Search Requests By City/State
We love the improvements for the Requests & Decisions search, but one thing that would absolutely make our work easier is to add City and State within the searchable fields.
Sure we can develop a saved Report for all the states across the US, but that won't offer a link to view the organizations we are funding.
Right now, we can search for City/State within Contacts -Organizations but this does not indicate whether organizations have been funded or they had applied and were not funded. We still then have to do more sorting, and we just want a quick look at what we funded in an area.
If adding additional fields to Requests & Decisions is too much, can we add some status filter to the Organizations search fields?
Dana Jeffery
shared this idea
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Dana Jeffery
commented
Hi Chris!
We typically look up by the Organization's address, so this would be our preference. We like the simplicity of the Requests & Decisions with the Quick Export features, it pretty much provides everything we need and then some.
Also, we look up by city and state to get a quick glance at organizations we have funded in an area when we are doing some comparisons during reviews.Let me know if you need more details, or clarifying on our use for this feature. Thanks for looking into this!
Best,
Dana -
Chris Dahl
commented
Hi Dana,
Would the City and State options be for the Organization's city and state? Or the applicant's? Or other?
We can look at this at some point going forward - just need a few more details to make sure I understand correctly what you're requesting.
Thanks,
-chris