Organization Summary Sandbox Feedback
As part of our June Monthly Release, we’ve introduced a User Setting that allows you to preview the updated Organization Summary layout in your Sandbox environment.
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
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Conner Peckham commented
Having the total awarded, total requests, total approved, last grant date, and overdue follow ups on this page is SO HELPFUL! I hope these will be able to be pulled into reports, too! Would there be any way to click on the number of Overdue Follow Ups and have it take you to a filtered list of the requests in which a report is overdue?
One other thing on my wish list would be to add a column to the Requests section to show internal users assigned to a specific request. We assign each request to a program officer and it would be such a nice addition to be able to see which program officer was/is assigned or connected to each request. Or possibly even show the name of the assigned user of the most recent grant along with the last grant date?
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Bonnie Fadel commented
It's a great improvement!
Everything is on one page, instead of clicking tabs to get phone numbers or previous grant information. And there's room to make notes.
Would we be able to remove or rearrange some of the tiles? -
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.