224 results found
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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 -
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.
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 -
Grants Workflow Improvement (Status Change)
Please configure workflow tasks for Grants to produce a record status change like they do for Proposals and Scholarships.
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 -
Email Notifications
Incorporate a way to notify staff outside of the system that there are items that need addressed? Historically, our portal use by donors has been very limited, having someone constantly logging in and checking, is helpful but having an email sent to notify of the actions pending would be more productive.
5 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…
5 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 -
Ability to Schedule Reports
Recommend developing functionality so users can schedule reports to be run and emailed to a user group (a la FE NXT and forthcoming RE NXT functionality).
1 vote -
Improve Query Options for Reviewer Scores
In scholarship reviews, more fields should be available for query. For instance, when I asked for the addendum names to be pulled into a reviewer score query so that I could make awards, the names were not available. Fund names and Addendum names need to be available to pull in.
1 vote -
Sort Grant History by Date in GE/NXT Cloud
In GE/NXT Cloud the Grant History is sorted newer to older, but Proposal History is sorted older to newer, and you can't sort by columns. Please make this consistent (newer to older) and allow users to sort columns.
12 votes -
Add Application Fields to Submitted Proposal Apps Grid
We'd like the option to add specific application fields to the Submitted Proposal Apps grid. We currently have "Category" as a field in our application and we'd like to be able to view this information in the grid and be able to filter all the applications by it.
2 votes -
Percent Data Type requires users to enter a decimal value for the percent to display correctly.
Percent Data Type requires users to enter a value between 0 and 1 for a percent to show correctly. i.e. if you enter 0.5 into a percent field it will display 50%. This is confusing for applicants as they are filling out applications.
4 votes -
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 -
Hide Inactive Online Applications
On the Online Apps landing page, you are able to search for an online app which helps navigating the list a bit, but it would be nice to have an additional (optional) filter to hide closed online applications since those won't likely be managed anymore (so we don't need to see them in the list anymore).
3 votes -
Single Sign On
Implement single sign on across Foundation Cloud products so we can use Microsoft/Google/others to use FCG.
3 votes -
Allow designated grants to be created from the grant step a proposal workflow
Allow users to create designated grants from the grant step on a proposal workflow.
2 votes -
Please add the Save & Copy to a grant like there is in Database
Please add the Save and Copy feature to Foundation Cloud like it is in the Database view. Very necessary feature
1 vote -
Import Interfund Transfer Grants
We would like the capability to import interfund transfer grants much the same way that we can import grants using a template that is downloaded, filled out and then uploaded back into FCG.
3 votes
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