Settings and activity
36 results found
-
2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Jillian P.
shared this idea
·
-
7 votesJillian P.
supported this idea
·
-
22 votesJillian P.
supported this idea
·
-
21 votesJillian P.
supported this idea
·
-
13 votesJillian P.
supported this idea
·
-
24 votesJillian P.
supported this idea
·
-
42 votesJillian P.
supported this idea
·
-
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.
shared this idea
·
-
33 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.
supported this idea
·
-
5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Jillian P.
supported this idea
·
-
78 votesJillian P.
supported this idea
·
An error occurred while saving the comment Jillian P.
commented
Agreed with everything previously shared. Please revisit the way this was designed.
-
3 votesJillian P.
shared this idea
·
-
18 votesJillian P.
supported this idea
·
-
37 votes
An error occurred while saving the comment Jillian P.
commented
It would be so helpful to have this functionality!
Jillian P.
supported this idea
·
-
42 votesJillian P.
supported this idea
·
-
95 votesJillian P.
supported this idea
·
-
63 votesJillian P.
supported this idea
·
-
8 votes
An error occurred while saving the comment Jillian P.
commented
This is a huge hinderance for many of our advisors. It also creates wild inefficiencies when processing grants. We have several funds that are configured to require primary advisor approval and those same funds have a primary advisor that submits many grants. In order to create a grant from the recommendation of that advisor, I have to change the setting on that fund every time. This is flawed functionality and needs addressing asap.
Jillian P.
supported this idea
·
-
36 votesJillian P.
supported this idea
·
-
23 votesJillian P.
supported this idea
·
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!