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  1. Organization Summary Feedback

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    26 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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
    Erin Galloway commented  · 

    Overall I the new layout is modern and more visually appealing. We did notice today that in the contacts we can no longer view which contact has not logged into the system. This information was helpful to us in determining if/why someone has not responded to any emails or let us know if we entered a contact BEFORE a grant was awarded. Maybe there is a feature I'm overlooking but I don't see the "last logged on" feature from before.