Settings and activity
83 results found
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11 votes
An error occurred while saving the comment Dana Jeffery supported this idea ·
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56 votes
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102 votes
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23 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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31 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. -
39 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. -
9 votes
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163 votes
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70 votes
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27 votes
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21 votes
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53 votes
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19 votes
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8 votes
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49 votes
An error occurred while saving the comment 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! :) -
45 votes
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16 votes
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34 votes
An error occurred while saving the comment 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... -
40 votes
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9 votes
An error occurred while saving the comment 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.
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???