Settings and activity
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Randy Macon
commented
What about adding a "Denied" bucket on the Dashboard under the Denial heading? We currently have Denial > Draft. We often need to refer back to applications that have been officially denied in the system. Currently, our workflow is to create a report and export it to GLM so we have our list of applicants that were denied in a specific process. If they could live in Denial > Denied when we have a specific process in focus, it would be really helpful and save some steps. Just a thought.
Randy Macon
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39 votesRandy Macon
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76 votesRandy Macon
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44 votesRandy Macon
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54 votesRandy Macon
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217 votesRandy Macon
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188 votesRandy Macon
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193 votesRandy Macon
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I'd like to add my "yes please" request in support of this idea. And, perhaps to take it one step further, could we have a system setting that forces the use of the legal name as it exists in Pub 78? Since we run the Charity Check feature on every request, I'd love it for the system to simply pull in the Organization Name from the IRS Publication 78 tab and lock that down so that no one can edit it. We are admant about having the organization's name in our system match what is used by the IRS (which then gets uploaded en mass into our QuickBooks Online software for grant payments). Thanks for considering!