Settings and activity
114 results found
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13 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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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.
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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21 votesVonda Carr
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6 votesVonda Carr
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10 votesVonda Carr
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40 votesVonda Carr
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2 votesVonda Carr
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5 votesVonda Carr
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4 votes
Hi All,
We wanted to let you know that over the weekend, we made performance enhancements to the header search. You should now be seeing better search speeds. If not, please reach out to our support team.
-The Foundant Team
An error occurred while saving the comment Vonda Carr
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I am also not having luck with the search bar. I believe it has only worked one or two times after multiple tries.
Vonda Carr
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21 votesVonda Carr
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20 votesVonda Carr
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18 votesVonda Carr
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58 votesVonda Carr
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6 votes
What information would be important for you to be able to easily see.
An error occurred while saving the comment Vonda Carr
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Yes! Being able to print the branching logic would be so helpful. It can be difficult to see or remember what questions are branched to which groups or to find a dead branch.
Vonda Carr
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1 voteVonda Carr
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19 votesVonda Carr
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8 votesVonda Carr
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77 votesVonda Carr
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14 votesVonda Carr
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26 votesVonda Carr
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67 votesVonda Carr
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Is it possible to have the Overdue Follow Ups drill down to which follow ups are overdue without going to the entire request list? Some grantees have multiple grants and multiple follow ups and can end way down the list.