Settings and activity
2 results found
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4 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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5 votes
Garrett March
supported this idea
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We had a suggestion from a prospect to be able change the Amount Awarded tile (e.g. adjust it to a particular time frame or just see how much has been awarded this year). An alternative would be to be able to reposition it on the dashboard so it's not the first thing you see.