Settings and activity
3 results found
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37 votes
An error occurred while saving the comment An error occurred while saving the comment 
Kristen Cullen
commented
Hi Chris,
I had envisioned it as an email notification, similar to how administrators can currently program application received notifications. Another example would be the way we have the ability to program automatic applicant email notifications when follow-ups are due. Ideally, each administrator would have the option to use it or not use it to control the "noise level" so it doesn't clog up email.
Sometimes I just need a simple reminder to make a payment, especially when it's at a random time within a grant cycle. I would also like to use this function when a PRI payment is due to us...I foresee it as something that could be helpful for both outgoing and incoming payments.
Let me know if you need any other clarification or if you have other suggestions. I, too, am curious if others would find this helpful.
Thanks.
~kristenKristen Cullen
shared this idea
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4 votes
An error occurred while saving the comment Kristen Cullen
commented
Have you considered having an option for organizations to add a second address field? The “Address 1” line and “Address 2” line work okay
for P.O. Boxes and Street addresses if the city, state and zip are the
same. However, we have organizations with a mailing address in one
location and a physical address in another location. We also have
organizations that have a headquarter address and a local address.For example, the Sierra Club Foundation is headquartered in
San Francisco. Their proposal is
submitted by someone in San Francisco and the grant check is mailed to San
Francisco. However, the site visit takes
place at the local chapter in Minneapolis where we are located. For our
records, we’d like to have both addresses.It would be slick if there was an option to click a box for a
second address and then you could label the address and fill in the appropriate
fields. The second address would only
appear if the box was checked and fields were filled out; similar to adding and
labeling an address on an iPhone. This
would keep the organization and contact area clean. It looks like there is plenty of room to have
a second address field below the original address and above the “primary
contact” information under the organization summary.Thanks for considering!
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29 votes
An error occurred while saving the comment Kristen Cullen
commented
We would be interested in seeing both declined and closed grants on our dashboard as well. Seeing them at a glance would be helpful.
Hi Chris,
Great points. I like your idea of this being a notification option that we set on the "Update Process" page under the Decisions/Approval form. You're right, there's no need to have all of the administrators receive this type of notification. I also appreciate that we'd have the option to set up a notification for one-time grants where the payment is made a month or so down the road from the approval date.
Thank you for bringing this idea up internally and be sure to let me know if you need any additional input.
~kristen