Settings and activity
66 results found
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8 votes
Dana Jeffery supported this idea ·
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1 vote
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33 votes
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77 votes
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37 votes
An error occurred while saving the comment -
90 votes
An error occurred while saving the comment People still want this feature. Our work around is okay but not that helpful. Would love to have this feature implemented. Sad to hear it is just in C-Suite. Do we need to get C-Suite to make our system work better for us? :(
Would love an update. Feedback Needed... Here is my feedback:
Organization Summary, Viewing Any Form Submitted, Viewing Requests - basically, anytime we are reviewing something to do with the organization. I figured one would go into the Organization Summary to set the flag.
I would like it to be viewable in any area that a report or similar pulls information from the Organization Summary, so any and all options. I wouldn't care either way if Evaluators see it. That is a possibility, but it is mostly for Admins and Staff...but could be possible for all users.
Thank you for consideration! :)An error occurred while saving the comment Anonymous commented last in 2019 with a handy way of doing this sort of flagging, which is great. We also added a field to the Organization details for something that we had wanted to flag, which is helpful.
I am still wondering though if there was another look at this for something (simple visual cue) at a glance. Is this still "under consideration" or just waiting for more votes? Maybe I will wrangle up a few more votes...
:oP -
8 votes
An error occurred while saving the comment This is something we have wanted for years, and maybe it isn't a high priority for other funders, but it has been a priority for us.
I wanted to see if this has had any traction? The suggested identifier is good and we would love to see this put into "Implemented" status. Is that likely??? -
106 votes
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51 votes
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79 votes
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21 votes
Hi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
Best
sammie
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22 votes
An error occurred while saving the comment For my purposes, that captures the sort of information I would be looking for, in terms of Organization merge. I haven't yet used the User Merge, which is a fairly rare option for us, but an Organization merge happens frequently and those are the sort of details I cross-reference. Thanks, Sammie.
An error occurred while saving the comment Yes, I am with Yurianna. You can see the "Created" date of the organization, and I just have to randomly hope that the one with the most recent created date has the best information when I commit to the merge - otherwise I have to go back and forth to view what has the most recent activity.
I recognize, it isn't necessarily going to break anything in terms of history and access, however, knowing that the account has been used recently indicates to me that they have looked at the details on their account, thus address and phone numbers could be more accurate. -
34 votes
An error occurred while saving the comment While I am very used to reassigning a follow-up grant report for new contacts, there have been times where we have pertinent information that appears in the follow-up, so it is helpful for new contacts to be able to also view past completed reports.
Can we please have the option to make Follow Ups viewable for All, as we have the ability to have all users for an organization to be able to view the Organization History. I am confused why this element of the history is not visible.
This has been suggested elsewhere, so I feel like the votes for this are much higher if you combine all the related suggestions.
The work arounds are annoying, to be honest, so it would be helpful if the Follow Ups were not like a dead-end in the process. Especially when we think about Multi-Year grantmaking.
Thanks!