152 results found
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Add conditional Page option to web application creation
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 -
Automatically CC the email of the requestor of the grant
When sending a grant award via email, is there a way to automatically CC the email of the Requestor of the grant?
1 vote -
Allow users to edit all fields for an application
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 -
Add Step Amount to Workflow tab on Grant Batch
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 -
Translation Functionality
How heavy of lift is this?
1 vote -
Add automation to check run process
As a RIA client, I need GE NXT to send grant payments to my integrated financial system automatically.
1 vote -
Set Initial Invoice Status to Pending when invoice are created in Accounts Payable
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 -
GENXT Web App HTML Editor in Full screen mode - add field list and preview button
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 -
Characteristics - configure each characteristic to allow one/multiple values per record
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 -
Web user Organization list should only show records that are marked as organizations
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 -
Reports - Add a Description Field for canned reports and make description required when users create new report
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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