230 results found
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Fund Admin Role
The Fund Admin Role interacts with any other web user permissions. We have staff members who have personal Donor Advised Funds with us or other fund relationships as a result of their job. We have to create separate constituent accounts to ensure their other web user permissions do not interact with the Fund Admin role and create risk for elevated access to all fund relationships.
I understand that some organizations may want staff to be able to take action of behalf of their fundholders using the Fund Admin role, but this is a risk for us. It would be great…
6 votes -
Web User Data
We would like to be able to report out on portal registrations and usage. For example: of our #X of clients, X% have logged in, X% have made a grant through the portal, X% have used it in the last month. As a new client, it's very frustrating to not have a sense of client adoption of our new portal. There is no way to pull this information through the system.
It would also be helpful to be able to do an audit of web user roles. For example: staff who use the "Fund Admins" web user role - we…
6 votes -
Foundation Cloud Grants - Search
Our RE NXT is set up to use the following name format "John D. Doe" which means all of our constituent records imported in with that format. The inclusion of the middle initial throws off the FCG search and it doesn't find the record if you search "John Doe" and not "John D. Doe" - is it possible to adjust the search functionality to ignore the middle initial? This also throws off the duplicate search in the web processing queue, and when adding constituents.
This should be noted during implementation so other clients don't make the same mistake.
6 votes -
Web Processing Queue - Comments Field
We often have to follow up with folks who have registered for the portal if there isn't a clear connection to a fund relationship. It would be great if there was a space in the web processing queue to make a comments so staff could document their outreach, and other staff could see pending response.
6 votes -
Web Processing Queue Filters
It would be great if you could filter the web processing queue by profile updates vs. pending registrations. This would help us prioritize processing.
5 votes -
Larger and darker font across all software solutions
The font is very small across both FCG and FCCP. Also with the white background, the color should be darker (kind of like it is here on the User Voice).
6 votes -
Add if/then logic for fields within correspondence templates
It would be great if correspondence templates could have if/then logic related to fields. For example, if a certain field (e.g. anonymous) has data (a checkmark), then another field does not appear (e.g. a fund name). Similarly, if Acknowledgement Address fields have data, then they are what populate the letter, but if blank, then the data from another field, such a Requestor Address, could be used.
2 votes -
Insert a Merge Field into a Correspondence template’s name
Add the ability to add merge fields to the name of the file generated by a correspondence template.
Example: Add a recipient's name to the name of the file of generated correspondence by dragging in a merge field.
1 vote -
Implementing the Ability to Support Characteristics
In the designing of grant and scholarship applications, we use Characteristics. Sometimes these characteristic groups can be a very long list. It would be great to have the abilty to sort these characteristics alphabetically or to be able to re-arrange the groups when a characteristic is added. I know that in the application, the group is sorted, but to have the abilty to sort on the back end to check off the list or easily find a characteristic would be very helpful.
1 vote -
Ability to configure system default alerts such as cash available.
We would like the ability to configure system default alerts such as cash available. Currently we cannot edit this alert to fit our business practices.
2 votes -
Paper Fund Statement Mailing Address
Currently our setup to send paper fund statements pulls those constituents based on a RE Custom Field being "yes." It's mailed to their primary address. We have some constituents who would like some of their fund statements mailed to their office (for example if they are the CEO of a nonprofit with a fund) and others mailed to their home (for example their personal Donor Advised fund). Currently we lack the ability to do this. I recommend moving from using an RE Custom Field to something within FCG, allowing designating on a per fund basis what address the statement should…
1 vote -
Approved Constituent or Linked at Online Request level
It would be very helpful to see at the Online Request level, which requests are not linked to a constituent record AND which are linked but require due diligence. This was available in GE Classic with specific columns, but FCG doesn't offer all those same column selections.
9 votes -
Payment level correspondence
Currently, correspondence can only be generated at a grant level. During check run processing, we may want to generate correspondence for a specific payment, but the template only pulls information for the first payment on a grant. Therefore, the correspondence will show the incorrect payment information.
Example - My Grant has two payments. The second payment is put onto a check run and paid, and then we want to send an email to the recipient with the payment information. The first payment information would be sent in the email instead of the second payment information.
5 votes -
Online Request - Automatically open grant
Not sure why this is not part of FCG, when we processed online requests in GE Classic, the grant automatically opened after 'create grant' step. This was a huge time saver, not having to click it and wait 'again' for the population of all the pieces before you can edit areas. We do not edit the 'request' because that holds the integrity of the donor's request. Any change of address, correction in the designation, etc. is done in the grant itself.
7 votes -
Enhanced User Experience - Correspondence/always scrolling up or down
Why does the "Attachments" box have to take up so much space when previewing a correspondence email? Spend a lot of wasted time scrolling down to preview the entire email where we have mail merge fields. Would enhance the user experience if there was far less scrolling up and down all over every function.
8 votes -
Add correspondence (HTML) bcc default email/Outlook
We would like it if Correspondence had a default/configured (internal) bcc for grant/check run emails sent. This would allow us to have access to the emails in Outlook (for team members who do not have FCG permission or use FCG regularly but need to confirm payment details sent to a payee). In addition, we get asked to re-send an email and view in Documents does not have ability to forward; and copy and pasting loses the integrity of the time sent. Outlook has the ability to search/filter quicker than an FCG search by fund, by org by grant.
7 votes -
Risk: Amount field auto-fills
When direct entering a new grant and entering the amount, this previously typed drop-down is a huge risk if the user hovers over and mistakenly click - it will complete the amount as any of those show instead of forcing the user to type it the exact amount. When I noticed and went back to wipe the field clean and started typing, it actually kept the first digit and thereby increasing the amount by $10k. This might just be me, but I don't feel a memory for the amount field is helpful or safe and would like to see the…
7 votes -
Provide the ability to add fonts for Correspondence Templates
In the correspondence support documentation there is an "add new" button under My Fonts in the Correspondence Templates. This button does not appear in production. Please add the ability to add additional fonts in the Correspondence templates. Thanks!
2 votes -
FCG User Experience
In general, FCG seems to have a lot of white space (wasted). The tiles are good sizes but the text within is so tiny, even increasing my screen resolution doesn't help because I run into the problem where fields run off the box. Options could include either enlarging the text within the same size box or condense the wasted white space.
10 votes -
Grant History Filters needed
GE Classic had capability to filter the grant history by any of the column titles and further filter [starts with, contains, etc.] - this functionality is completely missing in FCG and as a user, would be very beneficial. Only option is to export, download and manipulate as Excel spreadsheet. At minimum, some criteria before exporting ALL grant history for a long time fund with high volume granting. Also, does not allow option to select columns, and is missing grant type (DA vs. Transfer, etc.)
10 votes
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