Contents x
- Foundation Cloud
- GE Classic
- Getting Started
- Online Grant Requests
- Batch Operations
- Constituents
- Funds
- Grants
- Online Apps
- Proposals
- Scholarships
- Reviews
- Query
- Reports
- Workflows
- Control Panel
- Miscellaneous
- Software Updates for Self-Hosted Clients
- Web Portal Processing Queue
- Foundation Cloud Grants
- Getting Started in Foundation Cloud Grants
- Batch Operations
- Constituents
- Funds
- Grants
- Designated Grants
- Online Grant Requests
- Online Fund Requests
- Online Apps
- Proposals
- Scholarships
- Review
- Query
- Settings
- Correspondence
- Data Tools
- Manage Users
- System
- Locked Records
- Business Rules
- Updating Foundation Information
- Managing the Recently Accessed List
- Adjusting Record Limits
- Configuring Finance Information
- Configuring Bank Information for Check Runs
- Configuring Grant Information
- Configuring Constituent Information
- Configuring Proposal Information
- Configuring Scholarship Information
- Configuring Online Applications
- Characteristics
- Workflow
- Reporting
- Payment Requests
- Miscellaneous
- Foundation Cloud Grants Knowledgebase
- What are the password requirements for Foundation Cloud and what information does NPact store regarding passwords?
- Query field creation failed
- Why is SyncHarmony not creating FE Vendor records when creating a Constituent from an Online Grant Request?
- How do I remove a user from NPact’s solutions and systems?
- Working with CRM and Finance Systems
- Foundation Cloud Community Portal
- Getting Started
- General
- Register a New User or Organization Contact
- Updated Grant Request Form (v2.7.5)
- Foundation Cloud Community Portal Donor Data Mapping
- Troubleshooting Email
- Email Setup for Community Portal
- Updating Automated Email Content
- Setting up File Manager
- Setting up MFA in FC Community Portal
- MFA Reset - Community Portal
- Unlocking a Web User Account or Setting a Temporary Password
- Portal Administration FAQ
- Giving Opportunities
- Establishing a New Fund as a Donor
- Submitting a Fund Transfer Request as a Fund Advisor
- Submitting a Grant Request as a Fund Advisor
- Site Admin
- Fund Investment Tool
- About Fund Investment Tool
- Home
- Income Allocation
- Admin Fees
- Spending Policy
- Rebalancing
- Reports
- Control Panel
- Fund Investment Tool Sync with Financial Edge
- Fund Investment Tool Release Notes
- Fund Investment Tool 1.9 Release Notes
- Fund Investment Tool 1.8 Release Notes
- Fund Investment Tool 1.7.1.0 Release Notes
- Fund Investment Tool 1.7.0.0 Release Notes
- Fund Investment Tool 1.6.0.0 Release Notes
- Fund Investment Tool 1.5.0.0 Release Notes
- Fund Investment Tool 1.4.0.0 Release Notes
- Fund Investment Tool 1.3.0.0 Release Notes
- Fund Investment Tool 1.2.0.0 Release Notes
- Fund Investment Tool 1.1.0.0 Release Notes
- Fund Investment Tool 1.0.0.5 Release Notes
- Fund Investment Tool 1.0.0.4 Release Notes
- Fund Investment Tool 1.0.0.3 Release Notes
- Fund Investment Tool 1.0.0.2 Release Notes
- Fund Investment Tool 1.0.0.1 Release Notes
- Fund Investment Tool 1.0.0.0 Release Notes
- What's New in the Fund Investment Tool
- Erro: Finance API call failed when calculating batches
- How to work with Investment Accounts in the Fund Investment Tool
- How the Fund Investment Tool Obtains Balances
- How to unpost a batch in the Fund Investment Tool
- How to add funds to a pool in the Fund Investment Tool
- How to update Data in the Fund Investment Tool
- Fund is missing interest and gains in income allocation batch
- Log in screen for Fund Investment Tool does not load
- Editing pool name and journal code opens a new window
- How are funds removed from the Fund Investment Tool?
- How to remove a fund from a pool in the Fund Investment Tool
- Calculate button does not update batch status to CALCULATING
- The Pool cannot be deleted because it has been used when trying to delete a pool
- Not able to save when Adding Fund on Fee Family
- Account added on New Rebalancing Strategy does not show when editing
- Table Values do not update until after refresh
- Editing a rebalancing strategy on a fund shows blank filter on Fund config screen
- Searching on the grid does not hide records not in the criteria on the Fund config tab under Rebalancing
- Pool Fund dropdown does not remove already selected funds
- Help Content on filter does not load correctly
- Fund sync does not bring in start and end date
- Error re-sending journal entries back to Financial Edge
- Sync Tab for non System Administrator Roles does not appear
- FIT User Status column on User Admin page is incorrect
- Error There was a problem deactivating the user please check error log when deactivating a user
- Edits to Fee Schedules do not function correctly
- Two users cannot view a batch at the same time
- How do I delete a admin fee schedule code or a fee family?
- How do I delete a spending policy code?
- How do I delete a Rebalancing Strategy or Strategy Accounts?
- How do I reset my password for the Fund Investment Tool?
- How do I connect to Financial Edge from the Fund Investment Tool?
- Monthly Workflows
- Rebalancing Mark As Posted adds Duplicate Grid
- Importing Batch Spreadsheet does not complete
- Edits to default accounts do not save
- Fee Schedule Edits do not function correctly
- Adding account amounts on rebalancing strategies do not add correctly
- When adding or editing a rebalancing strategy, all fields say they are required but are not marked with red asterisk.
- Post date is missing red asterisk to mark as required
- Fund Config Amount or Percentage allowing a non-zero number when not set
- Income types grid does not update after making changes
- Multiple income types can be selected when creating a pool
- FIT password change does not function correctly
- Changes cannot be saved when editing a pool that is checked as Fee or Spending Policy
- Record count shows on next line
- Batch Details briefly shows the previous date for Post Date value on save
- Rebalancing Settings window does not close after clicking Save
- Inactive funds show associated with investment pools
- Removing permissions for a role removes permissions from other roles
- Admin Menu Permission not applying correctly to Power User Role
- Create password for undefined..the email failed when clicking forgot password when no email address is entered
- About Fund Investment Tool
- Charity Evaluator
- Sync Harmony NXT
- White Papers
- FIMS to FC Workflows
- FAQs
- Support Portal
- Webinars
- Foundation Cloud Release Notes
- Print
- DarkLight
- PDF
Contents
Help Content on filter does not load correctly
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When accessing Help Content from a filter, the content does not load correctly.
Answer:
We are currently investigating this issue and will be resolved in a future FIT release.
Steps to Duplicate:
Example 1
1. Navigate to any page
2. Click the Filters button
3. Click the help Icon
4. Note that a new window opens and the format shows incorrectly.
Example 2
1. In the top right, click “Welcome, USER NAME"
2. Click Account to open your Account Details
3. Click the help Icon
4. See that a new window opens
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