Settings and activity
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4 votes
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Vonda Carr
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90 votes
An error occurred while saving the comment Vonda Carr
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Agree!
Now that there is more than just me using the system, a "folder" system would be wonderful. Not everyone understands my shorthand and where to find templates. I'm trying to use the template feature more, but it gets hard to find documents quickly and I drift back to file explorer where I can keep forms together.Vonda Carr
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5 votes
An error occurred while saving the comment Vonda Carr
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Upvote!
Right now we rely on institutional knowledge from someone in the building to remember who has a fiduciary, name change, new tax id number, etc. I do keep a spreadsheet of bizarre names, fiduciary orgs, and name changes. Another outside document that needs to be maintained.With the addition of pinned comments, we "pin" a comment on the profile stating who is their current fiduciary. But this is not a searchable option.
We do have CSuite and those that have access can search for org names and hope to follow the breadcrumbs.Attached is what I do in GLM for an organization that just needed a change. This one is not exactly the same situation. However, I have several similar to Danny's post.
Vonda Carr
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8 votesVonda Carr
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5 votesVonda Carr
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6 votesVonda Carr
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3 votesVonda Carr
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50 votesVonda Carr
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48 votesVonda Carr
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43 votesVonda Carr
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26 votesVonda Carr
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29 votesVonda Carr
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19 votesVonda Carr
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6 votesVonda Carr
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8 votesVonda Carr
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7 votesVonda Carr
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13 votesVonda Carr
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8 votes
An error occurred while saving the comment Vonda Carr
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Yes! The evaluator 1 scores impact the evaluator 2 decisions. When evaluator 1 goes back to make changes, it snowballs the rest of the process.
Vonda Carr
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10 votesVonda Carr
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15 votes
We are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
Vonda Carr
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Upvote!!
This is very important for our foundation. Not everyone has access to both CSuite and GLM. If the grant team runs the charity check that passes in GLM, they will continue to process the request. Once it gets to the finance team and it does not pass, it makes for an awkward conversation between departments and with an applicant. It should be the same level of review in both systems to prevent extra work for a grant that cannot be paid out.