230 results found
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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…
14 votes -
Schedule wizard
why is there not a schedule wizard button on foundation cloud grant payments, like there is one available on ge classic?
11 votes -
Application Review - applicant name to reflect on the review in the porta
Allow changes to applicant name to reflect on the review in the portal. Currently the requestor name is listed as the applicant name on the review even if the applicant name is changed on the proposal web application.
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 -
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 -
Requestor visible and editable in Grant Details screen
The requestor is not visible in the Grant Details screen in Cloud, upon entering new grants. This is problematic, because it seems Cloud assigns a requestor using some sort of unknown default, and this is not always accurate. The requestor was visible and editable in Classic upon entering new grants. Please also make this editable in Cloud.
5 votes -
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 -
Allow for a search on an organization's alias or connected Vendor name
For organizations that have different legal names and DBA names, it would be helpful to have a place for an alias that would allow someone to find the record either by it's legal name or it's DBA name.
13 votes -
Web Organization Creation on Constituent Tiles
The “Create Web User” button on constituent records is incorrectly creating Individual web users for organization constituents (this would be the Organization, Account, or Contact record types in the CRM Systems). This causes a problem as we are creating web users when we want to be creating organizations.
Currently the only way to create an organization is by going to an Organization Admin web user in the PPQ OR creating the organization through portal registration.
1 vote -
Save and Copy Queries in Cloud
I would really like to be able to save and copy queries in Cloud as we are able to in Classic. I like the ability to create similar queries, for example, for each of our organizations that have funds with us, instead of having to create each one from scratch.
4 votes -
Search for interfund transfer grants by grant number in Cloud
I would like to be able to search for an interfund transfer using its grant number in Cloud. This isn't working in the universal search in Grants. You can find interfund transfers by their grant numbers in Classic.
4 votes -
AIO Fund Advisor Relationships Tab
Add a tab in the Fund AIO modal that lists the fund advisor relationships on the fund.
1 vote -
Option to view or download documents in a grant proposal or final report
When reveiwing a grant application or final report, it would be great to have the option to view or download a document the grantee has uploaded. I usually just want to review the document without downloading. Now the only option is to download.
1 vote -
Make Grant Status filters dropdowns consistently through the system
On the Grants page, you can filter the record grid by Grant Status. That filter is a dropdown selection. In the "Available Grant Payments" section on a Check Run, you can also filter by Grant Status. However, that filter is a text box where you must type in the grant status you are looking for. It must be typed in exactly as the status appears in the system. If you do not type it precisely the same, your filter will yield no results. For example, if you type in a status of "DOCKET BATCHED" instead of "DOCKET_BATCHED" no grants will…
10 votes -
EIN for Past Grants
We would like the option to either 1) be able to edit the EIN of past grants or 2) have the system pull EIN based on up to date data (not hardcoded/static data).
4 votes -
Safeguards for Save Button (New Grant Generation)
For Foundation Cloud Grants, I ran into the problem twice of having multiple of the same grant generate with unique grant numbers after hitting the Save Button many times. After pressing the save button for the first time, there is delay of 5 to 10 seconds usually between hitting that button and the grant generating so it appears that it is not processing and I hit it again multiple times. However, this clogs up our system with multiple unnecessary grants that need to be deleted later.
Veronica and I met and we were thinking of some safeguards that could be…
5 votes -
Copy grant feature: Lose the recepient info
I was pleased that copying grant requests was added to FDN cloud. But surprised and a little dismayed that the recepient info is copied into the new grant request as well. Also into the payment fields, so, that info needs to be changed as well. Which takes time I'm trying to avoid. Copying grants in GE Classic was great when a fund advisor who does not use Spectrum would give us a list of grant requests we would need to manually enter, all with different recepients and different grant amounts. 99.9% of our fund advisors give to organizations just once…
4 votes -
Characteristics available as a field in Constituent-based queries
We'd really like to have characteristics available as a field for constituent-based queries. Currently I can only find them in grant-based queries. For example, we are putting a characteristic on the constituent record for recepient organizations that have requested grants by EFT instead of check (this is a work-around for the lack of ability to set payment defaults in individual constituent records in GE, or even better, have them connect to the defaults set in FE; there is another post here on UserVoice about this issue). So, we would like to be able to run a report to see which…
5 votes -
DES Grant Recipient % are rounded to the whole number
In a DES Grant record, the Recipient Tile rounds the values to whole numbers, thereby masking the actual percentage by recipient value when the % has decimal places.
4 votes
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