Follow Up Forms in Org History
Add an option for Follow Up forms to be shared to all users within an organization.
For new users, even if the system is set to share all organizational history, follow up forms are not shared unless manually added using the collaborate feature. With the high turnover in nonprofits, for multi-year grants, reports may be filled out by a different staff member on each report & need to see what was previously submitted on follow up forms/reports, not just the application. With over 100+ grantees, this can become a huge time burden to manually add new staff to each past follow up form. It would be great to have the option to make a follow up form part of the organizational history as part of the set-up of the form.
2
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Dana Pair Hernandez
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