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6 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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2 votes
Eric Slepak
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82 votesEric Slepak
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6 votesEric Slepak
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14 votesEric Slepak
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Love the new look of this organization summary, I think it's clean and digestible.
I think this was discussed on a previous webinar for this feature, but some way to import emails or otherwise track communications would be helpful.
Looking at the Funders tab for a few of our grantees, it looks like there is a lack of recent data (I haven't seen anything beyond 2021 yet). I don't have access to the Foundation Center data, so I'm not sure whether their data is not up to date, or if there's an issue in pulling the data into Foundant. Does anyone on the Foundant team have more insight into this?