Settings and activity
62 results found
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6 votes
Sandy Banks
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2 votesSandy Banks
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1 voteSandy Banks
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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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20 votesSandy Banks
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8 votes
An error occurred while saving the comment Sandy Banks
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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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3 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
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I would like to have the ability for subfolders, but one level would be better than nothing.
Sandy Banks
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5 votesSandy Banks
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17 votesSandy Banks
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8 votes
An error occurred while saving the comment Sandy Banks
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100% agree! Our board members need to read the status reports (follow up forms). Currently I have to create pdf's of each form, then add them to the shared documents for the board members to have access to them. It would be super helpful if they could be assigned a follow-up form just as they are an evaluation.
Sandy Banks
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14 votesSandy Banks
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3 votesSandy Banks
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4 votes
An error occurred while saving the comment Sandy Banks
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Yes!! This would a great tool!
Sandy Banks
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2 votesSandy Banks
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49 votesSandy Banks
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113 votesSandy Banks
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5 votesSandy Banks
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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.