Settings and activity
59 results found
-
59 votes
Sally Weldon
supported this idea
·
An error occurred while saving the comment -
14 votesSally Weldon
supported this idea
·
-
36 votesSally Weldon
supported this idea
·
-
11 votes
An error occurred while saving the comment Sally Weldon
commented
also, the PIN login by anyone (owner, profile, grantee) doesn't log - so we can't see how much activity is going on in the system by the logins that bypass the login/password option. Each Portal tab or Profile Designation should have a toggle as to whether this type of login is allowed. Then a Profile with ONLY Grantee designation wouldn't have the option to "drop off" into the Profile record, they could however get a screen that there's not a portal activated at this time or better, something we could customize. The entire idea of the PIN should be optional for us.
Sally Weldon
supported this idea
·
-
15 votesSally Weldon
supported this idea
·
-
19 votesSally Weldon
supported this idea
·
-
15 votesSally Weldon
supported this idea
·
-
89 votesSally Weldon
supported this idea
·
-
63 votesSally Weldon
supported this idea
·
-
126 votesSally Weldon
supported this idea
·
-
10 votes
An error occurred while saving the comment Sally Weldon
commented
Admin logins should be the only access that can delete or edit anyone's reports. Anyone should have access to schedule. Thanks for spotting this Joel, I completely missed the update. Permissions are so important, giving more access to a group is dangerous without making sure a system administrator knows this.
Sally Weldon
supported this idea
·
-
42 votesSally Weldon
supported this idea
·
-
6 votes
An error occurred while saving the comment Sally Weldon
commented
An Admin should be able to manage reports and tasks of any user, active or inactive.
Sally Weldon
supported this idea
·
-
2 votesSally Weldon
shared this idea
·
-
33 votesSally Weldon
supported this idea
·
-
24 votes
An error occurred while saving the comment Sally Weldon
commented
We flag a Profile Fund record, on the Profile with a Note of type "no fund statement" and record on the note text who requested it. Then we do not create a Fund Advisor record. The data check includes removing these profiles when making sure the setup of the Fund Advisor record is following the category of the Profile Fund record and the Group/Subgroup of the fund to make sure only funds with Grant Req tab are able to grant. We also make sure during the quarterly data check that any Profile with this note is still a fund holder and still without a Fund Advisor record. While having a "placeholder" fund advisor record could be a better solution, if not and you want to try our method would be happy to share details if needed.
Sally Weldon
supported this idea
·
-
13 votes
An error occurred while saving the comment Sally Weldon
commented
Yes, the ability to join objects is a very much needed option in reporting. I have had this option in other ERPs as well. One of the most important object joins for us would have to be the Profile Fund object and the Fund Advisor object. We currently run over 20 reports quarterly as exports that must use Access to join the individual exports to produce reports to check data entry. Fund/Notes (the combined object only shows Funds WITH Notes), Fund/Grants, Profile/Notes (the combined object only shows Profiles WITH notes).
Sally Weldon
supported this idea
·
-
25 votesSally Weldon
supported this idea
·
-
25 votesSally Weldon
supported this idea
·
-
47 votesSally Weldon
supported this idea
·
Why only the Task ID and Name? The other fields should be easy to add to the custom report. It's like it was an oversight.