Skip to content

Foundation Cloud Grants

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

230 results found

  1. 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.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  2. On some screens with a record grid, a default filter loads every time you visit the screen. For example, in a Check Run, the "Available Grant Payments" grid defaults to grants with a status of "REQUEST." Please make all filter defaults configurable. All of our grants are going onto check runs are coming from the DOCKET_BATCHED status. We want to make that the default status filter on the Check Run, but this is not currently an option.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Settings  ·  Admin →
  3. The dashboard (including pie chart and bar graph) is irrelevant to the work I need to do in the Grants page. Yet there it is taking up the entire screen, so that every single time I access the page, I need to scroll past it in order to get to the grants data. Please either make the dashboard hideable (preferably with a default that can be set to hide it) or move it elsewhere.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Backlog  ·  0 comments  ·  Grants  ·  Admin →
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  5. "Clear" option would be incredibly time saving rather than having to use mouse to highlight and delete the search box or quick find. This was a time gobbler for me in GE Classic as well.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  6. Add links to open RE/FE NXT (CRM/Financial) at the top toolbar, right next to the connect/disconnect items

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  7. Addresses with the "Do Not Mail" flag do not sync into FCG. It is possible we would need to mail a check from FCG without soliciting in RE.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  8. 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.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    In Review  ·  0 comments  ·  Other  ·  Admin →
  9. It would be very helpful to have a notification appear in the bell at the top right of the screen in foundation cloud, when a recurring grant is coming due to be created, in the designated grants module. Now, I have to make a note to myself in my calendar every week to go into designated grants and look around for grants that need to be created.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  10. 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.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  11. On all other screens with a grid of information, you can select the columns you want visible, filter the grid, and export the grid information. This would be helpful on the Manage User screen as well. For example, you could filter out inactive user accounts of employees who are no longer at your organization. You could export active users and their Role for an auditor who needs system access reports.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    In Review  ·  0 comments  ·  Settings  ·  Admin →
  12. Product enhancement request: would you please extend the timeout length for both Foundation Cloud Grants (FCG) and Foundation Cloud Community Portal (FCCP). applications, it is much too short. If there is no restriction on NPact’s side, I request the timeout times be set at 45 minutes.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  16. 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

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  17. Grant History export missing critical field = the designation.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Grants  ·  Admin →
  18. 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.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
  19. I was wondering how could I go about adding "Today's Date" as a query field/merge field in our grant correspondence because it appears that only database fields are being pulled for correspondence. Currently, we do not have a database field that functions as such but we want our correspondence contain the day that we generated them as the date listed on the letters. Would it be possible to add "Today's Date" as a field in either Foundation Cloud or GE Classic?

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
  20. We need default correspondence templates, like grant transmittal letters.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    In Review  ·  0 comments  ·  Admin →
  • Don't see your idea?