217 results found
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Align Amount Fields on Grants
Currently, there are a TON of Amount fields on a Grant record.
Grant - Amount/Adjusted Amount
Fund - Amount/Adjusted Amount
Payment - Amount/Adjusted Amount
Payment Component - Amount/Adjusted AmountThere are times when these fields no longer align, causing discrepancies in reporting. The number of amount fields feels excessive and it is a pain to try to keep them all aligned with each other. Can this be simplified in any way?
2 votes -
Boxes: Size small/light font
Under the Designated Grant Recipient tile, the Active box is so tiny and light, it is incredibly hard to distinguish if checked or not. Would be better with a colored check mark instead of gray.
Same goes for the Constituent summary where any of the following boxes could be checked: Recipient, Payee, Applicant, Requires Fiscal Sponsor, etc.
2 votes -
Check/Invoice numbers should look like hyperlinks
For grant payments, change the formatting for the links to the financial system 1) Invoice and 2) Check look like hyperlinks (blue, bold, something clear). Right now they look like plain text and during testing/training we had multiple users think that there were no links to those financial system transactions on this screen.
2 votes -
Web user screen
In the web user screen can you PLEASE add the Fund tab so that we can view this without having to click inside the donor's name to see what funds they are associated with like in GE classic?
2 votes -
Is there a way to make the font darker in an online grant request and change the bluse to a darker color?
Is there a way to make the font darker in an online grant request and change the bluse to a darker color?
2 votes -
Make App Groups or Review Groups with Scores Exportable from those Pages
To pull scores more easily, make app group tiles exportable. It would be great to pull the applicants' names, reviewers' names, and reviewers' scores. This would be easier than pulling a query and would not have to ask for a custom query anytime reviewers scores by fund or addendum were needed.
2 votes -
Add profile/custom fields to funds/constituent records so they also can be inherited
We think custom fields aka profile fields should also be on Fund and Constituent records. This way those records could have more robust data and then those fields could also be inherited by grant or proposal records, the way that characteristics are.
2 votes -
Permit us to access our data from PowerBI
We would like to access our FC data directly in Microsoft PowerBI using a connector, like Blackbaud has. https://github.com/blackbaud/powerbi-connector
This would permit us to bring our RE, FE, and FC data into one reporting tool, since RE and FE data can already be accessed.
2 votes -
Docket Approval vs Declined
Board Members can be added to Dockets to provide approvals. However, they could decline their approval. FCG considers any submission an "approval", so even "denied" approvals make it look like the docket has been approved. Please enhance Dockets to take into consideration the approval status.
2 votes -
"Copy To" from Grant batch to allow other grant payments besides the first
When utilizing the “Copy To” feature on Grant Batches, the 1st payment on the grant is always being used. In some use cases, we may want to use other payments on the grant outside of the 1st.
2 votes -
Inherit Characteristic workflows are confusing
If the “Inherit characteristics” for grants boxes are checked in Business Rules, regardless if the user checks the “Inherit Characteristics from Fund” or “Inherit Characteristics from Recipient” when creating a grant from a proposal, the created grant will always inherit characteristics. This is confusing as if I don’t check them, I would think characteristics would not be inherited.
2 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 -
web portal users
in database view you can go to all web users and be able to view on that screen what funds they are appoved to either view or be a fund advisor. in NXT there is no choice to show the fund on that page. can you please add "fund" so we can see this without having to open the fund itself each time. thanks
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 -
pie chart
It would be ideal to be able to customize what data shows in the pie chart maybe by fund, or at least by active funds.
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 -
If you do search for the constituent and they are in the CRM, you can select them. However, if you select the constituent from the CRM, any
There are a few odd things about adding a constituent that we would request be reviewed.
When processing a new fund request, when searching for a constituent that IS located in the CRM you can select them, but any new data that was provided in the request (new address, phone numbers, email addresses) are not stored or added to the existing record in the CRM and therefor is lost unless recorded manually prior to selecting the existing record. This information should be transferred over.
If a constituent is NOT present in the CRM there is a button to add them…
2 votes -
When processing the New Fund Request, you can choose to look the advisors up in the CRM or create them as a constituent in the CRM. Obviousl
When processing the New Fund Request, you can choose to look the advisors up in the CRM or create them as a constituent in the CRM. Obviously, the best practice is to always look the constituent up first. When you click on the Lookup link, you are required to enter the constituent’s information to look them up. This should automatically populate with the data already entered by the client in the fund request. We should not be rekeying this data.
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
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