Settings and activity
56 results found
-
2 votes
Debbie Mueller
shared this idea
·
-
5 votes
An error occurred while saving the comment Debbie Mueller
supported this idea
·
-
6 votes
An error occurred while saving the comment Debbie Mueller
commented
And I agree w/Chuck - we should be able to pull Request ID into merge docs. It would be a very useful piece of data to include in our grant agreement cover sheets. Would be useful, too, in email templates, and applicant details we can opt to have included at the bottom of an automatic email.
An error occurred while saving the comment Debbie Mueller
commented
I didn't know about the trick of hovering at the bottom of the screen when in a Request record. I tried it, but the Request ID displayed there is very different from the one I get in reports - it's a nice 7- or 8-digit number, as opposed to the 32(?)-character, multi-part string of letters and numbers I get in reports. 🤔 Although above the "Request ID = xxxxxxx" line when hovering, there is a long string of numbers and characters, but they don't match what's in the reports I pull. 🤔🤔🤔
Debbie Mueller
supported this idea
·
-
1 voteDebbie Mueller
shared this idea
·
-
3 votesDebbie Mueller
shared this idea
·
-
14 votesDebbie Mueller
supported this idea
·
-
93 votesDebbie Mueller
supported this idea
·
-
8 votesDebbie Mueller
supported this idea
·
-
16 votesDebbie Mueller
supported this idea
·
-
7 votesDebbie Mueller
supported this idea
·
-
77 votesDebbie Mueller
supported this idea
·
-
104 votes
An error occurred while saving the comment Debbie Mueller
commented
Or maybe allow for tags. My email templates could potentially be filed in multiple folders; tags would solve for this. I.e. I might tag a template with both the process and the form it's used with: #LatitudeFund, #Application, #ReceiptConfirmation. This way it will be included in a search for all emails with any of these tags.
Debbie Mueller
supported this idea
·
-
14 votes
We are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
Debbie Mueller
supported this idea
·
-
44 votesDebbie Mueller
supported this idea
·
-
16 votesDebbie Mueller
supported this idea
·
-
6 votesDebbie Mueller
supported this idea
·
-
3 votesDebbie Mueller
shared this idea
·
-
4 votesDebbie Mueller
supported this idea
·
-
7 votesDebbie Mueller
supported this idea
·
-
49 votesDebbie Mueller
supported this idea
·
An error occurred while saving the comment Debbie Mueller
commented
I agree there is a need for a feature to help with organizing templates, though would prefer the ability to create my own folders/groupings for managing templates rather than having them automatically grouped by event type. Barring any other options though, grouping by event type would still be an improvement.
Right now when I configure automatic emails to send an email To Adminsitrators (when Submitted), I'm having to check names of both of our program managers. For our advanced license, I'd like to have that list also include the Grants Manager that a Request is assigned to. That way I have the option of having the notification sent to specific named individuals, and/or to whoever is assigned to the Request. It's a lot of junk that's getting sent to our program managers' in-boxes that seems like could be avoided. Of course, I suppose an issue could arise if a Request record is not assigned to a grants manager; maybe in those cases have GLM send its own email to the primary admin alerting them that there is no Grants Manager assigned to a Request to which an email was set to be sent to the Grants Manager.