usable
In a grant record (EDIT), there is a pencil to select a specific recipient/payee address, however when the address line 1 is really long and goes over the blue pencil, you can't click the pencil. Short term work around is to go into constituent record and change the address but if the USPS verified address suggests to leave it, we are not working with our process (we're manipulating). Need QA ticket filed for engineering to fix.
1 vote -
Add Manager or Owner name to the Grants grid in FCG
Please add Manager or Owner name to the Grants Grid, there is only Manager ID so we have to do an external VLOOKUP with an export from All Users to get a manager/owner name.
1 vote -
Is there a way to make the font darker in an online grant request and change the bluse to a darker color?
Is there a way to make the font darker in an online grant request and change the bluse to a darker color?
2 votes -
Ability to Require Characteristics
Create the ability to require characteristics on records, ideally by grant type (i.e. for a DAF grant, this type of characteristic is required). This would greatly improve our user data entry error/missed fields.
3 votes -
To extend the query results screen for more than 1 minute
Request to extend the query results screen timeout to more than 1 minute in order to retrieve more than 100 records of data. Currently, the timeout on the query results screen is set to 1 minute. If your data does not finish loading within that time, the "Load All" records button does not appear and you are not able to pull more than 100 records.
1 vote -
Boxes: Size small/light font
Under the Designated Grant Recipient tile, the Active box is so tiny and light, it is incredibly hard to distinguish if checked or not. Would be better with a colored check mark instead of gray.
Same goes for the Constituent summary where any of the following boxes could be checked: Recipient, Payee, Applicant, Requires Fiscal Sponsor, etc.
2 votes -
Entire Email Message should show on preview screen
We announce our grant awards to web users via FC's email templates (edited). Auditors request a copy of the award letters and we are unable to produce the entire email message without copy/paste workarounds. We would like to open the correspondence in Grants on the Documents tile and see the entire email (as you do in Outlook), then print if necessary.
3 votes -
Search - Remove requirement to have middle initial in name
When searching for a constituent, they don't appear in the search results if they have a middle initial and I didn't know it. The search should be vastly improved so it finds people based on last name and/or first name - not including the middle initial.
6 votes -
Constituent name in Orange (existing but approval expired)
Would be very helpful when a constituent has an existing RE record but is currently not approved, that the name is displayed in Orange (as it was in GE Classic). Functionality lost in FCG.
1 vote -
Check/Invoice numbers should look like hyperlinks
For grant payments, change the formatting for the links to the financial system 1) Invoice and 2) Check look like hyperlinks (blue, bold, something clear). Right now they look like plain text and during testing/training we had multiple users think that there were no links to those financial system transactions on this screen.
2 votes -
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.
3 votes -
Media Name Field
+Add Media has no field to describe attachment. Our file naming convention is driven by our retention policy and does not include the description. If I want to specify that the attachment is the 'request' or 'school change', 'stop payment',etc. and this would be a huge benefit if someone has to review and open multiple attachments to find the one, rather than being able to tell which is which.
1 vote -
Import from Documents: Correspondence functionality NOT CLEAN
I did a lot of correspondence templates, and request you revisit the functionality of the "Import from Document". It appears correct, but it doesn't produce a clean copy (Source) and has lots of extra coding which seems to cause spacing problems (soft return vs. hard return). I cannot get a single line return; it is always 1 1/2 which is not the desired look for an address which you want stacked and not large spaces between. The work around I found is not to use the Import from Document function, but to copy and paste the Document format into the…
1 vote -
Allow ability to select Grant Type through Designated Grants
When generated grants from a Designated Grant, it always creates a standard grant. The dropdown of Grant Types when adding a recipient consists only of Standard Grant Types.
Can this be enhanced to allow you to pick a Scholarship Grant type?
1 vote -
Batch email correspondence Sent column
Have a method of checking to see which Grants in a Check Run have had email Correspondence sent, so far the only method of checking this is by checking each individual Grant record to see if the Email shows under Documents. If there is one grant without an email sent it is hard to figure out which grant it was in a large batch.
For example have a column that says "Email Sent", so we can easily verify the email notification of a grant processed has been sent. Or 20 of 20 emails sent.1 vote -
Increase File Size Limits
The current file size limit for uploads is 5 MB. Please raise this cap as some documents are larger than 5 MB that are needed for due diligence during Grant processing.
1 vote -
Web user screen
In the web user screen can you PLEASE add the Fund tab so that we can view this without having to click inside the donor's name to see what funds they are associated with like in GE classic?
2 votes
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