Settings and activity
63 results found
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11 votes
Dana Jeffery supported this idea ·
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2 votes
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1 vote
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2 votes
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5 votes
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4 votes
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4 votes
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5 votes
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3 votes
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34 votes
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41 votes
An error occurred while saving the comment -
9 votes
An error occurred while saving the comment 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??? -
51 votes
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93 votes
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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
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25 votes
An error occurred while saving the comment 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.
An error occurred while saving the comment 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. -
35 votes
An error occurred while saving the comment 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. -
3 votes
An error occurred while saving the comment Yes, to all of the above. I came to the Idea Lab to ask for this. We have a board member that wants to see what the Fail responses are. We are probably not going to want to reach out to help folks, but we want to see if we can learn from these to make things clearer. We have a fairly large quantity of folks that do not meet our requirements, unfortunately.
I can see that I can add Eligibility information into Quick Export, but this would mean that they have passed, which is not what we want.Also, we find it a tad frustrating that we can only see the User name, and not the organization they are associated with. It would be great if within the Eligibility Center you could select all, and instead of just Reset Eligibility, there was a Quick Export option there.
I would welcome a conversation about our Eligibility Quiz sore spots. I think we have a few.
(Not sure if the Feedback Needed was just for Jennifer, or for any of us) -
21 votes
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6 votes
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!