31 results found
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Calendars
Two thoughts:
1. Have a task automatically populate when a due date is entered in an opportunity.
2. Have a more seamless integration with importing tasks into outlook. Currently, it is kind of clunky and requires more time than it should.2 votes -
Add an option to delete tasks and opportunities
When a task or opportunity is no longer relevant, or has been entered by mistake, there is no current way to delete it, only to mark as inactive. Being able to delete or archive things would be wonderful.
2 votes -
Make Accounts columns configurable, sortable and searchable like Grants
I love being able to configure, filter, sort, and search by all the columns within the Grants section. My organization has A LOT of different account codes. It would be amazing to have the same functionality within the Accounts area.
1 vote -
Main Opportunity Screen
It would be helpful to be able to customize this page, particularly the top section, to show the info I need to know. As it works currently, the information I have entered into the specific opportunity is not all visible on this page.
Thank you!
1 vote -
Profile Categories
It would be helpful to be able to either add a custom category of profiles or to be able to customize the existing categories to meet our needs. There are individuals that I want to keep track of in the database, but they don't fit any of the existing titles.
Thanks!
1 vote -
Files
I love that I can upload files to specific grants, however, it would be more helpful if I could preview or read the files without downloading them again. I wish I could just open them from the platform. I don't usually need to download them: I already have the files. It is just easier to access them from GrantHub Pro.
2 votes -
Hyperlink items within Granthub
Reports should have links directly to the opportunities. For example, if I see the number of deadlines that are coming up, or that are past-due, a simple number is not useful data. A list of those opportunities/tasks and links to view them in more detail would be actionable data.
3 votes -
Automatically add grant opportuntity deadlines/due dates as tasks!
When you add a new grant opportunity and fill in the "due date" field, it should automatically populate as a task, rather than the current system which requires a separate, multi-step task creation process. Its double entering the same information in multiple steps, which is a hassle and creates room for errors.
1 vote -
In Tasks: Send alert email to assigner when task is completed.
Our Grant Specialist team uses the task assignments extensively for items such as Budget Uploads, Budget Revisions, Request for Reimbursement, Request for Funds, Annual Financial Reports, and others. We would find it really helpful to our grant task management if GHPro would send an email alert to the assigner when the assignee marks the task as complete. Currently once a task is created and assigned, the only way the assigner can see the status or updated info is by checking each task individually. Getting a completed alert email would increase efficiency and reduce burden on both the assigner and the…
3 votes -
Customize Grant Opportunity User Permissions
Curious if it has been discussed whether or not it is feasible to add a layer of permissions to "Grant Opportunities" to select which opportunities a User may be able to view or access. It would be nice from an internal controls perspective to be able to limit access due to sensitive info i.e. salary amounts.
1 vote -
Opportunity Custom Field
When creating an opportunity custom field, it would be helpful if you could change the format within the field. For example, if you want the field to contain numbers or a dollar amount, you could change the character formatting as you can in Excel. There are other numbers that I like to track, but it would be easier if I didn't have to remember to put decimal points and dollar signs in every time.
3 votes -
Standardize and alphabetize the list of "assignees" in the tasks
Standardize the list of assignees and alphabetize the list of "assignees" in the tasks section.
Currently, the list of assignees is a mixture of full names and usernames, and they are not in alphabetical order. An alphabetized list of names would be much more helpful and less time consuming.
3 votes -
Quick Add Individual Profiles from Grant or Organization
It would save time to be able to "quick add" individual profiles from the relationships portion of an organization or from the grant opportunity profiles section.
1 vote -
files
In the Opportunities tracking, can we please have the ability to attach emails as a file? Right now, you support "Files uploaded to an opportunity can include: Images, PDFs, text files, and Word documents. Audio and video files cannot be uploaded. Files must be less than 25mb in order to be uploaded." It would be helpful for me to be able to upload an email as a saved file without turning it into a PDF first.
1 vote -
Make Opportunity Budgets reportable by Program Services
Currently, we create opportunity budgets using account numbers that have limited relationships to the budgets we submit to funders - for example, funders seldom want our Simple 401K account number and FICA number lines separated on our proposals.
We also need to see our expenses by Program service - not by accounts. For example - I have multiple consultants being paid under a grant - and for different services - but they are all paid under the same account code in our accounting department.
I have to create a shadow budget in Google to keep track of all of this,…2 votes -
1 vote
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Send email from within GHP to users outside GHP
We need to be able to email from within GHP to people who are our current colleagues, partners, or even funders but are not GHP users. Emails related to tasks (such as reminders, notices) are one function that could be really useful; currently awarded opportunities; researching applications, application in progress, and/or application submitted would also be helpful if we could send email about them.
1 vote -
Assign tasks outside of GHP users
As grant professionals within a large school district, we are not going to require all of our colleagues to become GHPro users. However, we would love to be able to assign our grant Program and Fiscal Coordinator colleagues within the District grant-related tasks and send them reminders from GHPro for things like requests for funding; program or fiscal reports; year-end grant closeout; etc.
1 vote -
Mark a task complete with 1 click instead of 5
I would love to be able to check a box next to a task to change its status to "Complete." It currently requires 5 clicks to make a task complete: Click on specific task, Click on Edit, Click on Progress, Click on Complete, Click on Save. It could take more time to change the status of the task than to do the task itself.
9 votes -
Define relationships between individual profiles and organization profiles
The only current way to link individuals and organizations is by designating a Primary Contact. Clients need to know HOW an individual is connected to an organization, or else using the Relationships tab on a profile is not very helpful. For example, employee/employer, board member/organization, student/school, etc.
7 votes
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