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47 results found

  1. Add if/then logic for fields within correspondence templates

    2 votes

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    0 comments  ·  Foundation Cloud Grants » Grants  ·  Admin →
    Emily Zietlow shared this idea  · 

  2. Add "Today's Date" as a Merge Field/Query Field for Grant Correspondence

    7 votes

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    1 comment  ·  Foundation Cloud Grants  ·  Admin →
    Emily Zietlow supported this idea  · 

  3. Provide the ability to add fonts for Correspondence Templates

    2 votes

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    0 comments  ·  Foundation Cloud Grants » Other  ·  Admin →
    Emily Zietlow supported this idea  · 

  4. Add page format options and header/footer to batch correspondence

    10 votes

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    0 comments  ·  Foundation Cloud Grants » Batch  ·  Admin →
    Emily Zietlow supported this idea  · 

  5. Implement a more capable correspondence editor

    30 votes

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    In Development  ·  0 comments  ·  Foundation Cloud Grants » Grants  ·  Admin →
    Emily Zietlow supported this idea  · 

  6. Download batch correspondence in Word

    11 votes

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    In Development  ·  0 comments  ·  Foundation Cloud Grants » Batch  ·  Admin →
    Emily Zietlow supported this idea  · 

  7. Payment level correspondence

    5 votes

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    0 comments  ·  Foundation Cloud Grants » Other  ·  Admin →
    Emily Zietlow supported this idea  · 

  8. Functionality that will allow FCCP credit card donations to automatically create an RE NXT batch when submitted.

    2 votes

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    0 comments  ·  Foundation Cloud Community Portal » Fundholder/Donor  ·  Admin →
    Emily Zietlow shared this idea  · 

  9. Grant Payment Type determined by Payment Default on the GL Vendor Record

    3 votes

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    In Review  ·  1 comment  ·  Foundation Cloud Grants » Batch  ·  Admin →
    Emily Zietlow supported this idea  · 

  10. Recurring Grants

    3 votes

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    In Review  ·  0 comments  ·  Foundation Cloud Grants » Batch  ·  Admin →
    Emily Zietlow supported this idea  · 

  11. Proposal Workflow - Use Batch to Change Task Due Date

    5 votes

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    0 comments  ·  Foundation Cloud Grants » Proposals  ·  Admin →
    Emily Zietlow supported this idea  · 

  12. Add grant characteristics within a batch; multiple characteristics

    2 votes

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    0 comments  ·  Foundation Cloud Grants » Batch  ·  Admin →
    Emily Zietlow supported this idea  · 

  13. Bulk Media Upload in Grant Batch

    5 votes

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    0 comments  ·  Foundation Cloud Grants » Batch  ·  Admin →
    Emily Zietlow supported this idea  · 

  14. Batch correspondence- save and review for later send date

    16 votes

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    0 comments  ·  Foundation Cloud Grants » Batch  ·  Admin →
    Emily Zietlow supported this idea  · 

  15. Ability to configure system default alerts such as cash available.

    2 votes

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    0 comments  ·  Foundation Cloud Grants » Settings  ·  Admin →
    Emily Zietlow shared this idea  · 

  16. We would like to have the Grant details section to have two boxes for Anonymous grants, to mimic what is currently on the grant details page

    9 votes

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    0 comments  ·  Foundation Cloud Grants » Grants  ·  Admin →
    Emily Zietlow supported this idea  · 

  17. Ability for clients to delete a saved grant recommendation

    10 votes

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    1 comment  ·  Foundation Cloud Community Portal » Fundholder/Donor  ·  Admin →
    An error occurred while saving the comment
    Emily Zietlow commented  · 

    I'd add that I think users can delete a saved grant recommendation that they have created, but not those created by another advisor on their fund. For households (e.g. a married couple), this is not ideal, as they want the ability to delete any saved grant rec made by their household.

    Emily Zietlow supported this idea  · 

  18. Add preferred email filter to FCCP Contact Us Tile configuration options

    1 vote

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    0 comments  ·  Foundation Cloud Community Portal » Fundholder/Donor  ·  Admin →
    Emily Zietlow shared this idea  · 

  19. Allow for clients to configure Grant Recommendations grid to include non-FCCP submitted grants as well.

    1 vote

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    0 comments  ·  Foundation Cloud Community Portal » Fundholder/Donor  ·  Admin →
    Emily Zietlow shared this idea  · 

  20. please have a save and copy on an existing grant like in GE database

    5 votes

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    0 comments  ·  Foundation Cloud Community Portal » Grant Applicant  ·  Admin →
    Emily Zietlow supported this idea  · 
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