Settings and activity
9 results found
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6 votes
Bonnie Fadel supported this idea ·
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12 votes
Bonnie Fadel shared this idea ·
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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.
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15 votes
Bonnie Fadel supported this idea ·
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44 votes
Bonnie Fadel supported this idea ·
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26 votes
Bonnie Fadel supported this idea ·
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39 votes
Bonnie Fadel supported this idea ·
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21 votes
Bonnie Fadel supported this idea ·
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51 votes
Bonnie Fadel supported this idea ·
It's a great improvement!
Everything is on one page, instead of clicking tabs to get phone numbers or previous grant information. And there's room to make notes.
Would we be able to remove or rearrange some of the tiles?