Settings and activity
75 results found
-
14 votes
Rhonda Page
supported this idea
·
-
19 votesProposed Idea · 7 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rhonda Page
supported this idea
·
-
25 votes
An error occurred while saving the comment An error occurred while saving the comment Rhonda Page
commented
THIS ISN'T QUITE IMPLEMENTED! It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up regardless of which user opens the profile, and it would be great is Tasks would appear at the top of the page when a profile is open, if it's past due in a red box. If it's a future task, not in a red box. We are used to Raiser's Edge and seeing open/pending actions so the whole team is aware of what's going on with a constituent/profile/donor. Thanks
Rhonda Page
supported this idea
·
Rhonda Page
shared this idea
·
-
12 votesRhonda Page
shared this idea
·
-
18 votesRhonda Page
supported this idea
·
-
18 votesRhonda Page
supported this idea
·
-
29 votes
An error occurred while saving the comment Rhonda Page
commented
Also add End Date to the field options so we can pull that date in reports.
Rhonda Page
supported this idea
·
-
102 votesRhonda Page
supported this idea
·
-
38 votesRhonda Page
supported this idea
·
-
46 votesRhonda Page
supported this idea
·
-
22 votesRhonda Page
supported this idea
·
-
22 votesRhonda Page
supported this idea
·
-
81 votes
An error occurred while saving the comment Rhonda Page
commented
Add closed funds to appear in RED on the Relationships tab within a profile. A quick look at Relationships will show funds open vs. closed. Would be helpful!
Rhonda Page
shared this idea
·
-
167 votesRhonda Page
supported this idea
·
-
13 votesRhonda Page
supported this idea
·
-
42 votesRhonda Page
supported this idea
·
-
47 votesRhonda Page
supported this idea
·
Rhonda Page
shared this idea
·
-
14 votesRhonda Page
supported this idea
·
-
29 votesRhonda Page
supported this idea
·
-
22 votesRhonda Page
supported this idea
·
Please implement this idea ... right now I am looking at profiles in a "stewardship" capacity and want to see if the "Steward" has assigned a task for the profile but I can not see any tasks. I have to open tasks I've assigned to 1) see if I've by chance months earlier assigned a task to the steward and 2) if I haven't, then create a task and now we may have repeat tasks on the profile but no one but the two who have an open task knows of an upcoming open task.