Settings and activity
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16 votes
Fiona Ross
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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.
Fiona Ross
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An error occurred while saving the comment An error occurred while saving the comment Fiona Ross
commented
I like the look!
- Echoing sentiments to have some widgets be editable and for the charity check image to expand and show information about operating foundation status.
- I really think contacts should be alphabetical vertical list- the widgets get confusing fast. -
46 votesFiona Ross
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11 votesFiona Ross
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57 votesFiona Ross
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42 votesFiona Ross
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48 votesFiona Ross
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74 votesFiona Ross
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51 votesFiona Ross
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4 votesFiona Ross
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107 votes
Hey All,
Would you need multiple levels of folders or would one level be enough?
Fiona Ross
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21 votesFiona Ross
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3 votesFiona Ross
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22 votesFiona Ross
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Hello! I'm encountering that there is no "Edit" button available on the Table View of Contacts or Documents. I have to click into Card View in order to access the "Edit" button. I would love to be able to edit from Table View without clicking over to Card View.
Similarly, in Contacts, none of my contact's emails are appearing in Table View (even once columns are adjusted for width) but are displaying in Card View.
Thanks!