Settings and activity
112 results found
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2 votes
Vonda Carr
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4 votes
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.
An error occurred while saving the comment An error occurred while saving the comment Vonda Carr
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First blush, I am loving the new look. Did I not dig deep enough or did the Candid public profile got away?
Will any of the "cards" be customizable? Maybe a custom field be added to the summary.
Vonda Carr
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106 votes
Hey All,
Would you need multiple levels of folders or would one level be enough?
An error occurred while saving the comment Vonda Carr
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One level would be amazing and so helpful. Multiple levels would allow me to customize more for each of our counties.
Vonda Carr
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103 votesVonda Carr
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39 votesVonda Carr
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10 votes
An error occurred while saving the comment Vonda Carr
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This would be a great addition. We also have instructions, internal fields, and demographic information that we don't need to print. It is time consuming to open the pdf and delete pages before printing.
Vonda Carr
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7 votes
An error occurred while saving the comment Vonda Carr
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I would like to see the "ASSIGNED TO YOU" label and column much larger and/or with a different color. The left-side menu is smaller and your eyes are drawn to the larger cards and colors.
Vonda Carr
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7 votesVonda Carr
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44 votesVonda Carr
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3 votes
An error occurred while saving the comment Vonda Carr
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Upvote!!
This is very important for our foundation. Not everyone has access to both CSuite and GLM. If the grant team runs the charity check that passes in GLM, they will continue to process the request. Once it gets to the finance team and it does not pass, it makes for an awkward conversation between departments and with an applicant. It should be the same level of review in both systems to prevent extra work for a grant that cannot be paid out.Vonda Carr
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68 votes
An error occurred while saving the comment Vonda Carr
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Agree!
Now that there is more than just me using the system, a "folder" system would be wonderful. Not everyone understands my shorthand and where to find templates. I'm trying to use the template feature more, but it gets hard to find documents quickly and I drift back to file explorer where I can keep forms together.Vonda Carr
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5 votes
An error occurred while saving the comment Vonda Carr
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Upvote!
Right now we rely on institutional knowledge from someone in the building to remember who has a fiduciary, name change, new tax id number, etc. I do keep a spreadsheet of bizarre names, fiduciary orgs, and name changes. Another outside document that needs to be maintained.With the addition of pinned comments, we "pin" a comment on the profile stating who is their current fiduciary. But this is not a searchable option.
We do have CSuite and those that have access can search for org names and hope to follow the breadcrumbs.Attached is what I do in GLM for an organization that just needed a change. This one is not exactly the same situation. However, I have several similar to Danny's post.
Vonda Carr
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22 votesVonda Carr
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8 votesVonda Carr
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10 votesVonda Carr
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5 votesVonda Carr
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6 votesVonda Carr
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5 votes
Hello Katy,
have you tried using the auto search feature on request and decision, does this help meet the need OR would you have the idea of named searches you can frequently reference.
Vonda Carr
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9 votesVonda Carr
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2 votesVonda Carr
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I don't know how to upvote Danny Freund's comment about Charity Check, but it needs to be recognized. This has come back to ******* a few times because the private foundation warning does not pop up until CSuite.