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  1. 5 votes

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  2. 2 votes

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  3. 4 votes

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  4. 3 votes

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  5. 2 votes

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  6. 1 vote

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  7. 9 votes

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  8. 3 votes

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  9. 7 votes

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  10. 4 votes

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  11. 10 votes

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  12. 8 votes

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  13. 7 votes

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  14. 5 votes

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  15. 13 votes

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  16. 8 votes

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  17. 1 vote

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  18. 13 votes

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    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.

  19. 2 votes

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  20. 11 votes

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    SB Levine supported this idea  ·