SmartSimple - Submission Manager and Contact Manager filters in Organization Manager
You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.
Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to get a list of Organizations.
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Kayla Black
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