Settings and activity
354 results found
-
5 votes
SB Levine
supported this idea
·
-
4 votesSB Levine
supported this idea
·
-
9 votes
An error occurred while saving the comment SB Levine
supported this idea
·
An error occurred while saving the comment SB Levine
commented
On the new applicant dashboard, for an applicant that is part of several organizations (grant writer) some with several applications, navigation is clunky. When scrolling to see everything going on, the Organization name and "switch" button can get lost. Please consider moving these to the top navigation bar next to Organization History, this way it is always visible.
-
10 votesSB Levine
supported this idea
·
-
8 votesSB Levine
supported this idea
·
-
1 voteSB Levine
shared this idea
·
-
11 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 SB Levine
commented
Contacts -> Table view
Please add the ability to click on the email address to either email the individual or to proxy in. For organizations that have a long list of contacts this is extremely helpful and time saving."Edit" button available on the Table View of Contacts is also very important.
-
2 votesSB Levine
supported this idea
·
-
10 votesSB Levine
supported this idea
·
-
7 votesSB Levine
supported this idea
·
-
7 votesSB Levine
supported this idea
·
-
7 votesSB Levine
supported this idea
·
-
22 votesSB Levine
supported this idea
·
-
10 votesSB Levine
supported this idea
·
-
3 votesSB Levine
supported this idea
·
-
28 votesSB Levine
supported this idea
·
-
6 votesSB Levine
supported this idea
·
-
2 votesSB Levine
supported this idea
·
-
3 votesSB Levine
supported this idea
·
-
5 votesSB Levine
supported this idea
·
It is unclear as to why projects are showing in Completed as to No Action. Projects with later application dates are showing in the Completed Column. In our thinking they should be in the No Action Column because we just haven't assigned the Follow-Ups yet because it is way to early. Only Closed projects should show in the Completed/Historical Column and maybe the timeframe could be customizable.