Skip to content
← CommunitySuite Idea Lab

How can we improve CommunitySuite? Search or submit ideas below.

CommunitySuite Idea Lab: Grants, Grantees, Grant Types

Categories

JUMP TO ANOTHER FORUM

(thinking…)

Create Filters for Grant Submissions by Donors via Portal

Currently, "Create All Requests" in Portal will push all the grants to "New". Regardless if I use "load" or "filter" option, it will push all grants through.

Example:
The request has 2x grants that belong to Employee A and 3x grants that belong to Employee B. If "Create All Requests" is used then all 5x grants will be pushed to "New".

Resolution:
I'd like to see a filter where it will only push 2/5 grants through for Employee A or 3/5 grants through for Employee B

3 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Jeffrey Jou shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Jeffrey Jou commented  ·   ·  Report

    Hi Holly, that's a filter to view grants only. With the filter in place, as soon as I hit "Create all request" it will simply push ALL the grants through. It doesn't matter if my filter is on, the "Create all" seems to ignore it.