Create an "About" section for an organization that is not visible to the organization.
Our due diligence process involves an external evaluation by program officers. We grant to many of the same organizations each year, so these evaluations are updated, but the base information remains the same. We don't want to use the evaluation tool as part of the process, because it isn't very accessible once the cycle is over,and our board shouldn't have to "dig" for information. It is also a lot of work to "re do" each year. We would love to be able to customize an "About" section in the organization profile that could be updated each year.
Heather Stohler
shared this idea
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Heather Stohler
commented
Hi Chris:
We could use this, but it is very rudimentary. For a CRM not to have a due diligence or communications tracking ability makes it a very limited tool. For example, if we lost a Program Officer, we wouldn't be able to use Foundant to track our contact or updates with them as they progress in a reportable way. We would have to export the entire section and then peal through the data.
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Hi Heather,
Thanks for the suggestion and for following up!
Is there any reason you can't use the Organization Comments or the Organization Description to achieve this? Just curious - a bit more feedback can help.
Thanks much,
-chris -
Heather Stohler
commented
I'm following up on this one! Any movement?
