Settings and activity
38 results found
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30 votes
Marsha Strauss
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12 votes
A rich text editor was released on 9/12/2024. Here is the release note:
Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.
Marsha Strauss
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9 votes
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Marsha Strauss
commented
Circling back - profiles in Csuite can have a picture, so I may start adding the ones I have to their profiles over there. It's something. Who knows how/if/when I'll use, but they'll be there.
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Marsha Strauss
commented
Just adding a comment so maybe the folks behind the curtain will take notice. I whole heartedly agree! I just today thought to add to the documents tab once we get them from the kids, at least a little easier than digging thru every application or followup.
Marsha Strauss
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9 votes
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Marsha Strauss
commented
I think the rich text space needs some improving overall as well. There is no undo option. The formatting gets so messed up at times, and then I try to ho into the html to fix, but that often makes it worse or clears any formatting.
Marsha Strauss
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10 votes
Marsha Strauss
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81 votes
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Marsha Strauss
commented
FULL AGREEMENT!!! You have the tech for tribute gift notices (even tho it's in a template and not the body of an email which is where it should be)
Marsha Strauss
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81 votes
Marsha Strauss
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7 votes
Marsha Strauss
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13 votes
Marsha Strauss
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10 votes
Marsha Strauss
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6 votes
Marsha Strauss
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107 votes
Hey All,
Would you need multiple levels of folders or would one level be enough?
Marsha Strauss
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10 votes
Marsha Strauss
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16 votes
Marsha Strauss
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20 votes
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Marsha Strauss
commented
Nice, kinda like what they have in the sandbox lessons
Marsha Strauss
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76 votes
Marsha Strauss
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46 votes
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Marsha Strauss
commented
You could download the pdf packets of completed follow ups from the batch option in followups complete tab and then send in an email?
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29 votes
Marsha Strauss
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47 votes
Marsha Strauss
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120 votes
This just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
Marsha Strauss
supported this idea
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The sending email platform is great in SLM, easy click hyperlinked email address to send, formattable, images insertable, etc... would be so nice to have similar in CSuite