Settings and activity
37 results found
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55 votes
Jillian P.
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100 votesJillian P.
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3 votesJillian P.
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Jillian P.
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10 votesJillian P.
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5 votesJillian P.
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15 votesJillian P.
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42 votes
An error occurred while saving the comment Jillian P.
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99 votes
An error occurred while saving the comment Jillian P.
commented
Agree with previous comments. Please clean up and remove extra unnecessary clicks.
Jillian P.
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13 votesJillian P.
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22 votesJillian P.
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65 votesJillian P.
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38 votes
An error occurred while saving the comment Jillian P.
commented
I'd like to second everything stated but especially how helpful it would be to have a log that states that a staff member submitted a recommendation "logged in as" fund advisor.
Jillian P.
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224 votesJillian P.
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An error occurred while saving the comment Jillian P.
commented
Agreed with everything previously shared. Please revisit the way this was designed.
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36 votesJillian P.
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17 votesJillian P.
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9 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Jillian P.
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11 votesJillian P.
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55 votesJillian P.
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1 vote
Profile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.
An error occurred while saving the comment Jillian P.
commented
Holly, I'd like to be able to get a total count of profiles associated to each profile type, in one report. I understand I can click into each profile type, list profiles, and export for a count, but we have 430 Profile Types. Also, adding profile type to a profile report, lists all the profile types in one column, so with that format, I'm unable to create a pivot table one exported to Excel.
Are there other ways I could achieve a count per profile type? Thanks!
Jillian P.
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36 votes
An error occurred while saving the comment Jillian P.
commented
Would love for this to be addressed. The prompt on the note within the task states that if a fund is selected, the note will be visible when viewing the fund, but it is not functioning that way. We use TASKS within the OPPORTUNITY for our moves management. Having the ability to share a note to a fund that is attached to a task would streamline the process and would make internal communications between donor engagement and development much more efficient.
Jillian P.
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Left menu would be wonderful! It's definitely buried where it currently lives within Grants and is not quick and easy to reference when trying to direct donors to view.