Settings and activity
59 results found
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23 votes
Sally Weldon
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77 votesSally Weldon
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54 votesSally Weldon
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46 votesSally Weldon
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9 votes
An error occurred while saving the comment Sally Weldon
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35 votesSally Weldon
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6 votes
An error occurred while saving the comment Sally Weldon
commented
An Admin should be able to manage reports and tasks of any user, active or inactive.
Sally Weldon
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1 voteSally Weldon
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26 votesSally Weldon
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3 votesSally Weldon
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20 votes
An error occurred while saving the comment Sally Weldon
commented
We flag a Profile Fund record, on the Profile with a Note of type "no fund statement" and record on the note text who requested it. Then we do not create a Fund Advisor record. The data check includes removing these profiles when making sure the setup of the Fund Advisor record is following the category of the Profile Fund record and the Group/Subgroup of the fund to make sure only funds with Grant Req tab are able to grant. We also make sure during the quarterly data check that any Profile with this note is still a fund holder and still without a Fund Advisor record. While having a "placeholder" fund advisor record could be a better solution, if not and you want to try our method would be happy to share details if needed.
Sally Weldon
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5 votesSally Weldon
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7 votes
An error occurred while saving the comment Sally Weldon
commented
If a field exists for data entry, it should be available for reporting. Here's our running list:
missing fields custom report by group:
Fund Advisor Fund
• Scholarships
• Last Login Date -Campaigns:
• Group Information (we don’t use but if we did we would need this data)
• Start Date
• Total Seats
• Seats Sold
o Any updates to campaigns have not resulted in more reporting fields available, only the basic 12 fields – an event details page has 21 fields, groups tab has three, Requests has three.Profile:
• Primary address TYPE
• Address Date (for summer/winter)Grants:
• Master Grant ID
• Grant Advisor (one entered, not Fund Advisor) (added 8/14/2023)
• Grant Letter Template (added 6/2/2023)Sally Weldon
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10 votesSally Weldon
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11 votes
An error occurred while saving the comment Sally Weldon
commented
Yes, the ability to join objects is a very much needed option in reporting. I have had this option in other ERPs as well. One of the most important object joins for us would have to be the Profile Fund object and the Fund Advisor object. We currently run over 20 reports quarterly as exports that must use Access to join the individual exports to produce reports to check data entry. Fund/Notes (the combined object only shows Funds WITH Notes), Fund/Grants, Profile/Notes (the combined object only shows Profiles WITH notes).
Sally Weldon
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25 votesSally Weldon
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13 votesSally Weldon
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32 votesSally Weldon
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32 votesSally Weldon
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22 votes
An error occurred while saving the comment Sally Weldon
commented
Any automated process should have some kind of log or report we can review. We are finding duplicated addresses from this process, because of our standards for entering addresses, the GLM merge adds an additional address record in CSuite, just a bit different from the existing.
Sally Weldon
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Admin logins should be the only access that can delete or edit anyone's reports. Anyone should have access to schedule. Thanks for spotting this Joel, I completely missed the update. Permissions are so important, giving more access to a group is dangerous without making sure a system administrator knows this.