205 results found

1. Application Review

   Add Fund/Scholarship Fund as a Criteria in Reviews--App Groups.
   
   Add an OR option to the Criteria so that it can function for multiple Criteria (for example Field is Major, Value can equal Business, Finance, or Investments).
   
   For GPA fields/number fields add the possiblity of Greater Than, Equal To, Less Than (for example GPA>=2.75).
   If there is a scholarship addendum, make that addendum a criteria without having to fill in a Value. Or if someone completes the Addendum, make the value possiblities Blank/Not Blank.
   I want to be able to sort by Fund in the Add Application box. I have 14 scholarship addendums and have to go through 145 screens to select applications to add. If I can sort then I can quickly go to the right screen and click.
   
   Setting up the Review process takes A LOT of clicks and has too many moving parts.

   Add Fund/Scholarship Fund as a Criteria in Reviews--App Groups.
   
   Add an OR option to the Criteria so that it can function for multiple Criteria (for example Field is Major, Value can equal Business, Finance, or Investments).
   
   For GPA fields/number fields add the possiblity of Greater Than, Equal To, Less Than (for example GPA>=2.75).
   If there is a scholarship addendum, make that addendum a criteria without having to fill in a Value. Or if someone completes the Addendum, make the value possiblities Blank/Not Blank.
   I want to be able to sort by Fund in the Add Application box. I have 14… more

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2. 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.

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3. 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 new characteristic we check to see if it’s already in use.

   Changes to batch screens (same as #2 above)

   Changes to automatic processes which create grants (same as #2 above). These include Grant Grant workflow steps, processing Online Payment Requests and Online Grant Requests, the Import utility, Designated Grant processing, etc.

   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

   … more
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4. 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.

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5. Seed this forum with your ideas

   UserVoice pro tip #1:
   Your customers are full of ideas, but people are more likely to contribute if they're not among the first. Add your own ideas now!

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   AdminNumaria Naseem Ud Din (Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT) responded