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  1. 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.

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    Amanda McSwine commented  · 

    I'd love to be able to further customize the information on the organization summary page. My organizations does a lot with county information, and the only want to see the county for an organization from the summary page is to click into the edit organization page. It seems like this could very easily be included in the organization info box on the organization summary page.

  2. 2 votes

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    Amanda McSwine supported this idea  · 
  3. 16 votes

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    Amanda McSwine supported this idea  · 
  4. 47 votes

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    Amanda McSwine commented  · 

    Within our grant processes, we allow applicants to submit materials supporting their applications. Depending on the type of application they can submit up to 20 separate materials and for each of these materials we are asking for the same information e.g. a poet can submit up to 20 poems; for each poem we ask them to provide the title and year completed. Currently, I'm manually creating 20 text box fields for the applicant to provide the title and year, and 20 URL fields for the applicant to provide the link to the poem.

    I have had to complete this manual process for at least three of our grant processes which has taken up an exorbitant amount of my time. This would be significantly more efficient with the ability to duplicate a single question or set of questions.

  5. 85 votes

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    Amanda McSwine commented  · 

    Within our grant processes, we allow applicants to submit materials supporting their applications. Depending on the type of application they can submit up to 20 separate materials and for each of these materials we are asking for the same information.  Currently I have to manually create a new question to gather the necessary information for each of these materials although we are asking for exactly the same thing. I have had to complete this manual process for at least three of our grant processes which has taken up an exorbitant amount of my time. This would be significantly more efficient with the ability to duplicate a single question or set of questions.

    Amanda McSwine supported this idea  · 
  6. 89 votes

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    Amanda McSwine commented  · 

    Within our grant processes, we allow applicants to submit materials supporting their applications. Depending on the type of application they can submit up to 20 separate materials and for each of these materials we are asking for the same information.  Currently I have to manually create a new question to gather the necessary information for each of these materials although we are asking for exactly the same thing. I have had to complete this manual process for at least three of our grant processes which has taken up an exorbitant amount of my time. This would be significantly more efficient with the ability to duplicate a single question or group.

    Amanda McSwine supported this idea  · 
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    Amanda McSwine commented  · 

    I am restructuring our grant applications, and the ability to duplicate questions and groups would have saved me a full day of work.

  7. 11 votes

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    Amanda McSwine commented  · 

    Back again to beg Foundant to develop this feature!

    Amanda McSwine supported this idea  · 
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    Amanda McSwine commented  · 

    I am restructuring our applications, and the ability to duplicate a question would have saved me a full day of work.

  8. 2 votes

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    Amanda McSwine shared this idea  · 
  9. 2 votes

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    Amanda McSwine shared this idea  · 
  10. 25 votes

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    Amanda McSwine supported this idea  · 
  11. 5 votes

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    Amanda McSwine shared this idea  · 
  12. 24 votes

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    Amanda McSwine shared this idea  ·