71 results found
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Make Proposal Title a field available in Check Designation Configuration
For grants that are generated from proposal, I would like to have the proposal title in the Check Designation Configuration.
We often have multiple grants for a single organization. Having Proposal Title in the Check Designation would be very helpful. We currently have to run agreement merges from the proposal because the Title is not available on the Grant record.3 votes -
Allow the option to Inherit Grant Characteristics from Payees, instead of from recipients
Currently the only option for inheriting characteristics is from the recipient. Please allow an alternate option of from the payee. The example would be a scholarship, where the student is the recipient and the university is the payee. If we inherit the NTEE code from the recipient, it's a student, so that doesn't work. If we inherit the NTEE code from the payee, it would be the University, which is correct. The option of Recipient or Payee is a decision each customer should be able to make in Business Rules.
2 votes -
Hide dashboard
The dashboard (including pie chart and bar graph) is irrelevant to the work I need to do in the Grants page. Yet there it is taking up the entire screen, so that every single time I access the page, I need to scroll past it in order to get to the grants data. Please either make the dashboard hideable (preferably with a default that can be set to hide it) or move it elsewhere.
8 votes -
Ability to Delete Email Correspondence
When testing the email capabilities from a grant in correspondence you do not have the option to delete an email. We would like the ability to delete.
4 votes -
Permit Des Grants Interfund Transfer to same fund
In a DES Grant, allow interfund transfer to the same fund. We have multiple funds that capitalize a portion of their income to capital each year.
1 vote -
Enforce record count settings on Designated Grants page
In the system settings, you are able to set a record count limit for each page to control how many records load by default when you visit the page. Currently, the record count limit selected for the Designated Grants page does not actually control that page. The Designated grants page is set up in a paginated way where it only shows you 10 grants at a time, and you have to use the navigation tools at the bottom of the page (arrows & page numbers) to scroll through to see all of your designated grants. Please remove that navigation control…
3 votes -
Add a new query table for grant queries that surfaces the acknowledgement data from the Fund
We need a new query table for grant queries that lists the acknowledgement from the Fund. Not all grants start on the portal. As it is currently, the query view is leveraging acknowledgement details from the online grant request. That makes it difficult to use correspondence templates on grant records that did not start from a request form. Please, make available the Default Acknowledgment Letter Addressee data fields, which are located on the fund tile from within a grant record.
3 votes -
Remove "spinning wheel" from overlapping the search box while you're typing in a search item.
When typing in a search term (grant/constituent/etc.) the "spinning wheel" as FC is retrieving results can obscure what you're typing as it shows up directly over the search box.
2 votes -
Add Payee Field to Online Grant Request Details Screen
In the Online Grant Request Details screen, add the Payee Field to the initial screen so that everything can be edited on the front end versus having to first create the grant in the system and then having to go in and change the payee. Sometimes the Recipient of the grant is different than the Payee of the grant. This is especially true in scholarship situations.
2 votes -
Funds
On the proposal history portion of the fund page, there are two fields entitled "Total Amount Requested" and "Total Amount Approved". We think it would be more beneficial if a field is either added or replaced by "Total Amount Awarded from the Fund".
2 votes -
Work with Blackbaud to permit FENXT vendor address updates from RENXT and Foundation Cloud.
When a customer has both RENXT, FENXT, and NPact products, we need the ability for vendor/grantee address updates that flow from either RENXT or Foundation Cloud to update in FENXT. We believed and were told by NPact this was a feature of Sync Harmony, but just found out it actually isn't.
1 vote
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