Update the title of the contact when bringing an application into Grantmaking
We just found out. through the Help Desk. that the title field does not update (if there is already a title in GIFTS) when you bring an application into GIFTS Online. Apparently, it will update if the field was previously blank in GIFTS but not if there already was a title in that field. Jennifer Getty suggested that I put this in the ideas section here in the Community. I'm surprised that this isn't a function since it is probably important to GIFTS users who send out correspondence and for other internal purposes.
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Guest
- Mar 11 2016
- Reviewed: Voting Open
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Request and Organizational Contact Titles Importing to Gifts Online
Merged Given that GO is marketed and sold as an automated application solution, it would be helpful if the primary and request contact title information that's inputted by the applicant onto the stage 1 form is actually updated in GO when the application...0 Reviewed: Voting Open
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Update titles for contacts when an online application is submitted
Merged The title for a contact is not a field which is updated. Instead, a new affiliation record is created for the request, as the contact is created as related (affiliated) with the request. This creates an unnecessary amount of duplicate affiliates w...0 Reviewed: Voting Open
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Contacts should update with new IGAM applications
Merged A current contact in the system should have their new professional title update when you choose that button when accepting in new applications. I'm not sure if I'm doing something wrong, but if there has been a promotion and new title for a curren...0 Reviewed: Voting Open
Related ideas
I was surprised this was even an issue in GIFTS Online after our migration from Alta! It is cumbersome for us to have to review each request and organization one by one when applications come in to work around to this issue to ensure we have the correct titles for each primary contact. We have a small staff who all have a lot of responsibilities within our roles. To add something else to our review process will not be sustainable for us long-term. It would be great if this were something that could be addressed in a future update.
Agreed, please find a way to more accurately and efficiently update the affiliation information for contacts in IGAM. Job titles change all the time. This is an unreasonable expectation for us to have to manually check every job title.
If a contact's title does not update, we must manually go through and double check every person who comes in through an online application. Does everyone with GO go through this process? Seems hard to believe. Please help!