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  1. Organization Summary Feedback

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    35 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    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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    Leigh Hall commented  · 

    We would like to see the link to Charity Navigator replaced with a link to the most recent 990 on the Org Title/Summary page. The attached doc shows more. Is this possible? Thank you