Settings and activity
6 results found
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38 votes
Saraya Perry
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92 votesSaraya Perry
supported this idea
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37 votesSaraya Perry
supported this idea
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13 votesSaraya Perry
supported this idea
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6 votes
An error occurred while saving the comment An error occurred while saving the comment Saraya Perry
commented
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no form attached. If there was a way to add a manual comment about action happening on the back-end, and the ability to change a request to the Action Needed column, that would be awesome so our applicants aren't confused about the true status of their submitted request.
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1 voteSaraya Perry
shared this idea
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Would it be possible to hyperlink follow-up form due dates to a .ics file where it can be clicked by the applicant and added to an external calendar?