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GLM & SLM Idea Lab: UI/UX

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Allow Adding Custom Columns to All Pages - Especially Organization Summary

The Organization Summary Page currently shows Status, Amount Grant, and Amount Paid. It does not allow us to readily see which of our Program Staff a grant is assigned to. As we award multiple grants to one specific organization and oftentimes, those grants are assigned to different Program Staff in our office, it would be wonderful to see at a glance, which PS person a grant is assigned to. Similar to the way we are able to add a few custom columns to the Follow Ups Submitted page, we should be able to do the same on ALL pages we view, but especially the Organization Summary, please.

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Jmorris shared this idea  ·   ·  Report…  ·  Admin →
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  • Peggy Kennedy commented  ·   ·  Report

    It would be great to be able to customize the columns on the Organization Summary page. For example, I don't need the Decided column because the Process would give me that information, but a column for Funding Area would be really helpful!

  • Peggy Kennedy commented  ·   ·  Report

    I would love to be able to add a Funding Area custom column to the Organization Summary page.

  • Anonymous commented  ·   ·  Report

    Also, please consider adding "Amount Requested" to the Organization Summary page. Our Board likes this document, but also wants to know history of amounts requested vs amounts awarded. Would be great to customize. I would delete Process Name, for example. My board doesn't care to see that when reviewing.

  • andy commented  ·   ·  Report

    Ditto for us. We use a hidden field to assign each Organization a unique code. I'd love to see it on the summary page.

  • Sue BD commented  ·   ·  Report

    I agree that a customized Summary Page would be great. In looking at my list of grants, the grant contact name is not nearly as important to see as the amount requested.

  • Betty commented  ·   ·  Report

    Hi Laura,

    Thank you for your Discussion post. I am going to add this to the Idea Lab as an reqeusted enhancement.

    Thank you,

    Betty

    posted July 16, 2013 by Betty Bloomer, Foundant Technologies

  • Ideas commented  ·   ·  Report

    Hi All,
    It would be so helpful if I were able to choose the data that appears on the Organization Summary Page. For example, it provides the date of the grant, but we don't use that date and would much prefer to use a date we have as a custom field.

    Additionally, before the request is decisioned, it would be very helpful to see the amount requested field.

    By bottom line, it would be great to make this section "customizable"!

    Thanks

    Laura

    posted June 12, 2013 by Laura Kurzrok, Eastern Bank Charitable Foundation

  • Betty commented  ·   ·  Report

    I'm posting this requested enhancement on behalf of Laura Kurzrok.

    Hi All,

    It would be so helpful if I were able to choose the data that appears on the Organization Summary Page. For example, it provides the date of the grant, but we don't use that date and would much prefer to use a date we have as a custom field.

    Additionally, before the request is decisioned, it would be very helpful to see the amount requested field.

    By bottom line, it would be great to make this section "customizeable"!

    posted July 16, 2013 by Betty Bloomer, Foundant Technologies