Settings and activity
70 results found
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2 votes
Sandy Banks
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4 votes
An error occurred while saving the comment Sandy Banks
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49 votesSandy Banks
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9 votesSandy Banks
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8 votesSandy Banks
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An error occurred while saving the comment Sandy Banks
commented
I 100% support the idea of everyone within an organization having access to follow-up forms. I recently had one organization with a new Executive Director. They can not see previous follow-up forms, and I can't assign previous forms to them when the grant is closed. If they have access to view the organization history, there should be a way to view the follow-ups as well.
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3 votesSandy Banks
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5 votesSandy Banks
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5 votesSandy Banks
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7 votesSandy Banks
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6 votesSandy Banks
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7 votesSandy Banks
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3 votesSandy Banks
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10 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 Sandy Banks
commented
I like the look of the new Organization Summary so far. One thing that I am missing is the ability to add an organization description. I've found that the Organizations that had the description on the old view did transfer over to the new summary page, but if they didn't already have a description there is no way to add one (or edit an existing one). Hopefully this feature isn't being phased out with the new Summary.
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20 votesSandy Banks
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8 votes
An error occurred while saving the comment Sandy Banks
commented
I hope this idea will be marked for consideration. We just added comments to 4 organization's LOIs and I've had 2 phone calls that they can't find the comments. There needs to be some way where they stand out more. I like the idea of the colored box.
Sandy Banks
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7 votesSandy Banks
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4 votesSandy Banks
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3 votesSandy Banks
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107 votes
Hey All,
Would you need multiple levels of folders or would one level be enough?
An error occurred while saving the comment Sandy Banks
commented
I would like to have the ability for subfolders, but one level would be better than nothing.
Sandy Banks
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6 votesSandy Banks
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Yes! I can't tell you how many times I see an idea, then when I go to the comment section realize it's from 2017!! Maybe remove the really old ideas that have been archived.