Settings and activity
180 results found
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154 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
Jesika Ellis
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110 votesJesika Ellis
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25 votesJesika Ellis
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19 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
Jesika Ellis
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12 votesJesika Ellis
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24 votesJesika Ellis
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30 votesJesika Ellis
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70 votesJesika Ellis
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30 votesJesika Ellis
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47 votesJesika Ellis
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An error occurred while saving the comment -
42 votesJesika Ellis
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45 votes
An error occurred while saving the comment Jesika Ellis
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SKYE and HOLLY - If you're going to pursue this idea, be aware that adding any additional addresses, emails, phone, etc to an Org profile will 100% prevent accurate mapping from GLM. So please test thoroughly - or better yet, fix the incredibly fragile map requirements from GLM!! We have to delete data frequently just to get grants mapped over to CSuite (mostly caused by the person submitting the request/attached to the grant not being the person represented on the profile, though still an employee of that org - i.e. the Grant Writer vs the ED), and then we either have to repopulate that data afterwards or simply say, "Oh, well! Lost that data!"
Jesika Ellis
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30 votesJesika Ellis
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21 votesJesika Ellis
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15 votesJesika Ellis
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55 votesJesika Ellis
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24 votes
An error occurred while saving the comment Jesika Ellis
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How has this still not happened? The name field ALREADY provides the prefix, first name, and last names separately - surely there is some coding wizardry that can automatically concatenate these fields in standard permutations to create the salutation and mailing field?!
An error occurred while saving the comment Jesika Ellis
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I wish I could vote for this 1,000 times!
Jesika Ellis
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31 votesJesika Ellis
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37 votesJesika Ellis
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15 votesJesika Ellis
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Seems to me this could easily be accomplished by adding area/module checkbox options to all notes, similar to the ones we are offered when creating an Alert from a note....