32 results found
-
brooke@thereserfamilyfoundation.org
I would like a small number of users attached to a process to have limited visibility so that they cannot view the request history attached to an organization. This would require changing the 'Organization Viewable By Applicant' setting, but when you set it to User-by-User defaults, it will change all of the Users in our account to NOT see the History. Is there a way to update "Organization Viewable by Applicant" as a setting in each process? Thank you!
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 -
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 -
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 -
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 -
1 vote
-
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 -
Create/Enhance CRM capabilities
We would like to pull reports based on the organization and the people who are listed as contacts - not just grant-associated. It is not useful to have a separate crm - especially one that does not integrate.
1 vote
- Don't see your idea?