Settings and activity
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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.
Rio Wofford
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2 votesRio Wofford
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7 votesRio Wofford
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9 votesRio Wofford
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7 votesRio Wofford
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8 votesRio Wofford
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3 votesRio Wofford
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11 votesRio Wofford
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13 votesRio Wofford
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9 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rio Wofford
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1 voteProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rio Wofford
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3 votesRio Wofford
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13 votesRio Wofford
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15 votes
An error occurred while saving the comment Rio Wofford
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3 votesRio Wofford
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2 votesRio Wofford
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2 votesRio Wofford
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23 votes
An error occurred while saving the comment Rio Wofford
commented
Within the Duplicates option, any duplicate profiles that have accents or umlauts are not able to be deduplicated from the current workflow being:
Profiles>Duplicates> then clicking the accented name.
In lieu of returning a page where you can merge the profiles, you get a yellow warning that says "Not Found". Therefore, foundations with more individuals/names with accented names are not able to fully use the dedupe functions.
Rio Wofford
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14 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rio Wofford
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17 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Rio Wofford
commented
Since you can't edit a donation comment, the edit button shouldn't show at all. But I agree, if it does show, it needs to show a normal warning message similar to:
"Sorry, you cannot edit a donation comment on a historical donation."
Thank you, Angela!
Rio Wofford
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As a general rule, if the Fund Name populates in Template Field Lists, it would be nice also to have the Public Fund Name listed as an option.
Thank you, Team!