230 results found
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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 -
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).
3 votes -
Single Sign On
Implement single sign on across Foundation Cloud products so we can use Microsoft/Google/others to use FCG.
3 votes -
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 Interfund Transfer Grants
We would like the capability to import interfund transfer grants much the same way that we can import grants using a template that is downloaded, filled out and then uploaded back into FCG.
3 votes -
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 -
Sort Check Run Export by Grant number
When on the Finance tab of a Check Run, one of the available steps is to Export Payments to CSV. The grant payments in the exported file appear to be in a random order. Please sort the export by Grant Number.
4 votes -
Search for Grants Using Grant Description
In Foundation Cloud, I can't figure out how to search amongst all grants using the GrantDescription field. Description is not available as a filter, or a column in grants view. You can search in descriptions for grants in Classic in the all grants view. I find this very handy for looking for grants going to a certain program or area to a recipient organization. I see that you can use the “Designation” field for a query. But the conditions are confusing to me: BETWEEN, NOT LIKE, LIKE, IS NULL, IS NOT NULL? What would I use for “contains” if I…
6 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 -
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 -
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 -
Add notifications for designated/recurring grants
It would be very helpful to have a notification appear in the bell at the top right of the screen in foundation cloud, when a recurring grant is coming due to be created, in the designated grants module. Now, I have to make a note to myself in my calendar every week to go into designated grants and look around for grants that need to be created.
8 votes -
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 -
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.
16 votes
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