217 results found
-
Save and Copy Queries in Cloud
I would really like to be able to save and copy queries in Cloud as we are able to in Classic. I like the ability to create similar queries, for example, for each of our organizations that have funds with us, instead of having to create each one from scratch.
4 votes -
Requestor visible and editable in Grant Details screen
The requestor is not visible in the Grant Details screen in Cloud, upon entering new grants. This is problematic, because it seems Cloud assigns a requestor using some sort of unknown default, and this is not always accurate. The requestor was visible and editable in Classic upon entering new grants. Please also make this editable in Cloud.
4 votes -
Copy grant feature: Lose the recepient info
I was pleased that copying grant requests was added to FDN cloud. But surprised and a little dismayed that the recepient info is copied into the new grant request as well. Also into the payment fields, so, that info needs to be changed as well. Which takes time I'm trying to avoid. Copying grants in GE Classic was great when a fund advisor who does not use Spectrum would give us a list of grant requests we would need to manually enter, all with different recepients and different grant amounts. 99.9% of our fund advisors give to organizations just once…
4 votes -
Characteristics available as a field in Constituent-based queries
We'd really like to have characteristics available as a field for constituent-based queries. Currently I can only find them in grant-based queries. For example, we are putting a characteristic on the constituent record for recepient organizations that have requested grants by EFT instead of check (this is a work-around for the lack of ability to set payment defaults in individual constituent records in GE, or even better, have them connect to the defaults set in FE; there is another post here on UserVoice about this issue). So, we would like to be able to run a report to see which…
4 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…
4 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!
4 votes -
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.
4 votes -
Expire NEW Web Applications
We can only expire web applications that have the CREATED status. We'd like to also be able to expire web applications that have the NEW status since they do not contain any information and are essentially blank. Right now, we only have the option of declining applications that are NEW. We expire applications once our application cycle has closed and we are no longer accepting applications. We don't want to decline these applications that are not valid.
4 votes -
Bulk Media Upload in Grant Batch
We'd like the ability to upload media in batch to a grant batch. For example, uploading the grant docket that approved the grant batch via a "Batch Media Upload" so that each grant has the same document.
4 votes -
Clarify selecting ideas in this forum
I got the same grants to vote on when I clicked "hot," "top," and "new." Please make these choices make some kind of sense.
4 votes -
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.
4 votes -
Proposal Workflow - Use Batch to Change Task Due Date
We would like to the option to use Batches to change workflow due dates specifically for Supplemental Pages.
4 votes -
Audit Trail for Fund Investment Changes
When a spectrum fundholder requests a change in fund investment strategy, or when a GE user manually changes a fund investment strategy, we need to log the change. Foundations sometimes need this ["History"] for legal reasons.
We need to insert a new record into the GRActivityLog table for the change, and we need to reenable the “Activity Log” section of the “Properties” tile on the GENXT fund record screen.
4 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.
4 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.
4 votes -
Charity Check enhancements
- Make accepted org types list configurable
- Review whether we are downloading the OFAC list (terrorists) and using it
- Implement multiple Research links for constituents (not just GuideStar, but CharityNavigator and LexusNexus, etc.
4 votes -
Add the option to Save and Copy to the grant screen
In the classic view, I can save and copy a grant, which saves me time if I have many grants from the same fund, etc. It's a small down arrow next to the Save and Close button in Classic. I am using GENxT and that option is not available.
REQUEST: Add the option to Save and Copy to the grant screen. Or some form of Copying a grant.
4 votes -
Generated Correspondence Editing Saves
When creating correspondence documents in GE NXT, the document generates which then allows the user to edit the document. However, these edits do not save on the grant record, it still shows the original generated document.
This differs from the Classic functionality where the edited document saves on the record.
4 votes -
More than 1 address line needed
Currently the Recipient address field only supports one address line. If you have a recipient that requires two address lines, these lines run together as one. This makes the address look off when letters are generated.
RE, while it only has 1 address box, that box is large enough and editable, so you can format the address to have 2 lines and to display correctly. We request that NPact add a 2nd address line or format it address field to behave similarly to RE.
3 votes -
Please add another choice to the online grant request screen filter to be able to look at created and submitted grants at the same t time
can you please add another filter to the online grant request screen to be able to view the status of more that one at the same time. Need created and submitted grants to both pull up together. Thanks
3 votes
- Don't see your idea?