Tax Status Verify: better integration and needs to auto update organization information

Tax status verify in classic view automatically updates organization info and verification date. First off, it's difficult to even FIND the tax status verify in Skyview, but then it's a completely separate window so 1) I have to have the EIN handy somewhere else, and 2) you can't easily copy and paste the tax verification information from it into the organization record.

Please allow me to tax status verify from within the organization record again.

  • Breanne Nugent
  • May 11 2021
  • Already exists
Records
  • May 18, 2021

    Admin response

    Hello - I closed this with the status "already exists" because I believe the functionality you're looking for is available already in SKY view. If I misunderstood what you are suggesting, I apologize! Please respond in a comment here and we'll re-open the item.

    If you open an organization record, in the action bar across the top of the record, there is a dropdown that says "Due diligence." From there you can access all the features related to tax status verify, checking watchlists, etc., that you are used to. I've highlighted that option in the screenshot below.

    I know it's possible that you saw that button, but didn't recognize it, since classic view did not use the term "due diligence" for this feature. If you think there's a better term we could use that would be more intuitive for other users who don't see this comment, please let us know!

    Thank you,

    -Vin St. John

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