Settings and activity
35 results found
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8 votes
Jillian P.
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16 votesJillian P.
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40 votesJillian P.
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33 votesUnder Consideration · 8 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →
An error occurred while saving the comment Jillian P.
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82 votesJillian P.
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192 votesJillian P.
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An error occurred while saving the comment Jillian P.
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Agreed with everything previously shared. Please revisit the way this was designed.
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30 votesJillian P.
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17 votesJillian P.
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7 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Jillian P.
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10 votesJillian P.
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45 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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34 votes
An error occurred while saving the comment Jillian P.
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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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5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Jillian P.
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5 votesJillian P.
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27 votesJillian P.
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37 votes
An error occurred while saving the comment Jillian P.
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It would be so helpful to have this functionality!
Jillian P.
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42 votesJillian P.
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106 votesJillian P.
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65 votesJillian P.
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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.