221 results found
-
When processing the New Fund Request, you can choose to look the advisors up in the CRM or create them as a constituent in the CRM. Obviousl
When processing the New Fund Request, you can choose to look the advisors up in the CRM or create them as a constituent in the CRM. Obviously, the best practice is to always look the constituent up first. When you click on the Lookup link, you are required to enter the constituent’s information to look them up. This should automatically populate with the data already entered by the client in the fund request. We should not be rekeying this data.
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).
2 votes -
Add an Activity Log for Submitted Applications
Add an activity log on submitted application pages where you can see activity on the app and by whom. Examples - Application Submission, Application Changes, new file uploaded, documents generated, application was scored, etc.
2 votes -
Sync secondary phone number to CRM
In Foundation Cloud Community Portal (FFCP) a client can enter a primary phone number and a secondary phone number. You can see that information in the Web Processing Queue when a new client registers for the portal or when an existing client updates their information. When the client's information is updated/synced to the CRM, only the primary phone number is syncing over. The secondary phone number is not added. It is lost, and there is no indication to our staff users that this information was not added to the constituent record.
Please correct the sync functionality to bring over the…
2 votes -
Ability to Change Application Status
We would like the ability to change the status of an online application. When technical issues arise it would be a big time saver to be able to control the status of an application.
1 vote -
Search for Grants Using Grant Description
In Foundation Cloud, I can't figure out how to search amongst all grants using the GrantDescription field. Description is not available as a filter, or a column in grants view. You can search in descriptions for grants in Classic in the all grants view. I find this very handy for looking for grants going to a certain program or area to a recipient organization. I see that you can use the “Designation” field for a query. But the conditions are confusing to me: BETWEEN, NOT LIKE, LIKE, IS NULL, IS NOT NULL? What would I use for “contains” if I…
5 votes -
To filter "Type" on Check Run Batch
To be able to filter by "Type" on Check Run batches (a function we can do on GE Classic) when using FC.
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.
2 votes -
Sort Check Run Export by Grant number
When on the Finance tab of a Check Run, one of the available steps is to Export Payments to CSV. The grant payments in the exported file appear to be in a random order. Please sort the export by Grant Number.
3 votes -
Batch correspondence- save and review for later send date
It would be great if one user could generate batch correspondence and save it for review by a different user. Ideally we would still have the option to batch send the documents after.
15 votes -
Application Review - applicant name to reflect on the review in the porta
Allow changes to applicant name to reflect on the review in the portal. Currently the requestor name is listed as the applicant name on the review even if the applicant name is changed on the proposal web application.
2 votes -
Stop a manual sync
Please add the option to stop/terminate a manual data sync. If a user creates a sync with the wrong parameters, they have to wait for it to complete before they can run the correct sync. This is a problem if a wrong year was used, which would result in having to wait an extended amount of time for an unnecessary sync.
2 votes -
Add notifications for designated/recurring grants
It would be very helpful to have a notification appear in the bell at the top right of the screen in foundation cloud, when a recurring grant is coming due to be created, in the designated grants module. Now, I have to make a note to myself in my calendar every week to go into designated grants and look around for grants that need to be created.
7 votes -
Make Notes to Staff field visible in the grids on a Check Run
On a grant record, there is a field called "Notes to Staff" in the Grant Details. Fund Advisors can submit information in that field on the Grant Recommendation form if they need to tell our staff something important about their grant or how it is to be processed. In a Check Run, there are two grids that display grants - "Payments on this Check Run" and "Available Grant Payments." In each of these grids, the "Notes to Staff" field is not an available field to display in the grid. This field includes important information from the client, and we need…
4 votes -
Notifications are currently static but need to be dynamic
In the top, right-hand corner of FCG, there is a bell-shaped notifications icon that lists a count of items needing attention. These notifications are currently static and only refresh when a user logs completely out of FCG and back in. For example, if the notifications list that there is a new Online Grant Request to process and you process that request, the notification still remains. If you continue on working in the system and later look at the notifications, it appears as if there is another new Online Grant Request waiting to be processed. However, when you visit the Online…
13 votes -
Add an additional column to sync in FEProjectID from Finance System instead of setting FEProjectID using Fund Number in CRM System
Currently the FEProjectId is set be the CRM System using the Fund Number this can cause issues with creating invoices in the Finance system when the FEProjectID (RE Fund Number) in FCG does not match the project ID in FE.
It would be great to add a column in the fund grid to surface the FEProjectID from FENXT and use that in the API call when creating invoices in FENXT.
1 vote -
Schedule wizard
why is there not a schedule wizard button on foundation cloud grant payments, like there is one available on ge classic?
10 votes -
Link Proposal # in GE/NXT Cloud
In Classic GE the proposal number has a link to the proposal. In GE/NXT Cloud, the link is in the proposal title which is an optional text field that has not been used consistently. Please link the proposal number instead of the proposal title.
5 votes -
Allow for a search on an organization's alias or connected Vendor name
For organizations that have different legal names and DBA names, it would be helpful to have a place for an alias that would allow someone to find the record either by it's legal name or it's DBA name.
12 votes -
Web Organization Creation on Constituent Tiles
The “Create Web User” button on constituent records is incorrectly creating Individual web users for organization constituents (this would be the Organization, Account, or Contact record types in the CRM Systems). This causes a problem as we are creating web users when we want to be creating organizations.
Currently the only way to create an organization is by going to an Organization Admin web user in the PPQ OR creating the organization through portal registration.
1 vote
- Don't see your idea?