Client is requesting the ability to connect application from IGAM to existing request record
•Brief Description: Client is requesting the ability to connect application from IGAM to existing request record •Current Function: Currently, considering an application from IGAM will create a brand new Request record. •Desired Function: The client would like the ability when considering an application from IGAM to choose whether to create a new request record, or connect to an existing one. •Reason for Function: Client often invites Organizations to apply, and Pre-creates request records for them with an "anticipated" status. Thus, when they apply, a brand new request record is created. This is where GIFTS Online’s current process creates extra work for me as the Grants Manager. When I receive an online LOI, GIFTS Online doesn’t allow me to connect that submission to the existing Anticipated request record which includes activities and emails. So, my only option is to retrieve that LOI, consider it and pull it in to GIFTS Online as a completely new Request record. Then I have to look at the Anticipated request record and manually recreate all the Activities and Documents in that new request that was created when I pulled in the LOI from IGAM. Then I have to delete the old request. Also, we often use GIFTS Online’s automated Request ID# to organize some of our paper files. So, if I created a file or used that ID# on a document or email from the beginning of the “anticipated” process, I now have to go back and change the ID# on the paper files to reflect the ID# of the new request so that it relates back to the correct information in GIFTS Online. •Priority: Medium
YES THIS! Please!
yes, yes, yes - this has always been an issue with GIFTS.