Juana

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  1. 13 votes

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  2. 13 votes

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  3. 66 votes

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    5 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    The ability to identify multi-year grant payments should be resolved. Payment date was added as a column in the Grant Voucher Bucket for easier identification. It was also added as a filter, so a User can filter on Payment Date after mm/dd/yy and take a Batch action. In Q4 2021, the payment date will toggle to red if the date has passed.

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  4. 11 votes

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  5. 16 votes

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  6. 9 votes

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  7. 11 votes

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  8. 32 votes

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  9. 42 votes

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  10. 36 votes

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  11. 5 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Kristen,

    New notifications and communications are always things we are hearing and evaluating.

    One thing that I would suggest today is reaching out to your CSM to see if moving the information you receive from Program Officers would make more sense and flow better using an Internal Follow Up.
    That way you could be notified when they submit their follow ups.

    -Sammie

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  12. 72 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 7 votes

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    4 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Juana commented  · 

    Data Set for Organization would be very helpful. The organization Packet contains all the information needed; number of requests, number of requests granted, total granted - would be very helpful to be able to pull that information in a report.

    When presenting a "cohort" of potential grantees to our Directors/Board, they like to have the information on whether the organization is new to us or if we've funded them before. If it's the latter, how much we've awarded them up to this day.

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  14. 4 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    Curious if the appropriate flow would that if a request is reassigned all assigned and draft follow ups assigned to that contact are automatically reassigned?

    this would leave any submitted forms with the originally owner, and would also leave any form assigned to another contact at the organization un touched.

    That approach seem correct?
    -sammie

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  15. 48 votes

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    21 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Juana commented  · 

    1- could also submit
    2-3: We often use the due date as an "expected" to submit by. auto emails are very useful to send reminders to the grantees.

    For us, we mainly encounter the issue, as our officer and the grants manager don't always have the time, due to our high volume, to review the follow-up to mark it complete prior to the next follow-up being due. This generates a lot of questions from our grantees that monitor their grants as they know a report is due, though cannot access it.

    Juana supported this idea  · 
  16. 100 votes

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    23 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    HI All,

    Thank you for the feedback thus far.

    I think we are leaning towards the idea of denotating specific fields to be reportable. Do you have examples of the fields you would most like report on?

    As for calculations which ones do you need? we know sum for sure, are there others?

    More to come!
    sammie

    An error occurred while saving the comment
    Juana commented  · 

    Percentage - our budget ask for them to add the cost for the whole budget and then what they are requesting from us. having the percentage info help to identify how much of the budget we're being asked to fund.

    1. Yes
    2. Yes
    3. Yes, helpful for easy access to compare expenses vs. budget

    Juana supported this idea  · 
  17. 6 votes

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  18. 2 votes

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  19. 20 votes

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  20. 3 votes

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    4 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Leah,

    thank you for the feedback, and for keep up with new functionality.

    I think you bring up a good point for people who use the same process year after year. Note they won’t see the entire grant history only active grants (if the request is closed, denied, or abandoned it will not show).

    Best
    sammie

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