Lori
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32 results found
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6 votes
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2 votesLori shared this idea ·
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9 votes
An error occurred while saving the comment Lori commentedHi. Commenting again in hopes of having this considered again.
Sammie, as a small foundation, it would be fine if the searches were foundation wide. However, I can see why larger orgs would prefer user specific searches.
The ability to search with certain criteria would be nice, but IMO not crucial.
When we are preparing for a Grants Comm or Board meeting, we are "in and out" of the same organizations' info several times. It would be a real time saver to have a list of recently accessed organizations available.
Thanks for considering!
An error occurred while saving the comment Lori commentedYes, please! Recently searched or recently modified (in case they were accessed from the dashboard).
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32 votesLori supported this idea ·
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60 votesLori supported this idea ·
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86 votes
An error occurred while saving the comment Lori commentedHi Lauren. It's not exactly what you're looking for, but the new ability to add custom fields to the Org page has helped us with this. We now have a "Flag" field. It doesn't create a pop-up box or show a special symbol, but it's much more noticeable than a comment. You can ask Support to make it Administrator only so your applicants can't see it if you wish.
An error occurred while saving the comment Lori commentedThis would be such a great feature! A flag or exclamation point that shows up in a search and/or a pop-up box that opens when the org summary page is viewed would be so helpful!
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2 votesLori supported this idea ·
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87 votesLori supported this idea ·
An error occurred while saving the comment Lori commentedI agree. This would be helpful in many ways. One example - we print out packets for our trustees before site visits. I would be great to get a reminder X days before each site visit to verify all the necessary info has been submitted and is ready to be printed.
Assigning tasks would also reduce the need for conversations about which staff member is going to put together a recommendation and which one is going to review a follow-up report. -
65 votes
An error occurred while saving the comment Lori commentedHello. We have had at least one instance of someone overwriting a previous user. We would very much like to see a warning at the very least, if not an option to block updating a user name.
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1 vote
An error occurred while saving the comment Lori commentedWe would also like to have a way to put grants on hold. One example - we often fund strategic planning for our grantees, but sometimes hold funding until their board reaches the number of members required by their bylaws. Putting the grant on hold would be very helpful.
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11 votesLori supported this idea ·
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48 votes
An error occurred while saving the comment Lori commentedYes, this would be really helpful.
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1 voteLori shared this idea ·
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5 votesLori supported this idea ·
An error occurred while saving the comment Lori commentedYes, I agree. Let's streamline!
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34 votes
An error occurred while saving the comment Lori commentedHi. I had the same thoughts as Karen. I think perhaps a better solution would be to have an option on email templates to "cc primary contact." I can see more than more reason this would be helpful, for single emails or for batch emails.
I do think there is value in the collaborator role, assuming the person assigned as a collaborator would be notified when the role is assigned.Lori supported this idea · -
7 votesLori shared this idea ·
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1 voteLori shared this idea ·
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11 votesLori supported this idea ·
It is not unusual for our Trustees to approve grants at the LOI stage. Our usual way to approve these is to move the LOI to the application stage, then complete the form on their behalf, with "dummy" answers for the required questions. We then proxy in as the applicant to submit the application. Then we can finally approve.
We've also tried setting up new processes so that we can copy the LOIs into Application-only processes without required fields. This really didn't seem to save much time either.
Would truly love an easier way to approve an LOI!