Settings and activity
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10 votes
Andrea Clements
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3 votesAndrea Clements
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10 votesAndrea Clements
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8 votesAndrea Clements
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2 votesAndrea Clements
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13 votesAndrea Clements
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14 votesAndrea Clements
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14 votesAndrea Clements
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28 votesAndrea Clements
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12 votesAndrea Clements
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33 votesAndrea Clements
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21 votesAndrea Clements
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26 votesAndrea Clements
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30 votesAndrea Clements
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33 votesAndrea Clements
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27 votesAndrea Clements
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9 votesAndrea Clements
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22 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Andrea Clements
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47 votesProposed Idea · 13 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Andrea Clements
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78 votes
An error occurred while saving the comment Andrea Clements
commented
This is the closest suggestion in Idea Lab I could find for what I'd like to suggest. It would be great to be able to copy questions from different processes without having to use the time consuming BOAT method to match the code in the back for reporting. For instance, we have changed the way we'd like to collect demographic data within our grant application/final report. Our processes are already created and I need to add those questions to each process, and want the questions to be easily reportable without manually adding each question because they aren't linked in the background. Right now, my only option is to use the BOAT method. If I could build the demographic questions in one application, then copy and paste them to all other applications while keeping the background code, that would be ideal.
Andrea Clements
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Currently, there are two tabs in the Fund Advisor portion of the portal that seem redundant - Grants and Grant Requests. In the old portal, those two had separate functions. "Grants" listed all grant history, etc. and "Grant Requests" allowed those who had permission to request a grant. In the new portal, the two tabs seem redundant due to the new Create Grant Request button that shows on every tab. The only portion I can see on the Grant Requests tab that is unique is grant requests that need approval. Could all grant information be moved to the Grants Tab and the Grant Requests permission be connected only to the "Create Grant Request" button? When Grant Requests permission is "Yes" then the Create Grant Request button shows. All other pertinent grant information is listed under the "Grants" tab.