73 results found
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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 -
Email Notifications
Incorporate a way to notify staff outside of the system that there are items that need addressed? Historically, our portal use by donors has been very limited, having someone constantly logging in and checking, is helpful but having an email sent to notify of the actions pending would be more productive.
5 votes -
Can you please add a print button to the grant screen ?
Can you please add a print button to the grant screen so we don't have to screenprint? Thank you
1 vote -
Sort Grant History by Date in GE/NXT Cloud
In GE/NXT Cloud the Grant History is sorted newer to older, but Proposal History is sorted older to newer, and you can't sort by columns. Please make this consistent (newer to older) and allow users to sort columns.
12 votes -
Please add the Save & Copy to a grant like there is in Database
Please add the Save and Copy feature to Foundation Cloud like it is in the Database view. Very necessary feature
1 vote -
Import Interfund Transfer Grants
We would like the capability to import interfund transfer grants much the same way that we can import grants using a template that is downloaded, filled out and then uploaded back into FCG.
3 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 -
Search for Grants Using Grant Description
In Foundation Cloud, I can't figure out how to search amongst all grants using the GrantDescription field. Description is not available as a filter, or a column in grants view. You can search in descriptions for grants in Classic in the all grants view. I find this very handy for looking for grants going to a certain program or area to a recipient organization. I see that you can use the “Designation” field for a query. But the conditions are confusing to me: BETWEEN, NOT LIKE, LIKE, IS NULL, IS NOT NULL? What would I use for “contains” if I…
6 votes -
Add notifications for designated/recurring grants
It would be very helpful to have a notification appear in the bell at the top right of the screen in foundation cloud, when a recurring grant is coming due to be created, in the designated grants module. Now, I have to make a note to myself in my calendar every week to go into designated grants and look around for grants that need to be created.
8 votes -
Schedule wizard
why is there not a schedule wizard button on foundation cloud grant payments, like there is one available on ge classic?
11 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 -
Requestor visible and editable in Grant Details screen
The requestor is not visible in the Grant Details screen in Cloud, upon entering new grants. This is problematic, because it seems Cloud assigns a requestor using some sort of unknown default, and this is not always accurate. The requestor was visible and editable in Classic upon entering new grants. Please also make this editable in Cloud.
5 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 -
Allow for a search on an organization's alias or connected Vendor name
For organizations that have different legal names and DBA names, it would be helpful to have a place for an alias that would allow someone to find the record either by it's legal name or it's DBA name.
13 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 -
Option to view or download documents in a grant proposal or final report
When reveiwing a grant application or final report, it would be great to have the option to view or download a document the grantee has uploaded. I usually just want to review the document without downloading. Now the only option is to download.
1 vote -
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).
4 votes -
Safeguards for Save Button (New Grant Generation)
For Foundation Cloud Grants, I ran into the problem twice of having multiple of the same grant generate with unique grant numbers after hitting the Save Button many times. After pressing the save button for the first time, there is delay of 5 to 10 seconds usually between hitting that button and the grant generating so it appears that it is not processing and I hit it again multiple times. However, this clogs up our system with multiple unnecessary grants that need to be deleted later.
Veronica and I met and we were thinking of some safeguards that could be…
5 votes -
Copy grant feature: Lose the recepient info
I was pleased that copying grant requests was added to FDN cloud. But surprised and a little dismayed that the recepient info is copied into the new grant request as well. Also into the payment fields, so, that info needs to be changed as well. Which takes time I'm trying to avoid. Copying grants in GE Classic was great when a fund advisor who does not use Spectrum would give us a list of grant requests we would need to manually enter, all with different recepients and different grant amounts. 99.9% of our fund advisors give to organizations just once…
4 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.
4 votes
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