https://padlet.com/kpreston28/iphiquestions en-us 2021-12-17 01:53:40 UTC 2026-03-24 13:18:21 UTC hello@padlet.com Unknown1221 https://padlet.com/kpreston28/iphiquestions/wish/1954053663 I look at the dashboard to find out an organization's grantmaking history. ]]> 2021-12-17 17:09:29 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954053663 Unknown1221 https://padlet.com/kpreston28/iphiquestions/wish/1954055047 I look at any comments and contact logs for an organization and/or grant to find out why something was/wasn't funded and if someone at OCF has recently contacted the organization.]]> 2021-12-17 17:10:25 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954055047 Unknown1221 https://padlet.com/kpreston28/iphiquestions/wish/1954056835 I don't understand when to use them, what information to include, and how others are using these tools. There seems to be a lot of options for coding a comment, but none I use and none that represent the information I am trying to store. ]]> 2021-12-17 17:11:51 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954056835 Unknown1221 https://padlet.com/kpreston28/iphiquestions/wish/1954061471 I learned this year that to pull a report of our applicants I needed to expand the date range for entry date, even though I had entered in the correct board meeting date. Is there a need for both of these fields to be filled out or could I just have the board date? What information is being pulled with these fields ]]> 2021-12-17 17:15:16 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954061471 https://padlet.com/kpreston28/iphiquestions/wish/1954102802 Is there a way to tell if a report has been received in iPhi? Are they saved somewhere in iPhi? ]]> 2021-12-17 17:47:46 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954102802 https://padlet.com/kpreston28/iphiquestions/wish/1954167521 Grant history (for orgs or funds), application status, application rationale/comments, org/fund contact info, fund balances, ]]> 2021-12-17 18:42:18 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954167521 https://padlet.com/kpreston28/iphiquestions/wish/1954173580 I feel like I can usually find the info I need, but I have particular ways of going about it that sometimes seem convoluted. I use the "dashboard" way down on the bottom side menu A LOT, and given its placement on the very bottom I'm guessing maybe there are easier methods? :) I also often get confused by the related parties vs. communications menu items, as they sometimes to have differing info and I'm not sure where they pull from. ]]> 2021-12-17 18:47:31 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954173580 https://padlet.com/kpreston28/iphiquestions/wish/1954175450 I most often use ssrs for reports, but if a particular report doesn't exist there, or I don't know where to find it, I've played around with reports in iPhi too. I'd like to know more about how/if to use this option]]> 2021-12-17 18:49:17 UTC https://padlet.com/kpreston28/iphiquestions/wish/1954175450 https://padlet.com/kpreston28/iphiquestions/wish/1957305996 Sometimes it seems like I have completed all the required fields, then hit search and nothing happens! With reports I don't use often (application status, for example), I could really use a cheat sheet for a reminder.]]> 2021-12-20 16:30:46 UTC https://padlet.com/kpreston28/iphiquestions/wish/1957305996 https://padlet.com/kpreston28/iphiquestions/wish/1957309317 I think an outline indicating the best way to retrieve certain types of information. For example, all grants awarded by county; or all CGs by region; or applications received by region. ]]> 2021-12-20 16:32:46 UTC https://padlet.com/kpreston28/iphiquestions/wish/1957309317 https://padlet.com/kpreston28/iphiquestions/wish/1957313171 I'm not always confident that when I try to pull information from iPhi, I'm retrieving a complete set of information. Have I really pulled all of the grantmaking for a particular region in 2020? Or, how do I find all of the CRF grants to-date? Maybe both of those are better SSRS reports...]]> 2021-12-20 16:34:58 UTC https://padlet.com/kpreston28/iphiquestions/wish/1957313171