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Settings and activity

10 results found

  1. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    28 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jennie Dawes commented  · 

    Agree. For Opportunities and Engagement to be truly useful like CRM software, we should be able to see all of the information for every profile truly "at a glance" or all in one place to see the full picture. We're trying to decide here whether to start using opportunities - but honestly, it does not appear from all the comments and feedback both with peers in our state and on this forum that anyone is truly finding it adds any value, which is frustrating because we are certainly paying handsomely for these features.

    Jennie Dawes supported this idea  · 

  2. Household opportunities should show on Individual profiles

    64 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Jennie Dawes supported this idea  · 

  3. Link opportunity to a pledge

    27 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Jennie Dawes supported this idea  · 

  4. Task Calendar Invite

    27 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jennie Dawes commented  · 

    Also just found this nugget buried in a section of the Tasks overview:

    "If Email On Task Create is enabled in System Data, then the user assigned to the task will receive an automated email."

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    Jennie Dawes commented  · 

    Yes, I was just testing this to see if we could use it but got a problematic response from Outlook, like it needed the recipient of the task reminder to reset their Outlook.

    I feel like these features should be easier to test to make sure they are foolproof?

    Jennie Dawes supported this idea  · 

  5. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jennie Dawes supported this idea  · 

  6. Tasks viewable to everyone who opens a profile

    31 votes

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    8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jennie Dawes supported this idea  · 

  7. Login As --Removes user's existing login

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jennie Dawes commented  · 

    What is the status of this concern dating back to September? How can we possibly rollout a new Fund Advisor Portal function if we as admins can't directly assist the fund advisors by logging in to see what they see? Logging in from a separate browser also linked my login back to my admin account.

    SOS

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    Jennie Dawes commented  · 

    I was just about to add this to the Lab and saw this! Why suddenly can users not use the "Login As" feature?!?! How can I help a Fund Advisor on the phone if neither of us can log in to that person's account? Another solution for a problem that did not exist!

    Jennie Dawes supported this idea  · 

  8. default text in content

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jennie Dawes supported this idea  · 

  9. Bulk Edit - Payment schedule date and grant date

    85 votes

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    12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jennie Dawes supported this idea  · 

  10. QR Code generated for online tickets sold for fundraising events & check in capabilities

    33 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Jennie Dawes supported this idea  ·