Settings and activity
108 results found
-
2 votes
Conner Peckham
supported this idea
·
-
1 voteConner Peckham
shared this idea
·
-
2 votesConner Peckham
supported this idea
·
-
5 votes
Hi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
An error occurred while saving the comment 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?
-
2 votesConner Peckham
supported this idea
·
-
1 vote
An error occurred while saving the comment Conner Peckham
commented
Hi Sabrina,
On your Admin Settings page, is your "Follow Up Submission Logic" set to "Sequential" or "Open"? I believe if "Open" is selected, grantees should be able to submit any follow up form assigned to them regardless of due date or whether any others have been submitted.
-
3 votesConner Peckham
supported this idea
·
-
27 votesConner Peckham
supported this idea
·
-
3 votesConner Peckham
supported this idea
·
-
9 votesConner Peckham
supported this idea
·
-
11 votes
An error occurred while saving the comment Conner Peckham
commented
I agree. It would be amazing to be able to set up an automated email at any part of the workflow. For both internal and external audiences and not be limited to only certain workflow states and only one email per audience. Allow us to set up as many emails as we need so that it truly works the way we need it to.
Conner Peckham
supported this idea
·
-
5 votesConner Peckham
supported this idea
·
-
3 votesConner Peckham
supported this idea
·
-
4 votesConner Peckham
supported this idea
·
-
2 votesConner Peckham
supported this idea
·
-
5 votesConner Peckham
supported this idea
·
-
4 votesConner Peckham
supported this idea
·
-
13 votes
An error occurred while saving the comment Conner Peckham
commented
Agreed. Having an Abandoned bucket on the dashboard (or the ability to filter to Abandoned) would be really helpful.
Conner Peckham
supported this idea
·
-
2 votes
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.
-
3 votesConner Peckham
supported this idea
·
One note I've heard is finding previous forms or follow ups from the applicant dashboard hasn't been as intuitive because they are currently under the "Documents" drop down. I wonder if changing the label to "Forms and Files" or something similar might help them know where to access those previously submitted forms?