Settings and activity
24 results found
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7 votes
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44 votes
Danny Freund
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26 votesDanny Freund
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34 votesDanny Freund
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3 votesDanny Freund
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44 votesDanny Freund
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5 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.
Danny Freund
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An error occurred while saving the comment Danny Freund
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For the charity check - would really like to see a more obvious warning when an organization is a non-operating private foundation because we're not able to grant to them - and this was always buried and required more clicks to check that. I really like being able to see all info on one page for the charity check. Thanks.
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5 votes
An error occurred while saving the comment Danny Freund
commented
The organization comments section seems to be the perfect place to include a press release that announces a new CEO and these always seem to be more than 2,000 characters. Would you please consider increasing this to 5,000 characters?
Danny Freund
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5 votesDanny Freund
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3 votesDanny Freund
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8 votesDanny Freund
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16 votesDanny Freund
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8 votesDanny Freund
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46 votesDanny Freund
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46 votes
An error occurred while saving the comment Danny Freund
commented
Yes! When there are 100 proposals to review - it would be nice to be able to remove an evaluator in batch if they started one evaluation and then communicate that they will not be completing any more. Currently, we need to go to each proposal and remove that evaluator from each of the 99 proposals. It seems we can remove an evaluator in batch for the remaining evaluations, but once they start one - we're not able to remove them from the remaining ones in batch. Thank you for considering this.
Danny Freund
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39 votesDanny Freund
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5 votesDanny Freund
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1 voteDanny Freund
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6 votesDanny Freund
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4 votesDanny Freund
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We've had more than one applicant ask us where to click for a follow up. The call to action makes it appear they should click on the '2 Documents.' For Follow Ups that are due - would you consider having them in a blue color that indicates they are hyperlinked? Currently they only turn blue when you hover over them. I would also suggest making the double carrots on the top right more obvious, hyperlinked, and expanded by default or give an expand all option.