Settings and activity
53 results found
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17 votes
Debbie Mueller
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87 votesDebbie Mueller
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15 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
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48 votesDebbie Mueller
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9 votesDebbie Mueller
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4 votesDebbie Mueller
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9 votesDebbie Mueller
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52 votesDebbie Mueller
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An error occurred while saving the comment -
3 votesDebbie Mueller
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4 votes
Would you give them access to all of the metrics? Do they need any filtering or can they have the same view as you?
An error occurred while saving the comment Debbie Mueller
commented
It would be helpful for our program officers to be able to view the dashboard. It would provide them quick access to see how much funding has been awarded for a given process so they can determine whether to recommend an applicant apply in that process or not.
Debbie Mueller
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An error occurred while saving the comment Debbie Mueller
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I'm loving the metrics dashboard! I'd really like to share it with other internal users at the Foundation, i.e. those with the Grants Manager role in the system. It would be great if all Administrator Roles had access to it, rather than just the Administrator role. Or if we could specify the roles, or the specific users, that could have access to it.
An error occurred while saving the comment Debbie Mueller
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Expand permissions for metrics dashboard
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11 votesDebbie Mueller
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8 votesDebbie Mueller
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8 votesDebbie Mueller
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32 votes
An error occurred while saving the comment Debbie Mueller
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Yes, that would be helpful Sammie, thank you.
Debbie Mueller
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52 votes
An error occurred while saving the comment Debbie Mueller
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Agreed. If I've set the ability for all applicants within an organization to view all applications for the organization, to me that really means they should have the ability to view the whole request, in the same way that the person who applied can. If there is concern that some clients of GLM want to prevent others from a grantee organization from seeing the follow up forms, while allowing them to view the application and LOI, you could refine the switch to specify the access allowed.
Debbie Mueller
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5 votes
An error occurred while saving the comment Debbie Mueller
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Hi Sammie,
I'm sorry - I'm only just now seeing this. I'm unable to get a useful screenshot. If you look at the group titled "LOI Information" in the LOI form for the process "2023, Grant Cycle 2 (Fall)" that will provide you with an example of the complexity I'm talking about.Debbie Mueller
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54 votesDebbie Mueller
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35 votes
As we look to implement our new Data Visualization tool this will be a new functionality.
-The Foundant Team
Debbie Mueller
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5 votesDebbie Mueller
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54 votesDebbie Mueller
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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.