201 results found
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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 -
Add profile/custom fields to funds/constituent records so they also can be inherited
We think custom fields aka profile fields should also be on Fund and Constituent records. This way those records could have more robust data and then those fields could also be inherited by grant or proposal records, the way that characteristics are.
2 votes -
Ability to Require Characteristics
Create the ability to require characteristics on records, ideally by grant type (i.e. for a DAF grant, this type of characteristic is required). This would greatly improve our user data entry error/missed fields.
2 votes -
Recurring Grants
Recurring grants to automatically pull into the Grant Batch each month when they are scheduled to be paid. This would still allow the user to vet the organization before it is set to invoicing.
3 votes -
Grant History for Transfers is blank
When viewing Grant History for a grantee or fund, when there is a transfer the Payee/Recipient fields are blank. This is correct, since there are no payee or recipients for transfers, only a Target Fund. When a Transfer shows in the Grant History list, insert Target Fund into the Payee/Recipient Fields. You could also accomplish this by adding Payee and Recipient fields, hidden, to all Transfers, that mirror the Target Fund field.
3 votes -
SourceCRAccountCode and SourceDRAccountCode should populate in the dashboard columns for check runs for standard grants
When reviewing a check batch for processing, it's important to verify that the account codes are correct. It would be very helpful and save so much time if the SourceCRAccountCode and SourceDRAccountCode would populate in the dashboard columns for check runs for standard grants. This way the codes could be checked without having to open each individual grant.
3 votes -
Fund record - Requestors tab - Add a DEFAULT checkbox to Requestors so we can pick the one that should default into the grant.
Currently, whichever fund requestor was added to the fund FIRST (chronologically) defaults into the grant. This is not acceptable because fund requestors change, and there can be multiple. We need a way to control which fund requestor is going to default into a grant.
5 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 -
Sticky filters and pages inside batch
The Proposal batch and Check run batch landing pages have sticky filters and pages. However, once inside a batch, the grids there do NOT have sticky pages and filters. I'd like to request the grids inside the Proposal and check run batches utilize the sticky filter and sticky pages so clicking in and out of grants goes smoother.
17 votes -
Add [FS_StatementItems].[Page] to the Fund Statement builder line entry modal.
Fund Balances often do an initial grouping of data based on Page. Currently if you create a new line item entry in the Fund Statement builder there is no option to enter Page, which can result in errors in the report.
1 vote -
Implement a more capable correspondence editor
The current HTML-based correspondence editor is missing many key features we need to generate documents that align with our print standards. We need to be able to add headers\footers, justify text blocks, and generally need the basic features of a rich text editor that aren't available in the current editor. If the current editor would even allow us to apply a custom stylesheet with media settings, that would be a step, but the current editor does not meet our needs.
29 votes -
Docket Approval vs Declined
Board Members can be added to Dockets to provide approvals. However, they could decline their approval. FCG considers any submission an "approval", so even "denied" approvals make it look like the docket has been approved. Please enhance Dockets to take into consideration the approval status.
2 votes -
"Copy To" from Grant batch to allow other grant payments besides the first
When utilizing the “Copy To” feature on Grant Batches, the 1st payment on the grant is always being used. In some use cases, we may want to use other payments on the grant outside of the 1st.
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
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 -
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 -
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 -
Is there a way to make the font darker in an online grant request and change the bluse to a darker color?
Is there a way to make the font darker in an online grant request and change the bluse to a darker color?
1 vote
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