Jesika Ellis

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  1. 6 votes

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    Jesika Ellis commented  · 

    Just another plug for this!

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  2. 4 votes

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  3. 19 votes

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  4. 7 votes

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  5. 9 votes

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  6. 17 votes

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  7. 8 votes

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  8. 7 votes

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  9. 23 votes

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    Jesika Ellis commented  · 

    Tyler, Your comment would go a long way to helping us with our needs!

  10. 6 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Jesika Ellis commented  · 

    I second this! We are just now beginning to think about reporting from Opportunities, and while I can create a *mostly* usable Custom Report for Tasks, there is NO NOTES column? There is not.

    If the Opp Tasks have a Note functionality at completion, is that Note not part of the Task itself, and couldn't/shouldn't it be shown for export? We could really use this!

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  11. 3 votes

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    Jesika Ellis commented  · 

    We added this language in the same place as Helen - in System Data>Content>grant_request_submit_footer

    This shows up as a text block above the Submit Request button.

  12. 10 votes

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  13. 4 votes

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  14. 3 votes

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  15. 5 votes

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    Jesika Ellis commented  · 

    In Custom Reports, creating a Profile Fund report gives you the ability to add a column for the Profile Fund Category, as well as filter this field. This report allows you to have profile + fund name + profile fund category etc. Hope this helps - if I understood what you meant correctly!

  16. 39 votes

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  17. 45 votes

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  18. 51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  19. 126 votes

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  20. 49 votes

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    3 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Jesika Ellis commented  · 

    I agree with and second this suggestion! As I manage the system for 17 other staff members, all of whom have the capability to create profiles, this has negatively impacted my trust of the veracity and accuracy of entered information, whereas the zip code validation and auto-populate function at least gave me a sense that errors/mistakes could be caught by the system and either automatically fixed at the creation/entry stage, or would send up an error for the staff entering the address.

    Additionally, we found that having zip code validation removed 'broke' the automatic creation of a Notify address through the Deposit CSV import function. I chatted with support about this issue this morning and they passed this along to the development team, but not before we had to go in to troubleshoot and resolve a recurring and confusing problem with a batch import of donations.

    Jesika Ellis supported this idea  · 

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