12 results found
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Add Designation Field Columns to Grant Summary Screen
In the Grants summary grid in Foundation Cloud, designation fields are not currently listed in the available columns list.
Can Check Designation and Report Designation be added to the "choose columns" list here so they can be viewable in the summary grid without having to open each record?
15 votes -
Keep Filter Settings
Under Online Apps, if a user sets filters but then opens the web app, the filters go away when they return to the grid view. Keep the filter settings so the user can toggle between applications as they need, instead of having to reset the filter every time.
13 votes -
Return to search
After creating a search for Grants or Proposals and opening one of the grants/proposals, I would like to be able to return to my search and be able to open another grant in the search.
10 votes -
New function to delete empty checkruns
If a checkrun doesn’t have any payments or any processing logs, users should be able to delete it. There needs to be a new User Permission around this. Only authorized users can do this.
10 votes -
Add a column to Grants Table for Interfund Target Funds
When looking at the Grants page (in GE, go to the Grants menu > select Grants > scroll down to the table and add Target Fund Name to list of available columns. Currently only TargetFundID is available to add to the table, which isn't a helpful field. The Recipient Field is blank for Interfund transactions, so some kind of identifying field for Interfunds would be very helpful.
4 votes -
Add Fund Available Balance to the Grant screen and Interfund grant screen in GENXT
We would like to add the cash balance (cash available) to the Grant Screen and the Interfund Grant Screen, currently the fund balance available is only able to be seen on the fund record.
Grants > Grant > Open a Grant or interfund transfer > Cash Balance (Cash Available) not visible on Grant record.
7 votes -
Filter by Date of Designated Grant's next due date
Under Grants, "Designated Grants", need to be able to FILTER by "Scheduled Date". We pay recurring grants each Wednesday. Filter feature only says "Overdue", "Due this month", "Due next month". GE database allows for filtering by "Next Scheduled date" to process designated grants each week.
5 votes -
Show/Allow Comments on Grant Request
On Online Grant Requests in GE Classic, there is a tab where staff can enter comments directly on the request. Those comments are not visible anywhere in Foundation Cloud Grants. Please make them visible. Additionally, when using FCG, you cannot add new comments. Please add this functionality to FCG.
4 votes -
Cash Available Balance Added to Grant Detail Report
Can we please add the Cash Available Balance to the Grant Details Report? Thank you!
5 votes -
Add ability to search by Designated Grant ID
When on the Designated Grants page in GENXT, you cannot search by the designated grant ID number in the "Find in this list" box. When you type the ID number in and hit enter, there are no results found.
Please add functionality so that the grants may be searched by ID.
4 votes -
Percent Data Type Requires Decimal Input
Percent data type should automatically change the inputted number into a percent. Meaning if I put in 10 it should change it to 10% not 1000%. If the prompt of a question asks for a percent, people aren't going to think its asking for the percent in decimal form.
1 vote -
Add Type /Role of constituent to correspondence email
When starting individual email correspondence (grant, constituent, applicant, etc.) available emails are pulled into the TO: link to choose from. I suggest we add the type associated with the person/email so at a glance the grant processer can select the email address associated to a Donor or Fund Advisor without looking up who the email belongs to.
2 votes
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