19 results found
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Implement a more capable correspondence editor
The current HTML-based correspondence editor is missing many key features we need to generate documents that align with our print standards. We need to be able to add headers\footers, justify text blocks, and generally need the basic features of a rich text editor that aren't available in the current editor. If the current editor would even allow us to apply a custom stylesheet with media settings, that would be a step, but the current editor does not meet our needs.
26 votes -
Link Proposal # in GE/NXT Cloud
In Classic GE the proposal number has a link to the proposal. In GE/NXT Cloud, the link is in the proposal title which is an optional text field that has not been used consistently. Please link the proposal number instead of the proposal title.
5 votes -
Notifications are currently static but need to be dynamic
In the top, right-hand corner of FCG, there is a bell-shaped notifications icon that lists a count of items needing attention. These notifications are currently static and only refresh when a user logs completely out of FCG and back in. For example, if the notifications list that there is a new Online Grant Request to process and you process that request, the notification still remains. If you continue on working in the system and later look at the notifications, it appears as if there is another new Online Grant Request waiting to be processed. However, when you visit the Online…
12 votes -
Proposal Workflow - Setting Due Date
We want the option when creating the workflow to set the actual dates rather than counting the days or at least add the option to add a date.
10 votes -
Allow page refreshes and multiple tabs of Foundation Cloud Portal to be open simultaneously
Ease of use: allow a user to refresh their screen without being kicked off/having to immediately log back in. Allow multiple tabs of FC to be open simultaneously on a browser.
10 votes -
Web Processing Queue- To filter by Roles
To be able to filter by roles (review, relief applicant, scholarship applicant) on the Web Portal Processing Queue without having to open each individual record.
5 votesIn Review ·
AdminAnonymous
(Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Reviewing it with the technical team.
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EIN for Past Grants
We would like the option to either 1) be able to edit the EIN of past grants or 2) have the system pull EIN based on up to date data (not hardcoded/static data).
2 votes -
DES Grant Recipient % are rounded to the whole number
In a DES Grant record, the Recipient Tile rounds the values to whole numbers, thereby masking the actual percentage by recipient value when the % has decimal places.
2 votes -
Grant Payment Type determined by Payment Default on the GL Vendor Record
When creating a check batch in FCG, have the option to let the Default Payment Type on the GL vendor record determine invoice payment type.
We have EFT info for some of our recipients, but not all, so having to select the payment type in FGC takes extra work (looking up default payment method in FE) to make sure payment type is set correctly.2 votes -
Stay Logged in Reminder
If inactive for awhile in Foundation Cloud Grants, the CRM and Finance System connection turns from connected to unconnected. If/When that happens we loose the ability to do certain things in Foundation Cloud Grants (e.g. save queries being built). Before getting timed out, it would be great if there was a pop up saying "are you still working" or "do you want to stay connected" or something that lets us not lose progress. Right now we have to refresh Cloud Grants to re-establish connections and redo work(or filters)
8 votes -
On the Manage Users screen, add the common grid functions of column selection, filters, and export.
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.
7 votes -
Relabel/add requestor fields to grant-related screens in GENXT
On the Online Grant Requests screen in GENXT, the name of the person who submitted the grant request is labeled as the "Donor Name." This person is not making a donation and may or may not have ever made a donation to the fund they advise. In other fields throughout the system, this person is referred to as the "Requestor." Please relabel the field name on the Online Grant Requests screen to "Requestor Name" as well.
On the Grants screen, only the RequestorID field is available. Please add the Requestor Name field as well.
On the Designated Grants screen, there…
8 votes -
Delete Option in Field Builder
Add delete option in field builder. Right now there is only the ability to delete a field in layout view, but it should be available to do in field builder too.
2 votes -
Out of the box correspondence templates
We need default correspondence templates, like grant transmittal letters.
7 votes -
Add the ability to add Media attachments for fund records
Add the ability to add media attachments to fund records in GE
5 votes -
Add columns to Designated Grants screen in GENXT
There are fields present on the Designated Grants screen in GE Classic which we rely on for processing that are not available on the Designated Grants screen in GENXT. They are the Recipient Name field and the Status field. Please add these options as columns and filterable fields.
4 votes -
Auto-populate Search with Last Name
In the Web Processing Queue, in the Web User Information screen, when using the Possible Duplicates-->Lookup, the system automatically populates the Constituent Search-->Name field with both the first and last name the web user entered into the Web User Information fields. However, this leads to not catching possible duplicates because of nicknames or middle initials. I would suggest only populating the field with the last name to catch more duplicates and have cleaner data.
1 vote -
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
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