230 results found
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Docket Batch Correspondence - option to email Board Members
Batch Correspondence on a docket is currently for Fund Requestors or for Grant Recipients. Foundations would like the option to email the assigned board members.
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.
4 votes -
Restore Grant History Unlimited Years
A recent update limited the Grant History to a limit of 25 years in Business Rules. Remove this limit. Why not treat it like other parts of FC, where only the first X years are displayed, and the user has to press a button to view all. We shouldn't have to create a query to export to Excel to view the data. We paid for a system that displayed all Grant History, not just the most recent 25 years.
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.
4 votes -
Ability to see Grant approval status within the Check Run
Currently, in order to see if a grant has been voted on and approved (by committee or individuals depending on ORG requirements), you have to complete the following steps:
- go back into the docket
- navigate to the approval tab
- go to the approval submissions tile
- click on the 3 dots next to the approvers name and select "approval submission details" in order to see which grants have been voted on and approved.
This has to be done for each docket that is added to a check run before proceeding with processing. In my specific ORG we could have 5 or…
4 votes - go back into the docket
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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
4 votes -
Synchronize Grant Fund Changes to Payment Fund Components
After grant and payment creation, an FCG user is able to change the funds available on the grant. They can choose to add, update, or remove the Fund from the grant. These actions do not keep Payment Fund Components aligned, however, causing data inconsistencies (A payment fund component could have a fund that is NOT present on the grant).
I would like to see 1 of the following -
Validation during check run processing to ensure all funds present on the grant payment exist on the grant. Do not allow check run processing if a fund is present on the…4 votes -
Add: Correspondence "folders" & better page forward options
To separate/group templates by type (i.e., Deposit Notifications, Award Letters, Award Agreements, Decline Letters, Check Letter, Overdue Notices, Evaluation Reports, Others)
We have 100+ variations of the deposit notification alone and paging forward by just 10 results at a time, means lots of clicks (time gobbler) since these are displayed alphabetically.
4 votes -
Ability to Require Characteristics
Create the ability to require characteristics on records, ideally by grant type (i.e. for a DAF grant, this type of characteristic is required). This would greatly improve our user data entry error/missed fields.
4 votes -
Entire Email Message should show on preview screen
We announce our grant awards to web users via FC's email templates (edited). Auditors request a copy of the award letters and we are unable to produce the entire email message without copy/paste workarounds. We would like to open the correspondence in Grants on the Documents tile and see the entire email (as you do in Outlook), then print if necessary.
4 votes -
Query Export Alternate Options
Add new query export options such as Excel, XML, JSON, PDF etc.
Limiting the only export file option to CSV has created issues relating to the automatic CSV formatting that occurs upon export. Providing alternative options (i.e. XLSX) will provide users with workarounds to potential issues involving data deformation.
Example: Essay questions in applications become broken apart into sections when exported as a query. This is an automatic occurrence that is caused by the formatting of a CSV file. This issue cannot be circumvented, as the only option to export is CSV.
4 votes -
Grant History for Transfers is blank
When viewing Grant History for a grantee or fund, when there is a transfer the Payee/Recipient fields are blank. This is correct, since there are no payee or recipients for transfers, only a Target Fund. When a Transfer shows in the Grant History list, insert Target Fund into the Payee/Recipient Fields. You could also accomplish this by adding Payee and Recipient fields, hidden, to all Transfers, that mirror the Target Fund field.
4 votes -
Evaluate Metrics shown on each Landing Page
The "metrics" shown in the header on the various landing pages (Grants, Constituents, Funds, etc) should be re-evaluated to determine their use. Some are not really helpful, do not apply to everyone's dataset, or are buggy.
Example of a bug: The "Active Funds" metric on the Funds landing page doesn't appear to be correct. There are way more active funds than the number that is shown.
4 votes -
Grants Workflow Improvement (Status Change)
Please configure workflow tasks for Grants to produce a record status change like they do for Proposals and Scholarships.
4 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.
4 votes -
Percent Data Type requires users to enter a decimal value for the percent to display correctly.
Percent Data Type requires users to enter a value between 0 and 1 for a percent to show correctly. i.e. if you enter 0.5 into a percent field it will display 50%. This is confusing for applicants as they are filling out applications.
4 votes -
Sort Check Run Export by Grant number
When on the Finance tab of a Check Run, one of the available steps is to Export Payments to CSV. The grant payments in the exported file appear to be in a random order. Please sort the export by Grant Number.
4 votes -
Make Notes to Staff field visible in the grids on a Check Run
On a grant record, there is a field called "Notes to Staff" in the Grant Details. Fund Advisors can submit information in that field on the Grant Recommendation form if they need to tell our staff something important about their grant or how it is to be processed. In a Check Run, there are two grids that display grants - "Payments on this Check Run" and "Available Grant Payments." In each of these grids, the "Notes to Staff" field is not an available field to display in the grid. This field includes important information from the client, and we need…
4 votes -
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 -
Search for interfund transfer grants by grant number in Cloud
I would like to be able to search for an interfund transfer using its grant number in Cloud. This isn't working in the universal search in Grants. You can find interfund transfers by their grant numbers in Classic.
4 votes
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