Settings and activity
12 results found
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7 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.
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83 votes
Vickie
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51 votesVickie
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7 votesVickie
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72 votesVickie
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23 votesVickie
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104 votesVickie
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34 votes
As we look to implement our new Data Visualization tool this will be a new functionality.
-The Foundant Team
Vickie
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70 votesVickie
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143 votesVickie
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27 votesVickie
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163 votesVickie
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On the new Organization Summary page I'm not finding the Organization Change Log or the Organization Email History. Will those be added or is there someplace else we'll be able to access that information? It's not something that's used a lot, but is helpful when it's needed.