Adding Follow ups from Decision\Approval page
It would be helpful to be able to add follow ups from the decision\approval page.
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Mariah Williams commented
This is a great new feature. Is it possible to turn on this feature to use upon entering the payment details for a grant?
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Mary Nicosia commented
Hi Chris - I implemented this right away and used it for two clients, so far. Works great!
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andy commented
Chris,
Now i have an issue with this. The popup box shows up for every grant approved even though we don't use followups. Is there any way to disable followups?
Andy -
Mary Giraulo commented
And it's so easy to set up! Thanks for a great new feature!! I sort of can't wait to approve my next set of grants, knowing that a lot of the work is already done.
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Chris Dahl commented
Hi all,
As of 5.6.0 - released to Production on Tuesday, September 1 - the new 'Auto Assign Follow Up" feature now allows you to assign follow ups more easily when you approve a grant.
Thanks again for the suggestion!
-chris -
Chris Dahl commented
Hi all,
If you read the update on this thread, I think you'll be happy with the changes that will be coming in terms of assigning follow ups! Let me know if you have additional thoughts on what we are looking at doing as I describe the changes.
And thanks again for your feedback - definitely has an impact on the GLM product.
-chris -
Kristen Cullen commented
Agreed! I'd love to see this as well.
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Diane Crisp commented
Yes, please add this capability!
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Kathryn Treanor commented
This would be very helpful to us as well.