36 results found
-
Page Forward - lacks user efficiency
All areas where there are page forwards, >, next page need improvement to display more than 8-10 results, so the user doesn't have to click next page a ton of times. Either a drop down that allows the user to display (example, 25, 50 or 100 results), or instead of next page, have end page. This would be helpful for those tiles that do not have the ability to sort by most current first, and finding the newest grants require to page to end.
8 votes -
Clear Search Filter
"Clear" option would be incredibly time saving rather than having to use mouse to highlight and delete the search box or quick find. This was a time gobbler for me in GE Classic as well.
6 votes -
Charity Check/Manual "Remove Approval" needed
A number of reasons to remove approval especially given the delay in Candid's webpage updates and the IRS webpage updates.
Organizations that are manually approved (i.e., church, government, public school) not verified via Charity Check, could disaffiliate with denomination, and no longer meet the eligibility requirements.
A public charity may get reclassified as private, the IRS assigns incorrect classification and org is waiting for correction. Having another option to Remove Approval would keep from paying grants when applicable.
5 votes -
Include "Do Not Mail" Addresses in FCG
Addresses with the "Do Not Mail" flag do not sync into FCG. It is possible we would need to mail a check from FCG without soliciting in RE.
7 votes -
More than 1 address line needed
Currently the Recipient address field only supports one address line. If you have a recipient that requires two address lines, these lines run together as one. This makes the address look off when letters are generated.
RE, while it only has 1 address box, that box is large enough and editable, so you can format the address to have 2 lines and to display correctly. We request that NPact add a 2nd address line or format it address field to behave similarly to RE.
2 votes -
Move Queries to Different Folders
We would like the ability to move created queries to different subfolders within FCG so that we can manage them more effectively. Currently, this functionality is only available in GE Classic as a drag and drop but cannot be done similarly in FCG.
8 votes -
Toast notification enhancement
- Would be great if toast notifications recognized the space bar or enter on the keyboard and not just the mouse click to clear.
- Toasts not cleared by user, continue to stack up, even after you leave that record which can be confusing when it doesn't relate to the current record open.
2 votes - Would be great if toast notifications recognized the space bar or enter on the keyboard and not just the mouse click to clear.
-
Add: Correspondence "folders" & better page forward options
To separate/group templates by type (i.e., Deposit Notifications, Award Letters, Award Agreements, Decline Letters, Check Letter, Overdue Notices, Evaluation Reports, Others)
We have 100+ variations of the deposit notification alone and paging forward by just 10 results at a time, means lots of clicks (time gobbler) since these are displayed alphabetically.
2 votes -
Entire Email Message should show on preview screen
We announce our grant awards to web users via FC's email templates (edited). Auditors request a copy of the award letters and we are unable to produce the entire email message without copy/paste workarounds. We would like to open the correspondence in Grants on the Documents tile and see the entire email (as you do in Outlook), then print if necessary.
3 votes -
Search - Remove requirement to have middle initial in name
When searching for a constituent, they don't appear in the search results if they have a middle initial and I didn't know it. The search should be vastly improved so it finds people based on last name and/or first name - not including the middle initial.
6 votes -
Constituent name in Orange (existing but approval expired)
Would be very helpful when a constituent has an existing RE record but is currently not approved, that the name is displayed in Orange (as it was in GE Classic). Functionality lost in FCG.
1 vote -
Increase File Size Limits
The current file size limit for uploads is 5 MB. Please raise this cap as some documents are larger than 5 MB that are needed for due diligence during Grant processing.
1 vote -
Web user screen
In the web user screen can you PLEASE add the Fund tab so that we can view this without having to click inside the donor's name to see what funds they are associated with like in GE classic?
2 votes -
Permit us to access our data from PowerBI
We would like to access our FC data directly in Microsoft PowerBI using a connector, like Blackbaud has. https://github.com/blackbaud/powerbi-connector
This would permit us to bring our RE, FE, and FC data into one reporting tool, since RE and FE data can already be accessed.
2 votes -
Inherit Characteristic workflows are confusing
If the “Inherit characteristics” for grants boxes are checked in Business Rules, regardless if the user checks the “Inherit Characteristics from Fund” or “Inherit Characteristics from Recipient” when creating a grant from a proposal, the created grant will always inherit characteristics. This is confusing as if I don’t check them, I would think characteristics would not be inherited.
2 votes -
Evaluate Metrics shown on each Landing Page
The "metrics" shown in the header on the various landing pages (Grants, Constituents, Funds, etc) should be re-evaluated to determine their use. Some are not really helpful, do not apply to everyone's dataset, or are buggy.
Example of a bug: The "Active Funds" metric on the Funds landing page doesn't appear to be correct. There are way more active funds than the number that is shown.
4 votes -
Pie Chart
Can you please add a pie chart that shows grants that are submitted, processed and created like it is in GE Classic?
1 vote -
web portal users
in database view you can go to all web users and be able to view on that screen what funds they are appoved to either view or be a fund advisor. in NXT there is no choice to show the fund on that page. can you please add "fund" so we can see this without having to open the fund itself each time. thanks
2 votes -
Single Sign On
Implement single sign on across Foundation Cloud products so we can use Microsoft/Google/others to use FCG.
3 votes -
Option for generating the correspondence to the committee, that a docket is awaiting approval housed directly in the Docket screen
Currently when submitting a docket to the committee for review, we must navigate away from the docket screen and into the queries screen to generate the correspondence to the committee. This step seems longwinded, as there is a button within the Docket screen for "new batch correspondence", which we currently use to generate grant recipient letters.
We would request that an option under "template" within the "new batch correspondence" button, be added. We would like an option for generating the correspondence to the committee, that a docket is awaiting approval housed directly in the Docket screen under "template" within the…
4 votes
- Don't see your idea?