152 results found
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Make Proposal Title a field available in Check Designation Configuration
For grants that are generated from proposal, I would like to have the proposal title in the Check Designation Configuration.
We often have multiple grants for a single organization. Having Proposal Title in the Check Designation would be very helpful. We currently have to run agreement merges from the proposal because the Title is not available on the Grant record.3 votes -
Grant Payment Type determined by Payment Default on the GL Vendor Record
When creating a check batch in FCG, have the option to let the Default Payment Type on the GL vendor record determine invoice payment type.
We have EFT info for some of our recipients, but not all, so having to select the payment type in FGC takes extra work (looking up default payment method in FE) to make sure payment type is set correctly.2 votes -
MFA verification code via email
On portal and cloud
2 votes -
Time Zones Should Be Clear in Timestamps
When looking at a submitted proposal application, it shows the time they were submitted but doesn't say which time zone. Through testing I found that the timestamp was in Central Time. There should be a way to change the time zone to reflect where the organization hosting the applications is based, not where the server is hosted. If this cannot be done, then the CT should be added to the timestamps to make clear which time zone is reflected in the timestamps.
2 votes -
Uploading Constituent Documents outside of Proposal/Grant
I would like to be able to upload a document (such as a 501(c)3 letter) to a constituent's record. Right now, I believe we have to wait until a proposal or grant is created.
7 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…
2 votes -
Workflow Modifications
In Workflow, if you have a large number of grants to approve, you have to return to the notification icon at the top of the page each time in order to be taken back to the list to keep approving. This is time consuming when you have a lot to get through. If we could set it up so you can move from one request to the next, that would save a lot of time!
3 votes -
Delete Option in Field Builder
Add delete option in field builder. Right now there is only the ability to delete a field in layout view, but it should be available to do in field builder too.
2 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 -
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 -
Ability to Delete Email Correspondence
When testing the email capabilities from a grant in correspondence you do not have the option to delete an email. We would like the ability to delete.
3 votes -
Implement a more capable correspondence editor
The current HTML-based correspondence editor is missing many key features we need to generate documents that align with our print standards. We need to be able to add headers\footers, justify text blocks, and generally need the basic features of a rich text editor that aren't available in the current editor. If the current editor would even allow us to apply a custom stylesheet with media settings, that would be a step, but the current editor does not meet our needs.
26 votes -
Schedule wizard
why is there not a schedule wizard button on foundation cloud grant payments, like there is one available on ge classic?
9 votes -
Web Processing Queue- To filter by Roles
To be able to filter by roles (review, relief applicant, scholarship applicant) on the Web Portal Processing Queue without having to open each individual record.
5 votesIn Review ·
AdminAnonymous
(Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Reviewing it with the technical team.
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Add Web User information to Constituent Query
Add Web User information to Constituent Query. Foundation Cloud Grant constituent records have a Web User tile with information that would be nice to get in an constituent list or query. Similarly Foundation Cloud Community Portal has list of "Manage Web Users" list, but with limited/missing fields from the constituent record
1 vote -
Add Align Button to Layout Editor
Adding a button so that text can be centered, aligned left or right with ease. Currently alignment can only be done in HTLM editor but it should be able to be done in the editor screen (the applies to the cloud and portal text editor).
4 votes -
Annual summary
Add to the "All-In-One" section of a fund, a new tab showing annual summary of gifts and grants for a fund. For an example, see FIMS's Fund Summary tab. It is a chart, by year, showing the largest gift, total gifts, largest grant, total grants. It helps staff see in one place how a fund has grown and granted out year by year.
1 vote -
Make recurring grant start & end dates visible on Online Grant Request
In GE Classic, we can open a processed Online Grant Request that established a recurring (designated) grant record and view the start date and end date that the fund advisor originally submitted. However, when we open the same request in FCG, we cannot see those dates. We can only see the checkbox indicating the request was for recurring payments and the frequency. Please make the start & end dates visible on the Online Grant Request record in FCG as well. This is information we have to refer back to often.
6 votes -
Add "Quorum Met" column to check run grid
When selecting Grants to go onto a Check Run in GE Classic, we review the QuorumMet field. This field indicates to us if the grant was approved by the committee (ALL of our Grants must be approved). Only grants with a QuorumMet equal to Yes can go onto a Check Run and be paid. However, the QuorumMet field is not available in FCG. Please make this field/column available as soon as possible.
4 votes -
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…
8 votes
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