Settings and activity
9 results found
-
15 votes
Leeann Napoleon
supported this idea
·
An error occurred while saving the comment -
43 votesLeeann Napoleon
supported this idea
·
An error occurred while saving the comment Leeann Napoleon
commented
This enhancement would save our foundation so much time!
-
7 votes
An error occurred while saving the comment Leeann Napoleon
commented
Quick update: Please make it optional to display the fund advisor as the donation advisor. In our process flow, these two groups are not synonymous. I suggest a check box to include the fund advisor as the donation advisor optional. As it stands now, we are not able to select the person who advised the fund as part of our grant entry process because we do not want it listed as a donation advisor which releases personal contact information not intended for grantees. Thanks!
Leeann Napoleon
shared this idea
·
-
149 votesLeeann Napoleon
supported this idea
·
-
106 votesLeeann Napoleon
supported this idea
·
-
160 votesLeeann Napoleon
supported this idea
·
-
142 votesPlanned · 6 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Leeann Napoleon
supported this idea
·
-
21 votesLeeann Napoleon
supported this idea
·
-
35 votes
I agree with both comments and agree that the main design style that attracted us to CSuite was the "all at a glance look" where you could scroll and see all levels of engagement and opportunities.
If the tabs are in fact here to stay, can we add a counter for Engagement and Relationships as well like there are for Notes and Files? Then at least staff will know they need to click to view.
If customization to layout preference cannot be offered, perhaps one to three layout options could be made available. Similar to the layout of Microsoft Office for Outlook as an example - ranging from tab layout to scrolling layout.