Settings and activity
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14 votes
Katie Decker
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5 votesKatie Decker
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11 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 Katie Decker
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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.
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4 votes
An error occurred while saving the comment Katie Decker
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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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21 votesKatie Decker
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14 votesKatie Decker
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1 voteKatie Decker
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28 votesKatie Decker
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I just met with Claire from Bank of Hawaii who adds up to 20 documents at a time for their more than 15 processes and then has to individually select the Grants Manager, Board Member, and Evaluator on each and every one (total of more than 900 individual clicks). Then, once the cycle has ended, they go back and repeat that action to remove access from those users, so an additional 900 clicks.