Settings and activity
94 results found
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2 votes
Conner Peckham
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13 votes
An error occurred while saving the comment Conner Peckham
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1 vote
An error occurred while saving the comment Conner Peckham
commented
We've experienced this, as well. We had Foundant edit the label of the core fields in the Organization Summary section (which are also the registration fields) to be Mailing Address/City/State and then added a new field for Building Address (if different). This keeps the core address fields, which get merged into emails and reports that go to our payables team, the mailing address and has helped with mailing grant checks.
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2 votesConner Peckham
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2 votesConner Peckham
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2 votesConner Peckham
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2 votesConner Peckham
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6 votesConner Peckham
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4 votes
An error occurred while saving the comment Conner Peckham
commented
Currently, the pinned comment functionality updates the person who created the comment and the date it was created to whoever pinned it and the date it was pinned rather than who originally created the comment and the date it was created. I'd like to see the two separated so that pinning a comment doesn't change the original date and who originally posted it.
An error occurred while saving the comment Conner Peckham
commented
Having the total awarded, total requests, total approved, last grant date, and overdue follow ups on this page is SO HELPFUL! I hope these will be able to be pulled into reports, too! Would there be any way to click on the number of Overdue Follow Ups and have it take you to a filtered list of the requests in which a report is overdue?
One other thing on my wish list would be to add a column to the Requests section to show internal users assigned to a specific request. We assign each request to a program officer and it would be such a nice addition to be able to see which program officer was/is assigned or connected to each request. Or possibly even show the name of the assigned user of the most recent grant along with the last grant date?
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3 votesConner Peckham
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105 votes
Hey All,
Would you need multiple levels of folders or would one level be enough?
An error occurred while saving the comment Conner Peckham
commented
One level would be helpful, but we would absolutely use multiple folder levels if available. A quick example that comes to mind of how we'd use multiple levels:
Level 1: Process Name
---Level 2: LOI/App
------Level 3: LOI/App Received
------Level 3: Reminders
---Level 2: Approved
------Level 3: Reminders
---Level 2: DeclinedConner Peckham
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6 votes
An error occurred while saving the comment Conner Peckham
commented
I'd like to bring this idea back to the top of the queue, especially as the Organization Summary redesign is underway. We would greatly appreciate an audit trail when organizations are merged so that we can easily tell which organizations were merged and when. Ideally, the merged data that was not selected as primary would still live in the system in an audit trail rather than be overwritten by the primary org's data so that if there were ever an error made, we could still access that information.
Conner Peckham
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8 votesConner Peckham
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3 votes
An error occurred while saving the comment Conner Peckham
commented
We would absolutely use this if it were available. Currently we have an Excel template we created to assign scores to specific questions, but if the system could do it that would be great.
Conner Peckham
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66 votes
Thank you for the idea.
Would you hope this is implemented across all processes?
An error occurred while saving the comment Conner Peckham
commented
Agreed. When creating a new process, having the ability to toggle on a "Prevent the creation of a new LOI/Application if a pending/overdue follow-up exists for the following existing processes" option (with all existing processes available with checkboxes) would be amazing. We have some processes where orgs can apply no matter their participation in another grant, but some processes that are very specific around how often they can reapply.
Conner Peckham
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88 votesConner Peckham
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6 votes
An error occurred while saving the comment Conner Peckham
commented
Yes! I posted a similar request in the Idea Lab several months ago. It would be so nice to have internal staff assigned to the follow-up like they are to the request itself so that the follow-ups show on their dashboard as something for them to be aware of and take action on when needed.
Conner Peckham
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3 votes
An error occurred while saving the comment Conner Peckham
commented
This is a great callout. I'd definitely appreciate this, as well!
Conner Peckham
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7 votesConner Peckham
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3 votes
An error occurred while saving the comment Conner Peckham
commented
Agreed. We would love to see more auto-email options throughout the workflow, as well!
Conner Peckham
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Agreed. Having an Abandoned bucket on the dashboard (or the ability to filter to Abandoned) would be really helpful.