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2 results found

  1. 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…

    5 votes

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    21 comments  ·  UI/UX  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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.


  2. Would anyone else like to see Declined grants in the Dashboard?

    I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.

    posted August 5, 2011 by Alison King, The Ron Joyce Foundation

    36 votes

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    Feedback Needed  ·  24 comments  ·  UI/UX  ·  Admin →
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