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Lori

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  1. 6 votes

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    Lori commented  · 

    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!

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  2. 2 votes

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  3. 2 votes

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  4. 9 votes

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    Lori commented  · 

    Hi. 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!

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    Lori commented  · 

    Yes, please! Recently searched or recently modified (in case they were accessed from the dashboard).

  5. 32 votes

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  6. 60 votes

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  7. 86 votes

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    Lori commented  · 

    Hi 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.

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    Lori commented  · 

    This 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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  8. 2 votes

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  9. 87 votes

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    Lori supported this idea  · 
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    Lori commented  · 

    I 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.

  10. 65 votes

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    Lori commented  · 

    Hello. 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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  11. 1 vote

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    Lori commented  · 

    We 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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  12. 11 votes

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  13. 13 votes

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  14. 48 votes

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    Lori commented  · 

    Yes, this would be really helpful.

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  15. 1 vote

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  16. 5 votes

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    Lori commented  · 

    Yes, I agree. Let's streamline!

  17. 34 votes

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    Lori commented  · 

    Hi. 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.

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  18. 7 votes

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  19. 1 vote

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  20. 11 votes

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    Lori supported this idea  · 
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