152 results found
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Recurring Grants
Recurring grants to automatically pull into the Grant Batch each month when they are scheduled to be paid. This would still allow the user to vet the organization before it is set to invoicing.
1 vote -
Grant History for Transfers is blank
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.
1 vote -
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 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 -
Move Queries to Different Folders
We would like the ability to move created queries to different subfolders within FCG so that we can manage them more effectively. Currently, this functionality is only available in GE Classic as a drag and drop but cannot be done similarly in FCG.
4 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
1 vote -
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 -
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 -
SourceCRAccountCode and SourceDRAccountCode should populate in the dashboard columns for check runs for standard grants
When reviewing a check batch for processing, it's important to verify that the account codes are correct. It would be very helpful and save so much time if the SourceCRAccountCode and SourceDRAccountCode would populate in the dashboard columns for check runs for standard grants. This way the codes could be checked without having to open each individual grant.
2 votes -
To be able to search by check # on FC under grants
To be able to search by check # on FC under grants
3 votes -
pie chart
It would be ideal to be able to customize what data shows in the pie chart maybe by fund, or at least by active funds.
1 vote -
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 -
We would like to have the Grant details section to have two boxes for Anonymous grants, to mimic what is currently on the grant details page
We would like to have the Grant details section to have two boxes for Anonymous grants, A box to specify if the fund id anonymous and a box for if the donor is anonymous.
Currently the grant details section only has a box to specify it is anonymous, but it doesn’t break it down. The Grant Recommendation page currently has this option.
It would be more efficient to have both boxes also present on the Grant details page.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 -
Search - Remove requirement to have middle initial in name
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.
2 votes -
Evaluate Metrics shown on each Landing Page
The "metrics" shown in the header on the various landing pages (Grants, Constituents, Funds, etc) should be re-evaluated to determine their use. Some are not really helpful, do not apply to everyone's dataset, or are buggy.
Example of a bug: The "Active Funds" metric on the Funds landing page doesn't appear to be correct. There are way more active funds than the number that is shown.
3 votes -
Grants Workflow Improvement (Status Change)
Please configure workflow tasks for Grants to produce a record status change like they do for Proposals and Scholarships.
1 vote -
Fund record - Requestors tab - Add a DEFAULT checkbox to Requestors so we can pick the one that should default into the grant.
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.
2 votes -
Test
This is a new request!
1 voteIn Development ·
AdminAnonymous
(Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
test123
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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
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