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9 votes
An error occurred while saving the comment Sally Weldon supported this idea · -
3 votesSally Weldon supported this idea ·
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30 votesSally Weldon supported this idea ·
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37 votesSally Weldon supported this idea ·
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46 votesSally Weldon supported this idea ·
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83 votes
An error occurred while saving the comment Sally Weldon commentedYikes, I haven't used the "roll up" reporting for our donor lists for AR and Newsletter mailing lists - happy I haven't. I was thinking it may be easier than sorting HH records and individual records based on donation date. IMHO: This isn't an IDEA this is a product flaw. Anyone who needs this roll up donation report to be accurate for donation date should send an email to support.
Sally Weldon supported this idea · -
44 votesSally Weldon supported this idea ·
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21 votes
An error occurred while saving the comment Sally Weldon commentedwe just leave open a browser tab with the chat in it and open new tabs to continue to work, if you want a work around before this is implemented
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30 votesSally Weldon supported this idea ·
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129 votesSally Weldon supported this idea ·
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13 votes
An error occurred while saving the comment Sally Weldon commentedwe have Fund Advisor emails tracked for Fund Statements, Grant and Donation Notifications. Tax Receipts for Donations emails. We would like to include emails to Grantees with these other emails that are already logged.”…
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31 votesSally Weldon supported this idea ·
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39 votesSally Weldon supported this idea ·
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48 votesSally Weldon supported this idea ·
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60 votesSally Weldon supported this idea ·
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21 votesSally Weldon supported this idea ·
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75 votesSally Weldon supported this idea ·
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10 votesSally Weldon supported this idea ·
Any automated process should have some kind of log or report we can review. We are finding duplicated addresses from this process, because of our standards for entering addresses, the GLM merge adds an additional address record in CSuite, just a bit different from the existing.