Organization Summary Feedback
As part of our June Monthly Release, we introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment. This was added to the Live environment in August.
This redesigned view consolidates key organizational details into a streamlined format to improve efficiency and usability. It also lays the foundation for future CRM-related enhancements.
We’d love your input!
Please use this thread to share any feedback, suggestions, or questions about the new layout:
Is the information easy to find?
Are there any workflows that feel smoother or harder?
Anything missing or unexpected?
Your feedback is instrumental as we refine this experience ahead of full release.
Thank you for helping us improve!
– The Product Team at Foundant
AdminSammie Holzwarth
(Product Manager, Foundant Technologies)
shared this idea
Hi Everyone!
Thank you for the initial feedback.
With our August Monthly Release, we just made this viewable in your live environment. Based on your sandbox feedbac,k we have made a couple of updates:
-Sort order of cards: primary contact in top right and then alpha A-Z, comments, and documents showing newest to oldest left to right.
-Table vs Card view on contacts, documents, and comments, you can change the view to either card or table view.
Foundation Status:
There is a full charity check to view all information. We are continuing to update this view and will highlight the organization more prominently in the coming releases.
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Ryan Campbell
commented
Visually, the new format seems much more cluttered and difficult to quickly find information. Of course, I am used to the old format, but I think the simplicity of the current look with the different tabs across the top makes a uniform look to each page and makes the information easy to find quickly.
We also have some custom fields on the summary page. I am curious how these will show up in the new format. Is there a target date for the summary page update?
I think the current look of the Comments page is better as well, with comments being stacked vertically in chronological order. The new format with the big chunky boxes seems more difficult to follow chronologically. I also like the current tab feature that shows the number of comments on the tab itself. It would be nice if the documents tab had the same thing.