152 results found
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Charity Check enhancements
- Make accepted org types list configurable
- Review whether we are downloading the OFAC list (terrorists) and using it
- Implement multiple Research links for constituents (not just GuideStar, but CharityNavigator and LexusNexus, etc.
4 votes -
Request for App Groups
This is just a request for future development of GE NXT. When editing App Groups for Reviews It would also be very helpful if we could do the below:
in the App group modal (Reviews > App groups > open > +Add Application):
* see an additional column called "Status" (of the application)
* be able to search/filter by "Status" and
* be able to search/filter by "Applicant Name"4 votes -
Generated Correspondence Editing Saves
When creating correspondence documents in GE NXT, the document generates which then allows the user to edit the document. However, these edits do not save on the grant record, it still shows the original generated document.
This differs from the Classic functionality where the edited document saves on the record.
4 votes -
Constituent
We would like to see a list of online applications submitted by the constituent on their constituent record
3 votes -
Add a new query table for grant queries that surfaces the acknowledgement data from the Fund
We need a new query table for grant queries that lists the acknowledgement from the Fund. Not all grants start on the portal. As it is currently, the query view is leveraging acknowledgement details from the online grant request. That makes it difficult to use correspondence templates on grant records that did not start from a request form. Please, make available the Default Acknowledgment Letter Addressee data fields, which are located on the fund tile from within a grant record.
3 votes -
Bulk Media Upload in Grant Batch
We'd like the ability to upload media in batch to a grant batch. For example, uploading the grant docket that approved the grant batch via a "Batch Media Upload" so that each grant has the same document.
3 votes -
Add payment type when creating grant
Add payment type to "grant details" fields for creating a new grant, and to "process grant requests" fields for creating a grant from an online request (including when creating multiple grants at once). It is just as essential as other payment-related fields.
3 votes -
Remove "spinning wheel" from overlapping the search box while you're typing in a search item.
When typing in a search term (grant/constituent/etc.) the "spinning wheel" as FC is retrieving results can obscure what you're typing as it shows up directly over the search box.
2 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 -
Add Payee Field to Online Grant Request Details Screen
In the Online Grant Request Details screen, add the Payee Field to the initial screen so that everything can be edited on the front end versus having to first create the grant in the system and then having to go in and change the payee. Sometimes the Recipient of the grant is different than the Payee of the grant. This is especially true in scholarship situations.
2 votes -
Add ability to pull in Comments in Grid or Query
Need to pull in Internal Staff Comments information into the grid view under Proposal Web Applications.
Comments is a viewable option but only when you open the application.
Staff needs to leave comments for each other in the Comments Tile in Foundation Cloud Grants. Unfortunately, the comments aren't appearing in the grid view under Proposal Web Applications.
Unfortunately, the comments aren't appearing in the query either.
3 votes -
Please add a Justify formatting feature in the HTML Editor
While creating and formatting web applications, there is no option to Justify a line of text or field.
3 votes -
Add "Today's Date" as a Merge Field/Query Field for Grant Correspondence
I was wondering how could I go about adding "Today's Date" as a query field/merge field in our grant correspondence because it appears that only database fields are being pulled for correspondence. Currently, we do not have a database field that functions as such but we want our correspondence contain the day that we generated them as the date listed on the letters. Would it be possible to add "Today's Date" as a field in either Foundation Cloud or GE Classic?
3 votes -
Ability to search by ID in Designated Grants area
I would like the designated grant ID to be a searchable field
3 votes -
Status field to be added to list of available fields in Designated Grants area
I would like to request that the "Status" code be added to the available fields in the designated grants module.
3 votes -
Spectrum pulls end-dated grantees
Constituents who have an end date on the "grantee" constituency still appear in a Spectrum search for grantees.
Can we have this fixed please so end-dated grantees do not appear in a recipient search?
3 votes -
Funds
On the proposal history portion of the fund page, there are two fields entitled "Total Amount Requested" and "Total Amount Approved". We think it would be more beneficial if a field is either added or replaced by "Total Amount Awarded from the Fund".
2 votes -
Add Web User information to Constituent Query
Add Web User information to Constituent Query. Foundation Cloud Grant constituent records have a Web User tile with information that would be nice to get in an constituent list or query. Similarly Foundation Cloud Community Portal has list of "Manage Web Users" list, but with limited/missing fields from the constituent record
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 -
Add Docket data points to query
Currently data points associated with a docket are not able to be queried on in GENXT, specifically data points related to the approval details and approval submission details
i.e:
Approval Details:
-Docket requires Board Member Approval
-Date Sent for Approval
-Date Approved
-Board Member
-Committee
-Managers
-Quorum Required for ApprovalApproval Submission Details:
-Docket
-Grant number
-Status
-Recipient
-Fund
-Date Submitted2 votes
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