Settings and activity
28 results found
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23 votes
Sharon C
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An error occurred while saving the comment Sharon C
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32 votesSharon C
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26 votesSharon C
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68 votesSharon C
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75 votesSharon C
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51 votesSharon C
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83 votesSharon C
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56 votesSharon C
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50 votesSharon C
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1 voteSharon C
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1 voteSharon C
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5 votesSharon C
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9 votesSharon C
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33 votesSharon C
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6 votes
An error occurred while saving the comment Sharon C
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Yes, would be extremely helpful to be able to create one report that can pull all opportunity related information, including tasks and notes, so we can easily get a full picture.
Sharon C
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5 votesSharon C
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4 votesSharon C
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64 votesSharon C
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12 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 Sharon C
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Looks great! Would be great to filter the requests on the dashboard based on request stage.
The question branching rules only allow for rules to be created on the question group level rather than individual questions themselves. If they could be at the question level, it would allow for much better flow within a form for the applicant and for the admin to keep track.