40 results found
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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 -
Denied Web Users should receive correspondence
When new users register in the Portal, staff has the option to deny their roles and delete their web user through the PPQ. When this happens, the option to send the web user an email is not provided. We should be able to communicate to the deleted web user that we denied their role request.
1 vote -
Test
This is a new request!
1 voteIn Development ·
AdminNumaria Naseem Ud Din
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
test123
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Sync secondary phone number to CRM
In Foundation Cloud Community Portal (FFCP) a client can enter a primary phone number and a secondary phone number. You can see that information in the Web Processing Queue when a new client registers for the portal or when an existing client updates their information. When the client's information is updated/synced to the CRM, only the primary phone number is syncing over. The secondary phone number is not added. It is lost, and there is no indication to our staff users that this information was not added to the constituent record.
Please correct the sync functionality to bring over the…
2 votes -
Notifications are currently static but need to be dynamic
In the top, right-hand corner of FCG, there is a bell-shaped notifications icon that lists a count of items needing attention. These notifications are currently static and only refresh when a user logs completely out of FCG and back in. For example, if the notifications list that there is a new Online Grant Request to process and you process that request, the notification still remains. If you continue on working in the system and later look at the notifications, it appears as if there is another new Online Grant Request waiting to be processed. However, when you visit the Online…
13 votes -
Add an additional column to sync in FEProjectID from Finance System instead of setting FEProjectID using Fund Number in CRM System
Currently the FEProjectId is set be the CRM System using the Fund Number this can cause issues with creating invoices in the Finance system when the FEProjectID (RE Fund Number) in FCG does not match the project ID in FE.
It would be great to add a column in the fund grid to surface the FEProjectID from FENXT and use that in the API call when creating invoices in FENXT.
1 vote -
Web Organization Creation on Constituent Tiles
The “Create Web User” button on constituent records is incorrectly creating Individual web users for organization constituents (this would be the Organization, Account, or Contact record types in the CRM Systems). This causes a problem as we are creating web users when we want to be creating organizations.
Currently the only way to create an organization is by going to an Organization Admin web user in the PPQ OR creating the organization through portal registration.
1 vote -
AIO Fund Advisor Relationships Tab
Add a tab in the Fund AIO modal that lists the fund advisor relationships on the fund.
1 vote -
Make Grant Status filters dropdowns consistently through the system
On the Grants page, you can filter the record grid by Grant Status. That filter is a dropdown selection. In the "Available Grant Payments" section on a Check Run, you can also filter by Grant Status. However, that filter is a text box where you must type in the grant status you are looking for. It must be typed in exactly as the status appears in the system. If you do not type it precisely the same, your filter will yield no results. For example, if you type in a status of "DOCKET BATCHED" instead of "DOCKET_BATCHED" no grants will…
9 votes -
Allow page refreshes and multiple tabs of Foundation Cloud Portal to be open simultaneously
Ease of use: allow a user to refresh their screen without being kicked off/having to immediately log back in. Allow multiple tabs of FC to be open simultaneously on a browser.
11 votes -
Add Align Button to Layout Editor
Adding a button so that text can be centered, aligned left or right with ease. Currently alignment can only be done in HTLM editor but it should be able to be done in the editor screen (the applies to the cloud and portal text editor).
5 votes -
Anything to make fund statements easier to download
It took me 6.5 hours to download our fund statements (never mind the printing, sorting, and mailing). This has been a constant issue and we have gotten nothing resolved.
3 votes -
Collect Social Insurance Number in a Secure field (Canadian Clients)
In Canada, we need to issue T4A tax forms to scholarship recipients annually. To do this we need to collect the applicant's Social Insurance Number (SIN). The SIN is sensitive information and should receive a higher level of protection from a cyber security standpoint. Raiser's Edge has a field for SIN on an Individual record that allows the number to be masked for any user that does not have special security rights.
I would like a special field that can collect and protect the SIN in the Spectrum Portal that also carries through to the FCG and possible RE.
It…1 vote -
Constituent
We would like to see a list of online applications submitted by the constituent on their constituent record
3 votes -
Auto-populate Search with Last Name
In the Web Processing Queue, in the Web User Information screen, when using the Possible Duplicates-->Lookup, the system automatically populates the Constituent Search-->Name field with both the first and last name the web user entered into the Web User Information fields. However, this leads to not catching possible duplicates because of nicknames or middle initials. I would suggest only populating the field with the last name to catch more duplicates and have cleaner data.
1 vote -
Annual summary
Add to the "All-In-One" section of a fund, a new tab showing annual summary of gifts and grants for a fund. For an example, see FIMS's Fund Summary tab. It is a chart, by year, showing the largest gift, total gifts, largest grant, total grants. It helps staff see in one place how a fund has grown and granted out year by year.
1 vote -
Ability to customize Fund Config tile
Add the ability to customize the Fund Config tile on a Fund. Allow admin to turn off unused balances, rename balances, and hiding default finance accounts (since users don't need to see these on a daily basis).
1 vote
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