Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
Marinda Ochs
shared this idea
-
Hank commented
Ideally, they would just create a user dashboard that would list all things that need to be accomplished by the user.90% of other CRMs have this feature. There's no reason Csuite shouldn't have this after so many years in existence.
CRMs should speed up your workflow. Csuite does compared to not having a CRM. But, not much more than that.
-
Marsha Strauss
commented
How exciting! I've got an idea under consideration! Thanks!!
-
Michele Jeican
commented
This is a cool idea!
-
Judi
commented
Great idea! I'm constantly checking the grants bucket to see if new grant requests are there.
-
Marsha Strauss
commented
ie, like a colored dot or highlight when there is a recurring grant due for processing, or when a donation has been made online. See attachment for my brilliant idea. ;-)
-
Marsha Strauss
commented
ie, like a little colored dot or something when a recurring grant has come due, or a donation has been made online....