Settings and activity
50 results found
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163 votes
Debbie Mueller
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144 votesDebbie Mueller
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9 votes
An error occurred while saving the comment -
23 votes
Hi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
Best
sammie
Debbie Mueller
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56 votesDebbie Mueller
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21 votesDebbie Mueller
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99 votes
An error occurred while saving the comment Debbie Mueller
commented
If you know how to work with merge fields in Word, you can customize your own merge document and send it to Support. They'll replace the default for your system with whatever you send them.
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11 votesDebbie Mueller
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10 votes
An error occurred while saving the comment Debbie Mueller
commented
I think a good solution would be to have a multiselect list of roles, and the administrator simply checks all those roles that are allowed to see the comment. Don't include "Administrator" in the list - if no boxes are checked, then the comment would be viewable by the administrator only.
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45 votesDebbie Mueller
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An error occurred while saving the comment Debbie Mueller
commented
I'm surprised there aren't more folks chiming in on this - I would think all foundations would need this functionality. We are required to be able to prove that any organizations we give money to are qualified to receive the funds on the day the check is written. We have only two grant cycles per year, and process our grants in a single batch for each cycle, so often are writing as many as 60 checks on a single day. Having to run Charity Checks individually for each organization that will be receiving a check is tedious and time consuming.
For us as well. Another possibly safer option if that approach wouldn't work universally would be to have a dialog upon reassignment that lists all assigned and draft follow ups for the request and allow for reassignment at that point. It would at least save some clicks, as well as remind the admin that they might need to reassign forms.