217 results found
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Expire NEW Web Applications
We can only expire web applications that have the CREATED status. We'd like to also be able to expire web applications that have the NEW status since they do not contain any information and are essentially blank. Right now, we only have the option of declining applications that are NEW. We expire applications once our application cycle has closed and we are no longer accepting applications. We don't want to decline these applications that are not valid.
4 votes -
Anything to make fund statements easier to download
It took me 6.5 hours to download our fund statements (never mind the printing, sorting, and mailing). This has been a constant issue and we have gotten nothing resolved.
2 votes -
Add the ability to add Media attachments for fund records
Add the ability to add media attachments to fund records in GE
5 votes -
NTEE codes in from Charity Evaluator
Is there a way to bring in the NTEE codes from Charity Evaluator?
Feature Request: Surface the NTEE codes that Charity Evaluator pulls when checking for validity. We would like to see what the IRS is showing for these codes.
5 votes -
Add the option to Save and Copy to the grant screen
In the classic view, I can save and copy a grant, which saves me time if I have many grants from the same fund, etc. It's a small down arrow next to the Save and Close button in Classic. I am using GENxT and that option is not available.
REQUEST: Add the option to Save and Copy to the grant screen. Or some form of Copying a grant.
4 votes -
Docket Batch Correspondence - option to email Board Members
Batch Correspondence on a docket is currently for Fund Requestors or for Grant Recipients. Foundations would like the option to email the assigned board members.
5 votes -
Enforce record count settings on Designated Grants page
In the system settings, you are able to set a record count limit for each page to control how many records load by default when you visit the page. Currently, the record count limit selected for the Designated Grants page does not actually control that page. The Designated grants page is set up in a paginated way where it only shows you 10 grants at a time, and you have to use the navigation tools at the bottom of the page (arrows & page numbers) to scroll through to see all of your designated grants. Please remove that navigation control…
3 votes -
Bulk Media Upload in Grant Batch
We'd like the ability to upload media in batch to a grant batch. For example, uploading the grant docket that approved the grant batch via a "Batch Media Upload" so that each grant has the same document.
4 votes -
Clarify selecting ideas in this forum
I got the same grants to vote on when I clicked "hot," "top," and "new." Please make these choices make some kind of sense.
4 votes -
Proposal Workflow - Use Batch to Change Task Due Date
We would like to the option to use Batches to change workflow due dates specifically for Supplemental Pages.
4 votes -
Audit Trail for Fund Investment Changes
When a spectrum fundholder requests a change in fund investment strategy, or when a GE user manually changes a fund investment strategy, we need to log the change. Foundations sometimes need this ["History"] for legal reasons.
We need to insert a new record into the GRActivityLog table for the change, and we need to reenable the “Activity Log” section of the “Properties” tile on the GENXT fund record screen.
4 votes -
Add ability to pull in Comments in Grid or Query
Need to pull in Internal Staff Comments information into the grid view under Proposal Web Applications.
Comments is a viewable option but only when you open the application.
Staff needs to leave comments for each other in the Comments Tile in Foundation Cloud Grants. Unfortunately, the comments aren't appearing in the grid view under Proposal Web Applications.
Unfortunately, the comments aren't appearing in the query either.
4 votes -
Status field to be added to list of available fields in Designated Grants area
I would like to request that the "Status" code be added to the available fields in the designated grants module.
4 votes -
Charity Check enhancements
- Make accepted org types list configurable
- Review whether we are downloading the OFAC list (terrorists) and using it
- Implement multiple Research links for constituents (not just GuideStar, but CharityNavigator and LexusNexus, etc.
4 votes -
Generated Correspondence Editing Saves
When creating correspondence documents in GE NXT, the document generates which then allows the user to edit the document. However, these edits do not save on the grant record, it still shows the original generated document.
This differs from the Classic functionality where the edited document saves on the record.
4 votes -
Constituent
We would like to see a list of online applications submitted by the constituent on their constituent record
3 votes -
Add a new query table for grant queries that surfaces the acknowledgement data from the Fund
We need a new query table for grant queries that lists the acknowledgement from the Fund. Not all grants start on the portal. As it is currently, the query view is leveraging acknowledgement details from the online grant request. That makes it difficult to use correspondence templates on grant records that did not start from a request form. Please, make available the Default Acknowledgment Letter Addressee data fields, which are located on the fund tile from within a grant record.
3 votes -
Query area improvements: ability search query names, see who created query in the grid, and edit queries from the individual query screen.
Add a search feature for the query screen (to search for query names). See in grid the user who created the query and what query "focus" it is. Add button to edit a query after you are already on an individual query screen (edit button currently only available when you're on the full query grid).
3 votes -
Remove "spinning wheel" from overlapping the search box while you're typing in a search item.
When typing in a search term (grant/constituent/etc.) the "spinning wheel" as FC is retrieving results can obscure what you're typing as it shows up directly over the search box.
2 votes -
Auto-populate Search with Last Name
In the Web Processing Queue, in the Web User Information screen, when using the Possible Duplicates-->Lookup, the system automatically populates the Constituent Search-->Name field with both the first and last name the web user entered into the Web User Information fields. However, this leads to not catching possible duplicates because of nicknames or middle initials. I would suggest only populating the field with the last name to catch more duplicates and have cleaner data.
1 vote
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