Settings and activity
49 results found
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38 votes
Debbie Mueller
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32 votesDebbie Mueller
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4 votesDebbie Mueller
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16 votesDebbie Mueller
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5 votesDebbie Mueller
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5 votesDebbie Mueller
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5 votesDebbie Mueller
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5 votesDebbie Mueller
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33 votesDebbie Mueller
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44 votesDebbie Mueller
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20 votes
An error occurred while saving the comment Debbie Mueller
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60 votes
An error occurred while saving the comment Debbie Mueller
commented
I currently color code questions in our forms so it's easy to spot which ones are internal. Additionally, I will sometimes segregate all internal questions in a separate group, if it makes sense for the form. Being able to set highlighting based on what the Visibility has been set to for a question would make this much quicker and more straightforward, as well as ensure consistency. The request seems to be not just about form design, but also about specific records (specific completed forms), so that questions on a particular applicant's form can be highlighted as a form is reviewed so that it can be easily spotted as something that needs attention or revisiting. So, two different functionalities. Both would be useful to me. I would want the ability to designate whether the highlight should be made visible to the applicant or not - it could be handy when communicating an issue to an applicant, but could also be something that you don't want the applicant to be alerted to - something for internal consideration only.
Debbie Mueller
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60 votes
An error occurred while saving the comment Debbie Mueller
commented
For those radio button and checkbox lists where we've included "Other", what we currently have is Other as the data in the checkbox field, then another field containing the user's response to the question "if you checked Other in the question above, please provide detail here". We'd prefer a single cell with "Other: text response".
Debbie Mueller
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148 votesDebbie Mueller
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67 votesDebbie Mueller
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128 votesDebbie Mueller
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6 votes
An error occurred while saving the comment Debbie Mueller
commented
For us as well. Another possibly safer option if that approach wouldn't work universally would be to have a dialog upon reassignment that lists all assigned and draft follow ups for the request and allow for reassignment at that point. It would at least save some clicks, as well as remind the admin that they might need to reassign forms.
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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
Debbie Mueller
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3 votes
An error occurred while saving the comment Debbie Mueller
commented
Agreed. I'm wanting to find all grants related to conservation easements. If I could do a search of all requests that have the string "easement" anywhere within them, it would help me do my job so much better.
Debbie Mueller
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6 votes
An error occurred while saving the comment Debbie Mueller
commented
Since posting this, I have learned that the Question List merge doc can be customized per client. I created a merge doc for the Question List that is perfect for our organization's needs; I just sent it to Support and asked them to replace the existing one with mine.
Debbie Mueller
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Many of our deadlines are on a Friday (I don't want grantees working on weekends to meet any of our deadlines), so most of our notices go out on the weekend. I would like the ability to set the window for when auto-emails are sent (i.e. during working hours on a non-holiday weekday). I really do want our grantees to rest on weekends, holidays, and non-work hours and hate having auto-emails being sent on my/the Foundation's behalf at any of these times.