Settings and activity
21 results found
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11 votes
This workflow today can be completed from Request and Decision.
-sammie
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Sharie Dodge
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6 votesSharie Dodge
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17 votesSharie Dodge
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1 voteSharie Dodge
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18 votes
Would this only need to be an admin function or would you want the ability for your end users as well?
-sammie
Sharie Dodge
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32 votesSharie Dodge
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16 votesSharie Dodge
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28 votesSharie Dodge
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1 voteSharie Dodge
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4 votesSharie Dodge
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4 votesSharie Dodge
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14 votesSharie Dodge
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19 votesSharie Dodge
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3 votesSharie Dodge
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16 votes
An error occurred while saving the comment Sharie Dodge
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YES!! I would love to have an automated email be sent to the applicant when we change the status to complete.
Sharie Dodge
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62 votesSharie Dodge
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21 votesSharie Dodge
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12 votesSharie Dodge
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8 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.
Sharie Dodge
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35 votesSharie Dodge
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I understand it can be done by clicking away to Request and Decisions, but it would be more convenient if it could be done from the Approval page. I got confused as to why my menu did not match the one on the instructions in the how to guide, as the pages look similar. I thought it was a setting that needed to be turned on to allow us to batch create merge documents, but there are just extra steps to navigate to THE page that hosts the workflow. Adding the option to the Approval page would reduce friction.