152 results found
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Add payment type when creating grant
Add payment type to "grant details" fields for creating a new grant, and to "process grant requests" fields for creating a grant from an online request (including when creating multiple grants at once). It is just as essential as other payment-related fields.
3 votes -
Add ability to pull in Comments in Grid or Query
Need to pull in Internal Staff Comments information into the grid view under Proposal Web Applications.
Comments is a viewable option but only when you open the application.
Staff needs to leave comments for each other in the Comments Tile in Foundation Cloud Grants. Unfortunately, the comments aren't appearing in the grid view under Proposal Web Applications.
Unfortunately, the comments aren't appearing in the query either.
3 votes -
Please add a Justify formatting feature in the HTML Editor
While creating and formatting web applications, there is no option to Justify a line of text or field.
3 votes -
Add "Today's Date" as a Merge Field/Query Field for Grant Correspondence
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?
3 votes -
Ability to search by ID in Designated Grants area
I would like the designated grant ID to be a searchable field
3 votes -
Status field to be added to list of available fields in Designated Grants area
I would like to request that the "Status" code be added to the available fields in the designated grants module.
3 votes -
Spectrum pulls end-dated grantees
Constituents who have an end date on the "grantee" constituency still appear in a Spectrum search for grantees.
Can we have this fixed please so end-dated grantees do not appear in a recipient search?
3 votes -
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 -
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 -
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 -
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 -
Hide Inactive Online Applications
On the Online Apps landing page, you are able to search for an online app which helps navigating the list a bit, but it would be nice to have an additional (optional) filter to hide closed online applications since those won't likely be managed anymore (so we don't need to see them in the list anymore).
2 votes -
Add an Activity Log for Submitted Applications
Add an activity log on submitted application pages where you can see activity on the app and by whom. Examples - Application Submission, Application Changes, new file uploaded, documents generated, application was scored, etc.
2 votes -
Single Sign On
Implement single sign on across Foundation Cloud products so we can use Microsoft/Google/others to use FCG.
2 votes -
Sync secondary phone number to CRM
In Foundation Cloud Community Portal (FFCP) a client can enter a primary phone number and a secondary phone number. You can see that information in the Web Processing Queue when a new client registers for the portal or when an existing client updates their information. When the client's information is updated/synced to the CRM, only the primary phone number is syncing over. The secondary phone number is not added. It is lost, and there is no indication to our staff users that this information was not added to the constituent record.
Please correct the sync functionality to bring over the…
2 votes -
Allow users to save a DRAFT of a grant in FCG when entering grants manually.
In FCG, when staff are adding a grant manually, allow them to save a draft of it without filling in required fields. This is a function that exists in classic GE and is extremely helpful. We need this in FCG as well.
2 votes -
Naming Conventions
The naming of items across FCG/FCCP needs to be standardized.
Some examples:
Fund Advisors are labelled as "Requestors" in FCG.
"Opportunities" in FCCP are "Proposals" in FCG.
On Constituent records, the "Contacts" tile are actually Relationships.2 votes -
Stop a manual sync
Please add the option to stop/terminate a manual data sync. If a user creates a sync with the wrong parameters, they have to wait for it to complete before they can run the correct sync. This is a problem if a wrong year was used, which would result in having to wait an extended amount of time for an unnecessary sync.
2 votes
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