Settings and activity
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1 vote
Sheila Steger
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12 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
Sheila Steger
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5 votesSheila Steger
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49 votesSheila Steger
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10 votes
Just wanted to let you know we are continue to review feedback posted here and will continue to keep you updated.
sammie
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40 votesSheila Steger
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71 votesSheila Steger
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100 votesSheila Steger
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15 votesSheila Steger
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10 votesSheila Steger
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10 votesSheila Steger
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21 votesSheila Steger
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6 votesSheila Steger
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105 votes
An error occurred while saving the comment Sheila Steger
commented
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
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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24 votes
An error occurred while saving the comment Sheila Steger
commented
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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25 votes
An error occurred while saving the comment Sheila Steger
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Yes, Sammie, that view would be helpful.
Sheila Steger
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13 votesSheila Steger
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97 votesSheila Steger
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38 votesSheila Steger
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33 votesSheila Steger
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We used to get a warning that an org we are looking at is a dup org-throughout the process-LOI and app Review. It would be outlined in red. Now, we randomly will not get the warning, or the warning blends into the form, so it's harder to catch. We think this started after the theme release.
Thank you for trying to make our world better here in Foundant!