224 results found
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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.
1 vote -
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.
1 vote -
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.
8 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.
6 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.
7 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.
6 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…
6 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.
9 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.)
9 votes -
Filter Designated Grant Recipients
Inside a designated grant with multiple 'recipients', need ability to re-sort alpha order by recipient or payee name instead of the order they were entered. Not user friendly when designated grant record has more than 8, worse when it has 80+ recipients
6 votes -
search on proposal ID in proposal batch
In the Proposal batch "Available Proposals" section the search bar does not accept Proposal IDs. Instead we search on names to find proposals. Please add the ability to use the grid search box in a proposal batch to search on proposal IDs.
2 votes -
Correspondence Templates (editing)
Sent email does not produce the same line spacing as set in the HTML template. I double checked the spacing was 1.0 but it still spaces the address 1.5 which looks goofy. Needs functionality to force it to remain single space.
5 votes -
Toast Notification missing for record open by another user or locked
Seems like a miss when the popups come up for everything else, but it would be useful for a toast notification to let user know that a record (grant, check run, etc.) is open by another user. The only way I figured this out was because all the actions were grayed out in the check run finance tab step.
3 votes -
Add grant characteristics within a batch; multiple characteristics
We'd like to be able to add characteristics (within a grant batch), much like you add workflow steps. Often the same characteristics apply to all but are not reflected on the original proposal record. Efficiency would also be gained if we were allowed to enter multiple characteristics on a grant without having to "save", then "add" and "save" again.
2 votes -
Edit (pencil icon) displays over address - makes it un-usable
In a grant record (EDIT), there is a pencil to select a specific recipient/payee address, however when the address line 1 is really long and goes over the blue pencil, you can't click the pencil. Short term work around is to go into constituent record and change the address but if the USPS verified address suggests to leave it, we are not working with our process (we're manipulating). Need QA ticket filed for engineering to fix.
2 votes
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