217 results found
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Grants Workflow Improvement (Status Change)
Please configure workflow tasks for Grants to produce a record status change like they do for Proposals and Scholarships.
3 votes -
Add Application Fields to Submitted Proposal Apps Grid
We'd like the option to add specific application fields to the Submitted Proposal Apps grid. We currently have "Category" as a field in our application and we'd like to be able to view this information in the grid and be able to filter all the applications by it.
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
2 votes -
Email Notifications
Incorporate a way to notify staff outside of the system that there are items that need addressed? Historically, our portal use by donors has been very limited, having someone constantly logging in and checking, is helpful but having an email sent to notify of the actions pending would be more productive.
4 votes -
Single Sign On
Implement single sign on across Foundation Cloud products so we can use Microsoft/Google/others to use FCG.
3 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.
11 votes -
Option for generating the correspondence to the committee, that a docket is awaiting approval housed directly in the Docket screen
Currently when submitting a docket to the committee for review, we must navigate away from the docket screen and into the queries screen to generate the correspondence to the committee. This step seems longwinded, as there is a button within the Docket screen for "new batch correspondence", which we currently use to generate grant recipient letters.
We would request that an option under "template" within the "new batch correspondence" button, be added. We would like an option for generating the correspondence to the committee, that a docket is awaiting approval housed directly in the Docket screen under "template" within the…
4 votes -
Denied Web Users should receive correspondence
When new users register in the Portal, staff has the option to deny their roles and delete their web user through the PPQ. When this happens, the option to send the web user an email is not provided. We should be able to communicate to the deleted web user that we denied their role request.
1 vote -
Allow designated grants to be created from the grant step a proposal workflow
Allow users to create designated grants from the grant step on a proposal workflow.
2 votes -
Please add the Save & Copy to a grant like there is in Database
Please add the Save and Copy feature to Foundation Cloud like it is in the Database view. Very necessary feature
1 vote -
Import Without Address
When importing grants in FCG, don't require the email or address fields for payee or grantee. The import process appears to search and link to existing constituents, which makes importing this data redundant. This information wasn't required when importing in GC Classic.
2 votes -
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.3 votes -
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.
3 votes -
Percent Data Type requires users to enter a decimal value for the percent to display correctly.
Percent Data Type requires users to enter a value between 0 and 1 for a percent to show correctly. i.e. if you enter 0.5 into a percent field it will display 50%. This is confusing for applicants as they are filling out applications.
3 votes -
Test
This is a new request!
1 voteIn Development ·
AdminNumaria Naseem Ud Din
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
test123
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If you do search for the constituent and they are in the CRM, you can select them. However, if you select the constituent from the CRM, any
There are a few odd things about adding a constituent that we would request be reviewed.
When processing a new fund request, when searching for a constituent that IS located in the CRM you can select them, but any new data that was provided in the request (new address, phone numbers, email addresses) are not stored or added to the existing record in the CRM and therefor is lost unless recorded manually prior to selecting the existing record. This information should be transferred over.
If a constituent is NOT present in the CRM there is a button to add them…
2 votes -
When processing the New Fund Request, you can choose to look the advisors up in the CRM or create them as a constituent in the CRM. Obviousl
When processing the New Fund Request, you can choose to look the advisors up in the CRM or create them as a constituent in the CRM. Obviously, the best practice is to always look the constituent up first. When you click on the Lookup link, you are required to enter the constituent’s information to look them up. This should automatically populate with the data already entered by the client in the fund request. We should not be rekeying this data.
2 votes -
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 -
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
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