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  • Posted in: GeneralDiscussion

    Hi Margaret- Payments are created on the grant request model.  So, my assumption is that the payment was mistakenly created on the Vanderbilt University grant instead of the World Education grant.  In this scenario, what I would suggest is simply deleting the erroneous payment created on the Vanderbilt ...

  • Posted in: GeneralDiscussion

    I am new the community (hello all)... this is an elementary ? and apologize if its not the correct channel to post... Somehow (me) Linked the WRONG Organization to a payment... see attached. I'd like to change or UN-LINK Vanderbilt Univ. as it should be World Ed & Dev Fund. What say you oh wize Fluxx ...

  • Posted in: Feature Requests

    Hi Margaret- That is exactly what I would suggest.  Share the card with yourself and add it to your dashboard.  One other thing you could do if you wanted is to try out the smart filter.  So, start a new dashboard from scratch.  So, go to your dashboard, click new,  Type in the title.  For this example, ...

  • Posted in: Feature Requests

    Hi everyone,  Is there an option to easily copy or duplicate a filtered card? For example, if I've filtered a grants card to see which grants we've approved for: - university hospitality programs (program area filter)  - endowment grants (type of support filter) - in the last 10 years (date filter) ...

  • Posted in: GeneralDiscussion

    Hello,  Hopefully, there might be an easy way to do this.   Problem:  I'm trying to set a 'show' behavior on a request transaction form. I want to hide groups of fields if the transaction is the first payment.  This is because we don't need to ask grantees how much they've spent so far if it is a first ...

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