Settings and activity
7 results found
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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.
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3 votes
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Katie Decker
commented
Clients would like to be able to define the length of the summary. For example, they may want a 500-word summary and/or a 50-word summary.
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16 votesKatie Decker
supported this idea
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14 votesKatie Decker
supported this idea
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1 voteKatie Decker
shared this idea
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16 votesKatie Decker
supported this idea
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26 votesKatie Decker
supported this idea
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Shared with a client who said they loved the way this information is displayed and would love a 'download this view' option.