Settings and activity
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6 votes
Anne Allieri
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7 votesAnne Allieri
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6 votesAnne Allieri
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4 votesAnne Allieri
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9 votes
An error occurred while saving the comment Anne Allieri
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8 votesAnne Allieri
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6 votesAnne Allieri
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34 votes
An error occurred while saving the comment Anne Allieri
commented
Remove closed funds from the fund checklist when assigning grant approvers!
An error occurred while saving the comment Anne Allieri
commented
Add the ability to bulk add, or bulk replace, a grant approver to a group of funds based on fund type. This functionality can be added to Reports> Bulk Action or Funds> Grant Approvers. It is tedious when staff leave to manually assign the funds they are grant approvers on to someone else.
An error occurred while saving the comment Anne Allieri
commented
When adding grant approvers by selecting 'Grant Approvers' then 'Select Approvers', a list of all the funds appear. Add the ability to filter on a fund 'group' and add a checkbox where can indicate 'select all' to easily add one grant approver to many funds within a fund group.
Anne Allieri
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6 votesAnne Allieri
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2 votesAnne Allieri
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9 votesAnne Allieri
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14 votesAnne Allieri
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16 votesAnne Allieri
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6 votesAnne Allieri
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7 votesAnne Allieri
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40 votesAnne Allieri
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16 votesAnne Allieri
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20 votesAnne Allieri
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9 votesAnne Allieri
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100 votesAnne Allieri
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Being able to show the donation advisor is critical to our fund holders and is putting us in a difficult position to not be able to provide this to them.