key interactions - tagging across user / organization / request
I wish we had the ability to tag an interaction so that it shows up in relevant places. For example, I just created a note about a phone call with an individual in that individual's profile. I wish I could have that note also show up in the organization's profile. And then, when they do create a request, have the ability to tag the comment to the request. I might just delete the comment from the individual and put it on the request when it comes in, since that's a more useful for grant reviewers to be able to see it. Otherwise, I might just continue to track in a spreadsheet, since I have to copy/paste from the spreadsheet to a note on the request anyway.
We still struggle with how to record interactions for a new organization that's not in the system yet. Don't necessarily want to add an organization or user if they may not apply. So our spreadsheet comes in handy there, too.
Katie Bradshaw
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