Скачать или смотреть GrantExec v3.5.4: Export Grants, Foundations, and Notes Anywhere

Today, GrantExec users can export any list of prospects, saved grants or foundations to Excel, and see all the notes you've left on each opportunity.

𝗙𝘂𝗹𝗹 𝗿𝗲𝗹𝗲𝗮𝘀𝗲 𝗻𝗼𝘁𝗲𝘀 𝗳𝗼𝗿 𝗚𝗿𝗮𝗻𝘁𝗘𝘅𝗲𝗰 𝘃𝟯.𝟱.𝟰

𝗥𝗲𝗽𝗼𝗿𝘁𝘀 𝗮𝗻𝗱 𝗗𝗮𝘁𝗮 𝗘𝘅𝗽𝗼𝗿𝘁𝘀
• Notes are now included in your Saved Grants and Foundations exports
• CSV or XLSX: exporting now supports multiple formats. Select either CSV or XLSX to receive your export.

𝗡𝗼𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗣𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲𝘀

Notification preference changes no longer require you to select the save button. Changes are now saved automatically with a confirmation message.

𝗕𝘂𝗴 𝗙𝗶𝘅𝗲𝘀

• Fixed: Save modal dropdowns could be clipped by the container, dropdowns now render correctly for full visibility.
• Fixed: Award amount fields sometimes didn’t prepopulate, values now load predictably and save correctly.
• Fixed: Switching between different items in the save modal could show stale profile lists, profile options now refresh accurately per item.
• Fixed: Saved grants that had also been flagged were hidden in the Saved Grants view, the view now always shows flagged grants that have been saved.

More available at GrantExec.com.