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  1. Our grantees have to submit final reports when their grant is completed. Our program managers need to read the reports and approve them. I want to add the workflow task of "Program Manager Approval" to the respective proposals and assign it to that program manager.

    However, when I was testing it on my programs, I immediately get the Workflow Task(s) Assigned notification in my to-do list (GE Classic)/bell icon (GE NXT).

    Is there a way to change when that notification appears? With this example, could I have that notification appear closer to the due date rather than now? I only…

    1 vote

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    1 comment  ·  Admin →
  2. When sending a grant award via email, is there a way to automatically CC the email of the Requestor of the grant?

    2 votes

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  3. Program Areas and Portfolios are proposal budgeting mechanisms for which we could use an interactive Power BI visualization.

    2 votes

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  4. 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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    0 comments  ·  Other  ·  Admin →
  5. 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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    0 comments  ·  Grants  ·  Admin →
  6. When processing scholarships, most of the time the students don’t have a constituent record in the CRM. However, if the foundation is awarding the student a grant, then they want the student in the CRM. On the scholarship batch, we need the ability to do a CRM lookup (to avoid potential duplicates). If not found, then create a constituent record for the student in CRM.

    1 vote

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  7. If these fields aren’t filled in on a prerequisite step, then you can’t create the grant.

    1 vote

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  8. It would be convenient if I could have the option to add a requestor to a fund if it doesn’t have one when I select it to use on a grant.

    Example:

    I’m creating a designated grant and I choose the Inman Family Scholarship Endowment. There are no requestor assigned to this fund so I am unable to use this fund. There isn’t a quick way to navigate to the fund to add a requestor, so It would be convenient if there would be a button to add a requestor if there isn’t one.

    Another example which may be more…

    1 vote

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  9. 1 vote

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  10. When creating web applications, it would be so helpful to have an option to be able to have conditional pages rather than just conditional fields.

    1 vote

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  11. Request to have users have the ability to edit all fields for an application, specifically to remove the page filter when editing application fields.

    1 vote

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  12. Similar functionality as Scholarship and Proposal Batch,

    On a Grant Batch, allow an approved step amount to be set on the workflow tab when processing workflow tasks.

    1 vote

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  13. How heavy of lift is this?

    1 vote

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  14. As a RIA client, I need GE NXT to send grant payments to my integrated financial system automatically.

    1 vote

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  15. Our accounting controls require the CFO to Approve invoices. Having the invoices created with a Status of Approved forces us to take additional steps to switch them to Pending so that they align with our accounting processes.
    This is a common control required by auditors and accounts payable has a built-in Invoice Approval utility.

    0 votes

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    0 comments  ·  Batch  ·  Admin →
  16. Add Fund/Scholarship Fund as a Criteria in Reviews--App Groups.

    Add an OR option to the Criteria so that it can function for multiple Criteria (for example Field is Major, Value can equal Business, Finance, or Investments).

    For GPA fields/number fields add the possiblity of Greater Than, Equal To, Less Than (for example GPA>=2.75).
    If there is a scholarship addendum, make that addendum a criteria without having to fill in a Value. Or if someone completes the Addendum, make the value possiblities Blank/Not Blank.
    I want to be able to sort by Fund in the Add Application box. I have 14…

    0 votes

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    0 comments  ·  Reviews  ·  Admin →
  17. When editing the HTML for a web app and going into full-screen mode, it would be helpful if the field list could be added to the right, and a Preview button be available there as well.

    0 votes

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  18. Currently GE NXT allows multiple characteristic values on the same record, and this is not configurable. (For example, a grant could have three separate “Population Impacted” characteristic values for Youth, Elderly, and Low Income populations). There are times when a foundation wants a characteristic to only be set once per record. (For example, a foundation may want only allow a Grant to get a single “NTEE Code” characteristic value for reporting purposes).

    This change would involve:

    A configuration change, allowing each characteristic to “Allow Multiple Values” (default to True for backward compatibility)

    Changes to record screens, where before saving a

    0 votes

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    0 comments  ·  Admin →
  19. When adding an organization to a web user, the list should only show records that are marked as “organizations” in the CRM – individuals should not show.

    Grants > Constituents > Open a constituent that has a web user (or make one) > Add org > Search > List shows all constituents, should only be organizations.

    0 votes

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    0 comments  ·  Admin →
  20. Add a description field for all of our canned reports. Also need to make “Description” a required field when users create a new report. For creating training materials and instructional design efforts, I need to know the reports that are included in GE NXT and what their outputs are. What their business application is or use case.
    Additionally, after speaking with Jeff C. regarding how this GE NXT page below presents, we both feel an enhancement to the product should be an additional column added to the below view that would include a report description. And, something in the help…

    0 votes

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    0 comments  ·  Admin →
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