Settings and activity
61 results found
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20 votes
Dana Jeffery supported this idea ·
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17 votes
Dana Jeffery supported this idea ·
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13 votes
Dana Jeffery supported this idea ·
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3 votes
Dana Jeffery shared this idea ·
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2 votes
Dana Jeffery shared this idea ·
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2 votes
Dana Jeffery supported this idea ·
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6 votes
Dana Jeffery supported this idea ·
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4 votes
Dana Jeffery supported this idea ·
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4 votes
Dana Jeffery supported this idea ·
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5 votes
Dana Jeffery supported this idea ·
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3 votes
Dana Jeffery supported this idea ·
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34 votes
Dana Jeffery supported this idea ·
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44 votes
An error occurred while saving the comment Dana Jeffery supported this idea ·
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10 votes
An error occurred while saving the comment Dana Jeffery commented
This is something we have wanted for years, and maybe it isn't a high priority for other funders, but it has been a priority for us.
I wanted to see if this has had any traction? The suggested identifier is good and we would love to see this put into "Implemented" status. Is that likely???Dana Jeffery supported this idea ·
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53 votes
Dana Jeffery supported this idea ·
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96 votes
Dana Jeffery supported this idea ·
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21 votes
Hi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
Best
sammie
Dana Jeffery supported this idea ·
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27 votes
An error occurred while saving the comment Dana Jeffery commented
For my purposes, that captures the sort of information I would be looking for, in terms of Organization merge. I haven't yet used the User Merge, which is a fairly rare option for us, but an Organization merge happens frequently and those are the sort of details I cross-reference. Thanks, Sammie.
Dana Jeffery supported this idea ·
An error occurred while saving the comment Dana Jeffery commented
Yes, I am with Yurianna. You can see the "Created" date of the organization, and I just have to randomly hope that the one with the most recent created date has the best information when I commit to the merge - otherwise I have to go back and forth to view what has the most recent activity.
I recognize, it isn't necessarily going to break anything in terms of history and access, however, knowing that the account has been used recently indicates to me that they have looked at the details on their account, thus address and phone numbers could be more accurate. -
37 votes
An error occurred while saving the comment Dana Jeffery commented
While I am very used to reassigning a follow-up grant report for new contacts, there have been times where we have pertinent information that appears in the follow-up, so it is helpful for new contacts to be able to also view past completed reports.
Can we please have the option to make Follow Ups viewable for All, as we have the ability to have all users for an organization to be able to view the Organization History. I am confused why this element of the history is not visible.Dana Jeffery supported this idea ·
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22 votes
Dana Jeffery supported this idea ·
This has been suggested elsewhere, so I feel like the votes for this are much higher if you combine all the related suggestions.
The work arounds are annoying, to be honest, so it would be helpful if the Follow Ups were not like a dead-end in the process. Especially when we think about Multi-Year grantmaking.
Thanks!