Settings and activity
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34 votes
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Talitha Costello
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15 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Talitha Costello
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5 votes
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Talitha Costello
commented
We do a similar thing; we download them all and put them in GLM's shared documents for review, but it would be really nice for the evaluators to be able to view them themselves.
Talitha Costello
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106 votes
Talitha Costello
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Our team would love to be able to clean up our e-mail addresses across systems. We've been trying to coordinate this for years - but we wind up updating e-mail addresses or getting new ones via GLM which we never copy to CSuite (or vice versa), bounces in Constant Contact which we only use to clean up Constant Contact campaigns, but which never get used to clean up CSuite. Same issue with SLM and ordinary profile updates. We just never get the information to ripple across all the places we store these (partly because we have different uses for the addresses, depending on where they've been entered, but partly just because no one thinks to log in to three systems every time we learn something new).