Sheila Steger
My feedback
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78 votes
Hi All,
The fields Submission Assignee should help you identify the information for Evaluator or Reviewer.
With that said we acknowledge there is probably a way to make this formation easier to get.
best
sammie
An error occurred while saving the comment An error occurred while saving the comment Sheila Steger
commented
We do this through the report builder. The field to check to get the Evaluator or Reviewer is in the Request Tab, then under Forms, click Submission Assignee. I know this isn't the most intuitive way to find the Evaluator, but I remember seeing this change in a Release Note a while back.
Hope this helps.
Sheila Steger
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17 votes
An error occurred while saving the comment Sheila Steger
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Any update to this request for custom columns on Request History page? My board is really wanting this feature.
Sheila Steger
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21 votesSheila Steger
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117 votesPlanned · 22 comments · GLM & SLM Idea Lab » External Integration · Flag idea as inappropriate… · Admin →
An error occurred while saving the comment Sheila Steger
commented
Hi Frances,
In DocuSign, you can assign multiple signers and/or set an order for them to sign. In other words, two people are sent a document to sign, or you can set it so that one person signs first and then it goes to the second for a secondary signature.
You can also give the recipient the ability to "re-assign" the document to another person if they are not the correct signatory.
Hope that helps.
SheilaAn error occurred while saving the comment Sheila Steger
commented
Currently, we have to add each email to Docusign individually, and then upload each Grant Agreement to be signed. We were hoping there would be something like: "Send to Docusign" so the recipient's name and email would populate with the Grant Agreement into Docusign. Then we just send the Agreements to be signed from Docusign.
When we get notification that they are signed, we download them from Docusign and then upload the signed agreement into the Grant in Foundant. We are doing 300+ at a time, so the integration would be a huge time-saver.
Sheila Steger
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16 votes
Hi All,
This is the view we introduced for User Merge. Would this same layout be helpful organization
An error occurred while saving the comment Sheila Steger
commented
Yes, Sammie, that view would be helpful.
Sheila Steger
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70 votesUnder Consideration · 23 comments · GLM & SLM Idea Lab » Custom Data · Flag idea as inappropriate… · Admin →Sheila Steger
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An error occurred while saving the comment Sheila Steger
commented
Would love it if this could be added! Voted for it in March, 2019 but will vote for it again today :)
An error occurred while saving the comment Sheila Steger
commented
I would love to see if there is a way we could "flag" or color code an organization that we might need to look further into before we send them an application.
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12 votesSheila Steger
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67 votesSheila Steger
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30 votesSheila Steger
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22 votesSheila Steger
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6 votesSheila Steger
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28 votesSheila Steger
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8 votes
Hi All,
I recently merge the idea to CC the admins on the account created email because I believe the ideal could be a new notification to admins instead of just CCing on the one to organization.
If this is incorrect and you prefer the CC please feel free to create a seperate idea or we can continue the pros/cons in this thread.
Best
sammieAn error occurred while saving the comment Sheila Steger
commented
Not sure I understand your response to this. I, as an administrator, would like to receive a cc email whenever an organization creates an account AND whenever a user changes any information. Currently we have users who overwrite previous user information with their own because they can't add a user to their org profile. This makes for makes for messy record keeping on our end.
Our foundation has a "no reply" address as our default.
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21 votes
Trying to understand duplicates, and give better clean up/merge tools is something we are currently digging in to understand better.
This issue sounds like multiple user creating the same organization, is that correct?
-sammie
An error occurred while saving the comment Sheila Steger
commented
It would be nice to be able to see the organizations that you want to merge side by side so it is easier to determine which org to keep. Right now you have to go way back to the beginning and search for the organization again and hope you aren't clicking into the one you just looked at. The merge process is very tedious and time consuming when you are trying to figure out which organization to merge into and what information would be lost in the merge.
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2 votesSheila Steger
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2 votesSheila Steger
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3 votesSheila Steger
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3 votesSheila Steger
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124 votes
Hi Everyone,
I am have recently merged many ideas related to status naming and additional needs to this one idea.
Please added any additional status you would like to see or flexibility in this area.
best
sammie
Sheila Steger
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56 votes
HI All,
A couple of questions:
would you want the coloring visible to applicant?
what about board or staff?
Are these highlights set with you configure the form, therefore they are same for all OR do you do the highlighting as you view review the application. Feels as though there may be 2 separate use cases:
1. for quick finding where you need to go in the application
2. for calling something out that was provided by the applicant.
-sammie
Sheila Steger
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Hi Dierdre,
Yes, in the report builder under Choose Data Fields, click on the evaluation form and bring in any field from that form that you would like in the report. Not sure if this answers your question.....
Sheila