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6 votesProposed Idea · 10 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
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Michele Jeican
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An error occurred while saving the comment Michele Jeican
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I was initially excited to learn about the batch processing option and maybe it will help our gift entry staff at some point, but to change the entire donation UI in December is so problematic! We had a newer staff member start training on gift entry today and the person training her was struggling at best. Also, the layout is clunky and not very intuitive as to where things are, specifically the check number, etc. There are many unhappy people in our office today.
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29 votes
An error occurred while saving the comment Michele Jeican
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Has there been any traction on this at all? We have been having horrible luck emailing students and people are using their personal cell phones to text them and that's not ideal. Thanks, hope it gets off the ground!
Michele Jeican
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Michele Jeican
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10 votesMichele Jeican
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13 votesMichele Jeican
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8 votes
An error occurred while saving the comment Michele Jeican
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I literally just came here to suggest this! This happens from time to time, and we have to put alerts on the new fund to check the old fund for history, etc. It's clunky and I always worry that the historical information will not be reported correctly to fund reps, especially if the old fund is closed.
Michele Jeican
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7 votesMichele Jeican
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7 votesMichele Jeican
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5 votesMichele Jeican
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85 votesMichele Jeican
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17 votesMichele Jeican
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36 votesMichele Jeican
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41 votesMichele Jeican
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4 votesMichele Jeican
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13 votesMichele Jeican
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106 votesMichele Jeican
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7 votesMichele Jeican
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Michele Jeican
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89 votesMichele Jeican
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10 votesMichele Jeican
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After further review of the batch workflow, that is not going to work for us either unless all the donations are postmarked on the same date since the date and fund name are the boundaries for establishing the batch and we use the postmark date for items mailed to us. It would work if the items were hand delivered together, but that is infrequent.