contact record
A major downside of CSuite is the lack of a robust "contact record" for each donor profile. The engagement tab isn't it because you can't bulk upload a particular contact method. For instance, I have about 40 new contacts that I sent a mailing to. I want to (1) bulk upload them as new profiles then (2) make a record of the mailing and (3) include the pdf of the document I mailed.
Any other modern CRM can easily accomplish this, and list the mailing as a contact alongside phone calls, emails, etc.
The only way to do this in CSuite is to create the profiles, then bulk upload it as a note. So then it doesn't show up in "engagement". There's no centralized contact record, which is mind boggling as that's literally the point of a CRM...tracking customer relationship management.
Erica Scott-Adjei
shared this idea
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