Hi tempestt,
thank you for your feedback, I am assuming you want to do this from the contacts tab when viewing the organization, is this correct?

What are you doing with the information that you export?

In the meantime I want to share that you can accomplish from the user search page. If you enter the organization name, click search, you will get back all of the contacts for that organization and then will have the batch option to quick export.

best
sammie

Hi Deidre,

thank you for the feedback. When referring to the main search box are you referring to the Quick Search on the workload page because here you can enter applicant first or last name.

Or, are you talking about ideally have a generanl search box on the dashboard potentially similiar to the process filter that allows you to search across all statuses?

Best
sammie

Hi Beth,

Thank you for the feedback. I assumed this was the area of the page you were referring but knowing how you want to sort is always helpful.

Best
sammie

Hi Heather,

Have you seen what is an MiB help in the form builder for admins? Are you thinking this same converse behind a ? or info icon for applicants?

Thanks for your feedback,
Sammie

Ji Jan,

One way I have seen this achieved is bad an internal question to your application form, this could a radio button or maybe an internal text area to type up your notes. You can then add the internal question into your custom columns.

As for your idea about flag we have talked about this at You Fly We Buy in the past but normally it is in the context of an organization not request. If we were to go down the “flagging” idea how many different flags do you think you would use?

best
sammie

Hi Julie,

Thank you for this suggestion.

One question when adding a group in batch would set the visibility i.e. internal or read only to the whole subset at once, as well?

Thanks for your feedback,
sammie

Hi Sara,

Thank you for your suggestion. I can see where this would be beneficially, especially for high volume applicants.

Best
sammie

Hi Meg,

Thank you for your suggestion. Being there is already a pop up after editting a shared question do you feel we could leave that pop and give two options:

One to update all instances of the questions and a second to for only the form you are on?

Seems like a flow of this style might help in all scenarios.

What your thoughts?
thanks
sammie

HI Paula,

There is a bit of a work-a-round to meet you request, however it only works if you are creating new processes, if you relable the question from one for to the next will no copy. For example I have seen clients add 2020 Project Budget as the label so that the 2019 Project Budget does not copy over.

reach out to support or your CSM to see if this can help we look at prioritizing your request.
-sammie

Hi All,

We allow students to send multiple third party email in event the typo’d the email address, or maybe they need to change out who they put in? Or even maybe resend the link if the third party lost it…

Would you a warning message be helpful in that scenario? Or if they don’t change out the email address maybe it shouldn’t send a new link?

let em know your thoughts,
sammie

Hi Caitlin,

Would mind uploading a screen shot?

Are you seeing this when setting the deadline or from applicant perspective?

Thanks
sammie

HI Irma,

What date would you like to use to filter by?

Thanks
sammie

HI Macy,

For question on the Organization and user form that foundant control we have a question visibility of “Hidden” it feels like this would be helpful in your scenario.

Let me know if you have thoughts.
Sammie

Hi April,

While you can’t do this in the dashboard, you can do it from requests & decisions without having to go into reporting. Does this help solve the scenario you are looking for?

thanks
sammie