Settings and activity
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6 votes
Conner Peckham
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13 votesConner Peckham
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11 votesConner Peckham
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30 votesConner Peckham
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11 votesConner Peckham
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41 votesConner Peckham
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18 votesConner Peckham
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11 votesConner Peckham
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25 votesConner Peckham
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4 votes
An error occurred while saving the comment Conner Peckham
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2 votesConner Peckham
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2 votesConner Peckham
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3 votesConner Peckham
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3 votesConner Peckham
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4 votesConner Peckham
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3 votesConner Peckham
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2 votesConner Peckham
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5 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 Conner Peckham
commented
One note I've heard is finding previous forms or follow ups from the applicant dashboard hasn't been as intuitive because they are currently under the "Documents" drop down. I wonder if changing the label to "Forms and Files" or something similar might help them know where to access those previously submitted forms?
An error occurred while saving the comment Conner Peckham
commented
Currently, the pinned comment functionality updates the person who created the comment and the date it was created to whoever pinned it and the date it was pinned rather than who originally created the comment and the date it was created. I'd like to see the two separated so that pinning a comment doesn't change the original date and who originally posted it.
An error occurred while saving the comment Conner Peckham
commented
Having the total awarded, total requests, total approved, last grant date, and overdue follow ups on this page is SO HELPFUL! I hope these will be able to be pulled into reports, too! Would there be any way to click on the number of Overdue Follow Ups and have it take you to a filtered list of the requests in which a report is overdue?
One other thing on my wish list would be to add a column to the Requests section to show internal users assigned to a specific request. We assign each request to a program officer and it would be such a nice addition to be able to see which program officer was/is assigned or connected to each request. Or possibly even show the name of the assigned user of the most recent grant along with the last grant date?
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2 votesConner Peckham
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Hi Andrea, I 100% agree with you. Having better rich text tools would be ideal so that we can format and brand our pages and forms how we'd like. In the meantime, I've started using the code view to accomplish this on our site. Here's an example of what I've done: https://community.foundant.com/funders_community_foundations/discussion/3000/logon-page-ui-design-options
Happy to connect if you'd like!