221 results found
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Stay Logged in Reminder
If inactive for awhile in Foundation Cloud Grants, the CRM and Finance System connection turns from connected to unconnected. If/When that happens we loose the ability to do certain things in Foundation Cloud Grants (e.g. save queries being built). Before getting timed out, it would be great if there was a pop up saying "are you still working" or "do you want to stay connected" or something that lets us not lose progress. Right now we have to refresh Cloud Grants to re-establish connections and redo work(or filters)
9 votes -
Add Align Button to Layout Editor
Adding a button so that text can be centered, aligned left or right with ease. Currently alignment can only be done in HTLM editor but it should be able to be done in the editor screen (the applies to the cloud and portal text editor).
5 votes -
Make Proposal Title a field available in Check Designation Configuration
For grants that are generated from proposal, I would like to have the proposal title in the Check Designation Configuration.
We often have multiple grants for a single organization. Having Proposal Title in the Check Designation would be very helpful. We currently have to run agreement merges from the proposal because the Title is not available on the Grant record.3 votes -
Workflow Modifications
In Workflow, if you have a large number of grants to approve, you have to return to the notification icon at the top of the page each time in order to be taken back to the list to keep approving. This is time consuming when you have a lot to get through. If we could set it up so you can move from one request to the next, that would save a lot of time!
4 votes -
Add page format options and header/footer to batch correspondence
Currently, we are unable to add a picture header to the correspondence template. There is also no option to center, right justify or left justify text or pictures when editing the template. We have also noticed that when we generate batch correspondence from templates created in FCG, the formatting (margins) are not set correctly the way they are in GE Classic.
8 votes -
Allow the option to Inherit Grant Characteristics from Payees, instead of from recipients
Currently the only option for inheriting characteristics is from the recipient. Please allow an alternate option of from the payee. The example would be a scholarship, where the student is the recipient and the university is the payee. If we inherit the NTEE code from the recipient, it's a student, so that doesn't work. If we inherit the NTEE code from the payee, it would be the University, which is correct. The option of Recipient or Payee is a decision each customer should be able to make in Business Rules.
2 votes -
Hide dashboard
The dashboard (including pie chart and bar graph) is irrelevant to the work I need to do in the Grants page. Yet there it is taking up the entire screen, so that every single time I access the page, I need to scroll past it in order to get to the grants data. Please either make the dashboard hideable (preferably with a default that can be set to hide it) or move it elsewhere.
8 votes -
On the Manage Users screen, add the common grid functions of column selection, filters, and export.
On all other screens with a grid of information, you can select the columns you want visible, filter the grid, and export the grid information. This would be helpful on the Manage User screen as well. For example, you could filter out inactive user accounts of employees who are no longer at your organization. You could export active users and their Role for an auditor who needs system access reports.
8 votes -
Extend Application Timeout
Product enhancement request: would you please extend the timeout length for both Foundation Cloud Grants (FCG) and Foundation Cloud Community Portal (FCCP). applications, it is much too short. If there is no restriction on NPact’s side, I request the timeout times be set at 45 minutes.
8 votes -
MFA verification code via email
On portal and cloud
3 votes -
Time Zones Should Be Clear in Timestamps
When looking at a submitted proposal application, it shows the time they were submitted but doesn't say which time zone. Through testing I found that the timestamp was in Central Time. There should be a way to change the time zone to reflect where the organization hosting the applications is based, not where the server is hosted. If this cannot be done, then the CT should be added to the timestamps to make clear which time zone is reflected in the timestamps.
3 votes -
Add "Quorum Met" column to check run grid
When selecting Grants to go onto a Check Run in GE Classic, we review the QuorumMet field. This field indicates to us if the grant was approved by the committee (ALL of our Grants must be approved). Only grants with a QuorumMet equal to Yes can go onto a Check Run and be paid. However, the QuorumMet field is not available in FCG. Please make this field/column available as soon as possible.
5 votes -
Ability to Delete Email Correspondence
When testing the email capabilities from a grant in correspondence you do not have the option to delete an email. We would like the ability to delete.
4 votes -
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.1 vote -
Delete Option in Field Builder
Add delete option in field builder. Right now there is only the ability to delete a field in layout view, but it should be available to do in field builder too.
2 votes -
Anything to make fund statements easier to download
It took me 6.5 hours to download our fund statements (never mind the printing, sorting, and mailing). This has been a constant issue and we have gotten nothing resolved.
3 votes -
Collect Social Insurance Number in a Secure field (Canadian Clients)
In Canada, we need to issue T4A tax forms to scholarship recipients annually. To do this we need to collect the applicant's Social Insurance Number (SIN). The SIN is sensitive information and should receive a higher level of protection from a cyber security standpoint. Raiser's Edge has a field for SIN on an Individual record that allows the number to be masked for any user that does not have special security rights.
I would like a special field that can collect and protect the SIN in the Spectrum Portal that also carries through to the FCG and possible RE.
It…1 vote -
Out of the box correspondence templates
We need default correspondence templates, like grant transmittal letters.
7 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.
5 votes -
Grant ["History"] screen and Grant ["History"] tile requests
In FCG, a grant ["History"] screen available on both fund and constituent records, that is comparable to the grant ["History"] screen in GE Classic.
The current Grant ["History"] tile in FCG provide the ability to add all available grant ["History"] fields, and the ability to search and filter the results. I would also suggest that it be a full page tile, not limited to one-half the page.
Thank you.
5 votes
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