Settings and activity
34 results found
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9 votes
Mariah Williams
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2 votesMariah Williams
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19 votesMariah Williams
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7 votesMariah Williams
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12 votesMariah Williams
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3 votesMariah Williams
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9 votesMariah Williams
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22 votesMariah Williams
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22 votesMariah Williams
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8 votesMariah Williams
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13 votesMariah Williams
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24 votes
An error occurred while saving the comment Mariah Williams
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25 votes
An error occurred while saving the comment Mariah Williams
commented
From an accounting perspective, this would be immensely helpful to have in the reporting tool. Now, if we don't pull our reports on the date(ie. December 31, month end) or halt payment entry, etc., into the system until all necessary reports have been pulled. For example, as of the end of a January I need to know all of the Foundation's future commitments. So before any February activity, I need to pull all of these reports and save them. If activity has been entered for the next period before I can pull them I have to go and manually tease that out.
We have figured out work arounds generally, but an as of date in the reporting tool would be tremendously helpful.
Mariah Williams
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3 votesMariah Williams
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I would like to see a feature like this as well. I personally would like to see it merged with the request or organization email history section (depending on the type of contact). I would like to be able to enter communications outside of the system so that all of our administrators can see that I made contact. I would like types (as a minimum) of meeting, phone conversation, letter)
On this same vein of CRM-type features, I would like to make comments about a specific user. That way if I have a note about a particular user (ie., best to contact via email v phone, this person is new to the organization or to "categorize" users into reporting, financial information, etc.).