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  1. 8 votes

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    Dana Jeffery supported this idea  · 
  2. 161 votes

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    Dana Jeffery supported this idea  · 
  3. 44 votes

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    Dana Jeffery supported this idea  · 
  4. 62 votes

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    Dana Jeffery supported this idea  · 
  5. 3 votes

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  6. 25 votes

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  7. 19 votes

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  8. 14 votes

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    Dana Jeffery supported this idea  · 
  9. 47 votes

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    Dana Jeffery supported this idea  · 
  10. 19 votes

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    Dana Jeffery supported this idea  · 
  11. 6 votes

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    Dana Jeffery supported this idea  · 
  12. 44 votes

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    An error occurred while saving the comment
    Dana Jeffery commented  · 

    Yes, this is a real problem. For various reasons we ask for the Follow Up submission to be uploaded within the renewal request, but when a new applicant comes in to apply under renewal, they cannot view the previous follow up information, and they then have to get in touch with us. So we have to get the copy in there for them...

    We have the Organization View open on our site, and it seems strange that they can view the request information and the award details, but no follow ups. Why would this tab be unavailable?

    I was actually unaware of this issue, mostly because -in the past- organizations would share log in details when there was a change in staff, and so they would have had access, in this scenario.
    We have now made a note to applicants that we prefer to keep track of changes in staffing and now create log ins for each organization's new contacts, so this is posing quite an issue. They should be able to see everything in the Organization View for these grant histories. I am trying to understand why this wouldn't be available...
    Any information about the reasoning might help us, so we can figure out a way to find a work around. Or convince you to change the setting! :)

    Dana Jeffery supported this idea  · 
  13. 30 votes

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    Dana Jeffery supported this idea  · 
  14. 43 votes

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    Dana Jeffery supported this idea  · 
  15. 15 votes

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    Dana Jeffery supported this idea  · 
  16. 33 votes

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    Dana Jeffery commented  · 

    If I remember correctly this used to be how the document uploads worked, back in 2012 or so, but a release somewhere along the way separated this out.
    It may have been the Comments section from a request, or both, as they would appear on both the Request page and the Organization Profile page.
    I agree though, because there are times that something is pertinent to the specific request, but the organization as a whole.
    Right now I just upload on both pages...

    Dana Jeffery supported this idea  · 
  17. 31 votes

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    Dana Jeffery supported this idea  · 
  18. 9 votes

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    Dana Jeffery commented  · 

    Yes, it would be helpful to keep things organized. Especially if you have a large number of reports.
    Ideally it would be great to be able to have folders and be able to move and organize them. The notion of folders is taken from the Shared Documents area, as that is organized in a way that is manageable.
    Organizing of reports and emails have been mentioned before on the Idea Lab, but I haven't seen whether they have been considered or not, yet.

    I would love folders for reports, email templates, and, while I am at it-merge templates! Just sayin'...if this can be looked at I think it would help many others.

    Dana Jeffery supported this idea  · 
  19. 23 votes

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  20. 22 votes

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    Dana Jeffery supported this idea  ·