Settings and activity
14 results found
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15 votes
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Alli
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3 votesAlli
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12 votesAlli
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6 votesAlli
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2 votesAlli
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14 votesAlli
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59 votesAlli
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16 votesAlli
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22 votesAlli
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74 votesAlli
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72 votesAlli
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23 votesAlli
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Allow evaluators to track the amount of money they have spent as they are going through applications
10 votesThis workflow can be accomplished today using custom columns with Aggregation. Contact support or success to learn more.
-sammie
An error occurred while saving the comment Alli
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I think this would be especially helpful as a program officer to see upon login how much i am recommending in total, to compare to the ATS I have available on hand, and ensure i don't overspend - I agree with both Amanda and Alex's comments below. Can you help to build this feature in?
Alli
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23 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Alli
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I was just going to post an idea and suggestion related to this - we constantly have troubles in tracking the "in-between" i.e. org updates, outcomes of meetings, comments on reporting, role changes/transitions, etc. between the grants and programs team, who often uses GLM the most for grantee interactions, notetaking, etc. and the Development team who most often interfaces with CSuite. It would be so helpful, to both our teams, if these carried over to CSuite - so we don't have to do double the work of inputting the notes/comments, etc. in both databases when they are already linked and can connect. Additionally connecting/linking profiles to CSuite & GLM to help with this.