205 results found
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Charity Check enhancements
- Make accepted org types list configurable
- Review whether we are downloading the OFAC list (terrorists) and using it
- Implement multiple Research links for constituents (not just GuideStar, but CharityNavigator and LexusNexus, etc.
4 votes -
Generated Correspondence Editing Saves
When creating correspondence documents in GE NXT, the document generates which then allows the user to edit the document. However, these edits do not save on the grant record, it still shows the original generated document.
This differs from the Classic functionality where the edited document saves on the record.
4 votes -
Constituent
We would like to see a list of online applications submitted by the constituent on their constituent record
3 votes -
Add a new query table for grant queries that surfaces the acknowledgement data from the Fund
We need a new query table for grant queries that lists the acknowledgement from the Fund. Not all grants start on the portal. As it is currently, the query view is leveraging acknowledgement details from the online grant request. That makes it difficult to use correspondence templates on grant records that did not start from a request form. Please, make available the Default Acknowledgment Letter Addressee data fields, which are located on the fund tile from within a grant record.
3 votes -
Query area improvements: ability search query names, see who created query in the grid, and edit queries from the individual query screen.
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 -
Remove "spinning wheel" from overlapping the search box while you're typing in a search item.
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 -
Auto-populate Search with Last Name
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 -
Add Payee Field to Online Grant Request Details Screen
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 -
Add GE Constituent ID to GE Records
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 -
Please add a Justify formatting feature in the HTML Editor
While creating and formatting web applications, there is no option to Justify a line of text or field.
3 votes -
Ability to search by ID in Designated Grants area
I would like the designated grant ID to be a searchable field
3 votes -
Status field to be added to list of available fields in Designated Grants area
I would like to request that the "Status" code be added to the available fields in the designated grants module.
3 votes -
Grant ["History"] Fund name on the Constituent to appear as it does in Classic GE.
We would like the Grant ["History"] Fund name on the Constituent to appear as it does in Classic GE.
3 votes -
Add more available email contacts in correspondence
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 -
Fund Requests - Fund ID validation
The fund IDs all need to be the same in RE/FE/GE.
3 votes -
Spectrum pulls end-dated grantees
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 -
Funds
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 -
Annual summary
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 -
Add Docket data points to query
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 ApprovalApproval Submission Details:
-Docket
-Grant number
-Status
-Recipient
-Fund
-Date Submitted2 votes -
Add the ability to search by GE Constituent ID when adding a recipient or payee to a grant record
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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