Settings and activity
103 results found
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22 votes
Jesika Ellis
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22 votesJesika Ellis
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21 votesJesika Ellis
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32 votesJesika Ellis
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75 votesJesika Ellis
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26 votesJesika Ellis
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36 votesJesika Ellis
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26 votesJesika Ellis
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33 votesJesika Ellis
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31 votesJesika Ellis
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39 votes
An error occurred while saving the comment Jesika Ellis
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SKYE and HOLLY - If you're going to pursue this idea, be aware that adding any additional addresses, emails, phone, etc to an Org profile will 100% prevent accurate mapping from GLM. So please test thoroughly - or better yet, fix the incredibly fragile map requirements from GLM!! We have to delete data frequently just to get grants mapped over to CSuite (mostly caused by the person submitting the request/attached to the grant not being the person represented on the profile, though still an employee of that org - i.e. the Grant Writer vs the ED), and then we either have to repopulate that data afterwards or simply say, "Oh, well! Lost that data!"
Jesika Ellis
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34 votesJesika Ellis
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40 votesJesika Ellis
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17 votes
An error occurred while saving the comment Jesika Ellis
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From Support today: "Within CSuite, if Salutation is left blank, the Mailing Label will appear in its place. If the Mailing Label is also blank, the prefix, first name, and last name will appear (for organizations this would just be Organization Name).
This results in a Salutation field that is never truly blank."This is not how fields should work, especially if this causes the fields to not behave correctly in conditional fields (i.e. a blank Salutation is never truly blank?!?! That's crazy talk.)
Why can't all fields be pulled as they are (including prefix, first, and last name) and be available for use in CSuite templates appropriately?
Jesika Ellis
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21 votesJesika Ellis
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30 votesJesika Ellis
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14 votesJesika Ellis
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13 votesJesika Ellis
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48 votesJesika Ellis
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18 votes
An error occurred while saving the comment Jesika Ellis
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How has this still not happened? The name field ALREADY provides the prefix, first name, and last names separately - surely there is some coding wizardry that can automatically concatenate these fields in standard permutations to create the salutation and mailing field?!
An error occurred while saving the comment Jesika Ellis
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I wish I could vote for this 1,000 times!
Jesika Ellis
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Seems to me this could easily be accomplished by adding area/module checkbox options to all notes, similar to the ones we are offered when creating an Alert from a note....