Settings and activity
3 results found
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8 votes
Hi Everyone,
Great idea and thanks for your comments and votes!
We have added this to our plan for the current quarter. In addition to showing who the invite is sent to, we'll be adding the ability to select the permissions you want the invited user to have before you send the email. Additionally, we will include first and last names of users, displaying them throughout the software and in reports, instead of the username.
I hope these added features will help in other ways as well.
Thanks again for the feedback, everyone!
Thanks, Grant
Ricardo Contreras shared this idea ·
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11 votes
Hi Everyone,
Thanks for your comments and votes on this idea. We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.
We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.
We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it…
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4 votes
Hi Everyone,
On the current Grants Opportunities page, there are filters or search options at the top of each column. If you try to search or filter with these fields, it should narrow down the list based on what you input. See the attached image as an example.
I'm hoping this solves for the request, but let me know if it doesn't, or if you're expecting the search to do something else.
Thanks,
Grant
