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  1. 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.

    4 votes

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    0 comments  ·  Grants  ·  Admin →
  2. +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.

    2 votes

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    0 comments  ·  Grants  ·  Admin →
  3. 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…

    2 votes

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    0 comments  ·  Grants  ·  Admin →
  4. 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 Amount

    There 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

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    0 comments  ·  Grants  ·  Admin →
  5. 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.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  6. 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.

    3 votes

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    0 comments  ·  Grants  ·  Admin →
  7. 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

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    0 comments  ·  Grants  ·  Admin →
  8. 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.

    7 votes

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    0 comments  ·  Other  ·  Admin →
  9. 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

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    0 comments  ·  Reporting  ·  Admin →
  10. When viewing Grant History for a grantee or fund, when there is a transfer the Payee/Recipient fields are blank. This is correct, since there are no payee or recipients for transfers, only a Target Fund. When a Transfer shows in the Grant History list, insert Target Fund into the Payee/Recipient Fields. You could also accomplish this by adding Payee and Recipient fields, hidden, to all Transfers, that mirror the Target Fund field.

    4 votes

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    In Review  ·  0 comments  ·  Grants  ·  Admin →
  11. 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.

    3 votes

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    In Review  ·  0 comments  ·  Batch  ·  Admin →
  12. 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.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  13. Currently, whichever fund requestor was added to the fund FIRST (chronologically) defaults into the grant. This is not acceptable because fund requestors change, and there can be multiple. We need a way to control which fund requestor is going to default into a grant.

    6 votes

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    In Review  ·  0 comments  ·  Grants  ·  Admin →
  14. 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

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    0 comments  ·  Grants  ·  Admin →
  15. 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

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    0 comments  ·  Admin →
  16. 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

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    0 comments  ·  Other  ·  Admin →
  17. 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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    0 comments  ·  Other  ·  Admin →
  18. 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.

    19 votes

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    2 comments  ·  Batch  ·  Admin →
  19. To pull scores more easily, make app group tiles exportable. It would be great to pull the applicants' names, reviewers' names, and reviewers' scores. This would be easier than pulling a query and would not have to ask for a custom query anytime reviewers scores by fund or addendum were needed.

    2 votes

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    0 comments  ·  Reviews  ·  Admin →
  20. We think custom fields aka profile fields should also be on Fund and Constituent records. This way those records could have more robust data and then those fields could also be inherited by grant or proposal records, the way that characteristics are.

    2 votes

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    0 comments  ·  Grants  ·  Admin →
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