73 results found
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Grants Grid columns should all be available as filters
Recommend updating the grants (& other FCG Grids) so that any column can also be a filter. For example, on the Grands Grid you have a column for the Fund Number but you cannot filter by fund number. This should work like it does in RE/FE NXT Lists where filters and columns are all equally available.
5 votes -
Auto Rounding on Designated Grants Recipient Amounts
FCG only rounds 2 decimal places when dividing percentage among multiple recipients. i.e. if you have a designated grant set to distribute 5% of the cash available by 3 recipients, and assign each recipient 33.33%, FCG does not recognize these figures as totaling 100% because it rounds to only two decimal places. If you increase 1 recipient percentage to 33.34%, FCG will let you generate grants, however the grant amounts are not equal. The only workaround for this it to calculate 5% of cash available outside of the system and set the designated grant calculation to total amount for all…
5 votes -
Create Constituent Button
When an Online Grant Request is entered for a constituent that doesn't exist we must add the constituent. When we open the Grant Request Details there is a button "Create Constituent." If that button is clicked it creates the RE constituent record but SyncHarmony won't add a new FE Vendor record. Support, via SUPP-9839, said we need to click into the recipient field and click the "Create new RENXT Constituent" button. Why have two different buttons that both create the constituent? Both buttons should do the same thing.
2 votes -
NTEE Condensed List - Characteristics
Select a Characteristic Code list would be helpful if there can be an option to condense to the first alpha level and user not having to scroll down through hundreds (i.e., A01, A02, A03 to get to R)
3 votes -
We would like to have the Grant details section to have two boxes for Anonymous grants, to mimic what is currently on the grant details page
We would like to have the Grant details section to have two boxes for Anonymous grants, A box to specify if the fund id anonymous and a box for if the donor is anonymous.
Currently the grant details section only has a box to specify it is anonymous, but it doesn’t break it down. The Grant Recommendation page currently has this option.
It would be more efficient to have both boxes also present on the Grant details page.9 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?
3 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.
3 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 -
Media Name Field
+Add Media has no field to describe attachment. Our file naming convention is driven by our retention policy and does not include the description. If I want to specify that the attachment is the 'request' or 'school change', 'stop payment',etc. and this would be a huge benefit if someone has to review and open multiple attachments to find the one, rather than being able to tell which is which.
2 votes -
Import from Documents: Correspondence functionality NOT CLEAN
I did a lot of correspondence templates, and request you revisit the functionality of the "Import from Document". It appears correct, but it doesn't produce a clean copy (Source) and has lots of extra coding which seems to cause spacing problems (soft return vs. hard return). I cannot get a single line return; it is always 1 1/2 which is not the desired look for an address which you want stacked and not large spaces between. The work around I found is not to use the Import from Document function, but to copy and paste the Document format into the…
2 votes -
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 -
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.
3 votes -
Add Manager or Owner name to the Grants grid in FCG
Please add Manager or Owner name to the Grants Grid, there is only Manager ID so we have to do an external VLOOKUP with an export from All Users to get a manager/owner name.
1 vote -
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 -
Fund record - Requestors tab - Add a DEFAULT checkbox to Requestors so we can pick the one that should default into the grant.
Currently, whichever fund requestor was added to the fund FIRST (chronologically) defaults into the grant. This is not acceptable because fund requestors change, and there can be multiple. We need a way to control which fund requestor is going to default into a grant.
6 votes -
Allow ability to select Grant Type through Designated Grants
When generated grants from a Designated Grant, it always creates a standard grant. The dropdown of Grant Types when adding a recipient consists only of Standard Grant Types.
Can this be enhanced to allow you to pick a Scholarship Grant type?
1 vote -
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 -
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.
30 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 -
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
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