New field in Organization record view without going into edit mode
We were recently excited to learn Foundant had added a new field in the org record that will allow us to populate our foundation data base ID number ONCE for each organization instead of for EACH application. The ID code in this field allows us to easily upload into our FIMS database to process payments against specific fund pools.
Now we are just being picky but would it be possible to view that field in the org record without going into the edit mode? Just like we can see the org record information like website, taxid, address...
Thanks!
posted June 25, 2013 by Sally Weldon, Community Foundation of Western North Carolina
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Chris Dahl commented
Hi all,
As of the 4.7.0 release (Tuesday, Aug. 5), this field is now viewable on the Organization Summary page without having to go into edit the organization.
Thanks again for the suggestion,
-chris -
Andrea Grout commented
I would find it much easier to be able to have our FIMS
database Profile ID number visible from that field also, without having to edit
the organization profile, which just adds another step to a sometime multi-step
process. It would enable me to see if it has been added at a glance. I
too agree that I could live with whatever label you need to call it, as long as
I know where to look for it. Thanks. -
Ideas commented
I think we could live/learn to identify any lable you saw fit to put on it! Thanks Chris - hate to miss Sumit, maybe next year! Sally
posted September 4, 2013 by Sally Weldon, Community Foundation of Western North Carolina
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Chris Dahl commented
Hi Sally,
You're not being picky at all :-) ... I can certainly understand how it would be a much better user experience to see this field without having to edit the organization. Since clients might use this field differently (some might use it as you do - for your database ID - while others might use it to hold a different value), we're still working through how to label it in the organization summary. I could potentially see just labeling it "Organization Identifier" for now ... but probably need to get some internal feedback before we add that to the product.
We'll keep working through the details of how to best expose this. I'll keep you posted as we get closer to adding this.
Thanks for the feedback,
-chris
posted August 29, 2013 by Chris Dahl, Foundant Technologies