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  1. Evaluating Follow-up submissions

    102 votes

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    Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Lynn Larson commented  · 

    I agree with Malcolm. It would be incredibly helpful to us as well if we could assign an evaluation for the final reports that come in. Right now you can't easily see if you have gone in and reviewed a final report unless you go in again and see if any comments have been made in the comment boxes.

    It seems like such a natural progression for the process, but then I am not a programmer! :)

    Please consider looking at this possibility again, because it would be a wonderful way to complete the full circle of our process.

    Thanks!
    Lynn Larson
    Fred & Jean Allegretti Foundation

  2. LOI decline vs application decline

    11 votes

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    Feedback Needed  ·  7 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Admin →
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    Lynn Larson commented  · 

    Chris,

    I agree with Jessica and would like to add our name to the list of desiring to see the detail of which stage the denial was given. I realize it is tabled for now, but here is my vote for the change.

    -Lynn Larson
    Fred & Jean Allegretti Foundation

  3. Read only reports for board members

    5 votes

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    Under Consideration  ·  4 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Lynn Larson commented  · 

    Chris,

    1. In my situation...I am the staff evaluator! :) However, if I were to imagine our situation, with someone else as the staff evaluator, I would still prefer that reports be read only to any one other than the Administrator.

    2. With the "Admin Lite" role, I would prefer that reports be read only and I believe that standard and saved reports would be sufficient. I think that the reporting tool is too much for someone who is in the system only occasionally. It is easy enough for any other "role" in the organization to ask for a report to be run than to try to run it themselves. It could be run by the administrator and saved and even be uploaded to Shared Documents if desired. Read only seems to be a great answer for our situation.

    Hope this helps you.

    -Lynn

    Lynn Larson shared this idea  · 

  4. Payment Address

    7 votes

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    9 comments  ·  GLM & SLM Idea Lab » Payments  ·  Admin →
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    Lynn Larson commented  · 

    I like the idea of the registration page having a way to highlight whether an address is a mailing address, a physical address, or a payment address (in case that may be different than the mailing address. We often will hand deliver checks so having a physical address is important too.

    Lynn Larson

    Foundation Administrator

    Fred & Jean Allegretti Foundation