Settings and activity
5 results found
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12 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 An error occurred while saving the comment Lacey Matney commented
Woah organization description got buuuuried deep, y'all! :) I had no idea the three dot menu was even in existence on the edit organization page. that's a bit silly and should be a field that displays among the others on the edit organization page itself.
An error occurred while saving the comment Could the "email history" for both orgs and individuals be accessible on the Contacts tab?
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7 votes
An error occurred while saving the comment Attached file (attempt #2 - perhaps the upload is just breaking it)
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56 votes
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5 votes
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11 votes
An error occurred while saving the comment if the # of days could be controlled by stage (instead of in site settings) on all of the reminder emails, that would make them much more useable by more foundations
as a multi year funder, awarded isn't helpful to see, but installments certainly are. Can we bring a way to view all installments on the org profile in one place?