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  1. Add a search feature for the query screen (to search for query names). See in grid the user who created the query and what query "focus" it is. Add button to edit a query after you are already on an individual query screen (edit button currently only available when you're on the full query grid).

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
  2. 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

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    0 comments  ·  Grants  ·  Admin →
  3. 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

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    In Review  ·  0 comments  ·  Other  ·  Admin →
  4. 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

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    0 comments  ·  Grants  ·  Admin →
  5. We would like to the GE constituent ID to be added to the GE Constituent records

    Steps to dup:

    Grants > Constituents > Open any constituent record > GE ID is not on the record

    3 votes

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  6. While creating and formatting web applications, there is no option to Justify a line of text or field.

    3 votes

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  7. I would like the designated grant ID to be a searchable field

    3 votes

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    In Review  ·  0 comments  ·  Admin →
  8. I would like to request that the "Status" code be added to the available fields in the designated grants module.

    3 votes

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    In Review  ·  0 comments  ·  Admin →
  9. We would like the Grant ["History"] Fund name on the Constituent to appear as it does in Classic GE.

    3 votes

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  10. When sending individual correspondence on grant, fund advisor and recipient emails populate on the TO: screen. Our clients would like to be able to a send correspondence to the applicant who submitted the original proposal web application to provide them details of the grant. Please add the web user who submitted the original request or All web users from the recipient record (assuming the org has more than one person authorized to submit grant applications) to the To list on email correspondence.

    (This means going from a GRGrants record to GRGrantParents where Parent Type is Proposal or Scholarship, and from…

    3 votes

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  11. The fund IDs all need to be the same in RE/FE/GE.

    3 votes

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  12. 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

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    Backlog  ·  0 comments  ·  Admin →
  13. 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

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    0 comments  ·  Grants  ·  Admin →
  14. 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

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    0 comments  ·  Other  ·  Admin →
  15. 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 Approval

    Approval Submission Details:

    -Docket
    -Grant number
    -Status
    -Recipient
    -Fund
    -Date Submitted

    2 votes

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  16. We would like to be able to search by the GE Constituent ID when adding recipients and payees to a grant record

    Steps to dup:

    Grants > Grant > New Grant > Click Recipient or Payee > you can only search by name not constituent ID

    2 votes

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  17. Using batch correspondence in Docket, users are unable to email correspondence to Board Members included on the docket. The only groups that pull into batch correspondence in Dockets are fund advisor and recipients.

    2 votes

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  18. Add Expense and Payable account number fields to the grant import template. We use this weekly to pay grants and the way our Funds are set up, the Expense and Payables change, so we do not use the default account number.

    2 votes

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  19. Hi there!
    This is just a request because I know it would require development adjustments, but we were wondering if it's possible to have only one comment box on the review side of the portal.

    Right now, there's the main comment box which is great! There's also the comment box that shows up when you score a question - if that one could go away/be hidden, that would be cool. It's not a big deal for me, but might be nice for some of my coworkers.

    2 votes

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  20. We do a preliminary round of internal screening on all applications before sending them to be reviewed by panelists. We would love if there is a way to create a page on the application or simple comment boxes to be used during the internal review to be seen by panelists, but not by the applicant. As it is now, comments flow from SWP panelist into GE but not the other way.

    Side note: simply changing the reviewers Committee permissions to "Admin" wont accomplish this as we don't want scorers to other scores -which is what will happen if they are…

    2 votes

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