Settings and activity
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4 votes
Conner Peckham
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3 votesConner Peckham
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2 votesConner Peckham
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12 votesConner Peckham
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3 votesConner Peckham
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107 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
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7 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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6 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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70 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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89 votesConner Peckham
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8 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
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This is a great callout. I'd definitely appreciate this, as well!
Conner Peckham
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11 votesConner Peckham
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4 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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3 votesConner Peckham
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2 votesConner Peckham
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Conner Peckham
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16 votesConner Peckham
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7 votes
An error occurred while saving the comment Conner Peckham
commented
We keep a short message on our Apply page directing applicants to our website for more information about our programs and open application periods. When we enabled the new applicant dashboard, that language now shows in a box (similar to a grant program), but has a default yellow background color with no way to adjust the font size, color, or placement. There should be a better way to display this wording. If we remove it, when we don't have any open applications available the Apply page would be completely blank other than the Access Code box which would create more questions and people reaching out thinking that they are missing something.
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41 votesConner Peckham
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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: Declined