Abandon Follow Up
Abandon Follow Ups
It would be helpful to have the option to Abandon a Follow Up form. Right now, that is not an option and the only way to remove the Follow Up from the dashboard is to Delete it.
Our foundation assigned a Follow Up form for a survey after our giving day. The survey Follow Up is not required, so we are not chasing down nonprofits to complete the survey once we got past the due date. However, we now have a number of those incomplete Follow Ups on the dashboard, which I will have to Delete. The Delete function must be done individually, and there is a confirmation window to verify the action. I would prefer to Abandon, so that the incomplete Follow Up would still show on the nonprofit's GLM account instead of disappearing.
Rebecca Wardle
shared this idea
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Megan Cacciola
commented
The other option is to mark the follow-up complete, which is also problematic. Doing this makes it impossible to distinguish between follow-up that is truly complete and follow-up that was abandoned post-award. Sometimes organizations go MIA after an award, and there is little we can do but move on. I'd prefer to have a record of the incomplete follow up.