Julie
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18 votesJulie
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1 voteJulie
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3 votesJulie
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6 votesJulie
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3 votesJulie
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1 voteJulie
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22 votes
An error occurred while saving the comment Julie
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6 votesJulie
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3 votesJulie
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6 votesJulie
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39 votes
An error occurred while saving the comment Julie
commented
Yes! Campaigns should be connected to profiles not to donor records. Just because they received a mailing or were invited to an event doesn't make them a donor but it's important for us to be able to see it on their profile record so we know what our contact with them has been. This request is similar:
http://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/43841667-campaignsJulie
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30 votesJulie
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28 votesJulie
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26 votesJulie
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61 votesUnder Consideration ·
AdminHolly Spitz
(Accounting Product Manager, Foundant Technologies)
responded
This will require some “back end” architecture work. We are working with the engineers to come up with a solution to this problem in Q4 2021.
An error occurred while saving the comment Julie
commented
This is so true! It would really be more useful if the campaign was connected to the actual profile, not the donor record. That way we could see who was invited but didn't attend or who received a mailing even if they haven't given. Being invited to a campaign shouldn't automatically making someone a "donor".
Julie
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4 votesJulie
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7 votesJulie
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81 votes
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commented
The vast majority of times we're looking at history of grants or donations we're looking for the most recent. Listing in reverse chronological order would be really helpful. It's especially frustrating to not see the most recent grant/donations on the first screen since we have to wait for those charts to load before grant history will even pull up and there's no way to turn off the charts. This should be a simple fix. Please implement this or at least respond to the request.
Julie
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5 votesJulie
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9 votesJulie
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Thanks for implementing this - the status of this post should be updated.