Settings and activity
16 results found
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33 votes
Lori
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65 votesLori
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91 votesLori
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11 votesLori
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15 votesLori
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56 votes
An error occurred while saving the comment Lori
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Yes, this would be really helpful.
Lori
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5 votesLori
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An error occurred while saving the comment Lori
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Yes, I agree. Let's streamline!
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35 votes
An error occurred while saving the comment Lori
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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.Lori
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4 votes
An error occurred while saving the comment Lori
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Yes, please. I have to resort to the screen shot method each time we add a new organization.
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17 votesLori
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3 votesLori
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An error occurred while saving the comment Lori
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I agree.
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37 votesLori
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22 votesLori
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24 votesLori
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8 votesLori
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33 votesLori
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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.