Ability to save decision comments before finalizing LOI/App approval/declination
I love the ability to enter in decision comments, but if we don't finalize the decision (approve/decline) of an LOI or App., GLM doesn't save those comments. It would be valuable to me if comments could be saved in interim, because certain LOIs/Apps require further discussion with other Board members. Right now I resort to printing out the LOI/App and keeping written notes to bring to a meeting.
Idea posted July 3, 2012 by Meredith Huffman
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Chris Dahl commented
Hi Meredith,
Thanks for the suggestion. You might take a look at my response to this post - Add Comment Field and List on Overview Page. Basically, we're looking at adding the ability to enter comments for the Applicant Process (on the overview page for it). The Applicant Process gets created even when the LOI or Application is just a draft.
Let me know what your thoughts are.
posted July 20, 2012 by Chris Dahl, Foundant Technologies