Settings and activity
59 results found
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9 votesMarsha Strauss supported this idea ·
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16 votesMarsha Strauss supported this idea ·
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2 votes
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19 votes
An error occurred while saving the comment Marsha Strauss commentedNice, kinda like what they have in the sandbox lessons
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71 votesMarsha Strauss supported this idea ·
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41 votes
An error occurred while saving the comment Marsha Strauss commentedYou 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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45 votesMarsha Strauss supported this idea ·
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25 votesMarsha Strauss shared this idea ·
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11 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Marsha Strauss supported this idea ·
An error occurred while saving the comment Marsha Strauss commentedYikes. Turn off the auto receipts for now? I don't trust the auto things going out the way I want. Thankfully, we're small at this point, so I can watch things and do manually.
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47 votesMarsha Strauss supported this idea ·
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112 votesMarsha Strauss supported this idea ·
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13 votesMarsha Strauss shared this idea ·
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9 votesMarsha Strauss shared this idea ·
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15 votes
An error occurred while saving the comment Marsha Strauss commentedIlsa, as far as I know, assigning all of the followups was how I was trained to do it. That way they are set and I don't have to remember to ask the kids for the info we need each year
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17 votesMarsha Strauss supported this idea ·
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22 votesMarsha Strauss shared this idea ·
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6 votesMarsha Strauss shared this idea ·
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67 votesMarsha Strauss supported this idea ·
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65 votesMarsha Strauss supported this idea ·
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36 votesMarsha Strauss supported this idea ·
Don't even know when/why to do this...