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  1. Suggestions for Custom Columns

    It would be helpful to see the amount awarded from the All Open Approvals screen.

    From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?

    Finally, it would be helpful if the primary user column were visible on the Organizations page.

    9 votes

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    Under Consideration  ·  2 comments  ·  Custom Data  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Individual Contact on Request History tab

    It would be very helpful to have a column that listed the individual contacts who submitted the request on the Request History tab in the Organization Summary page. When we have large organizations like schools with several different applicants, it would be nice to see who did the individual applications in the request history.
    Is this something we can make customizable?

    3 votes

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    4 comments  ·  Custom Data  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Ability to view additional fields on the Request Summary

    It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.

    17 votes

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    5 comments  ·  Custom Data  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add additional "Document Types" under Request Documents

    Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.

    13 votes

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    3 comments  ·  Custom Data  ·  Flag idea as inappropriate…  ·  Admin →

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  5. "Flag" an Organization

    Periodically we have organizations we need to flag because of various reasons: Not to Apply Again, Budget Questions, or Other...it really all depends on multiple things. But, we need to dig around in the Organization Comments or Request Comments to find specific notes.

    With different staff members taking calls from applicants, we are not getting cohesive notes at times, or someone missed something and spoke too soon.

    An example is letting an applicant know they can reapply in the next round, when another staff member had indicated that their last grant was, literally, to be their last grant.

    If there…

    72 votes

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    Feedback Needed  ·  23 comments  ·  Custom Data  ·  Flag idea as inappropriate…  ·  Admin →

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  6. foundation assigned grant numbers

    We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…

    16 votes

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    Proposed Idea  ·  7 comments  ·  Custom Data  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Mulitple Addresses under Org

    We often give to organizations who in turn fund other individuals (actual grant recipient) in separate locations. It would be great if we could have both the general organization info as well as a place for contact info for individual recipient. Sometimes, we even give to one organization with multiple grants, each eventually funding different individuals around the world. I am somewhat new to this so I may be missing something...

    Idea posted June 15, 2011 by Amity Wicks, Rivendell Stewards Trust

    4 votes

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    Feedback Needed  ·  8 comments  ·  Custom Data  ·  Flag idea as inappropriate…  ·  Admin →

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