Settings and activity
8 results found
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8 votes
Moving this back to proposed. We plan to update the status language in the Fund Advisor portal. Multi installment lines can currently be viewed by clicking a grant id.
Julie Rae
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24 votesJulie Rae
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79 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Julie Rae
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55 votesJulie Rae
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43 votesJulie Rae
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27 votes
An error occurred while saving the comment Julie Rae
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15 votes
Please reach out to support@foundat.com for specific response around accessibility and actions taken with the solution.
Julie Rae
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35 votesJulie Rae
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We agree :
1. There is no two way sync
a. It would be useful if we could send data back to Csuite if a donor unsubscribes from mailchimp or a message is returned undeliverable
b. When a fund advisor is removed in Csuite, we need to manually compare MC and Csuite database to then remove the contact in MC
2. There is no toggle in Csuite to say unsubscribed from mailchimp.
This ties in with option1 above.
3. Current synchronisation from Csuite to Mailchimp overwrites history.
When syncing to MC, it replaces emails and any existing "behavior history/open/clicks" within MC is lost. We use that behavior to target segments for enewsletters