Settings and activity
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Chris Ringkamp
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7 votesChris Ringkamp
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60 votesChris Ringkamp
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1 voteChris Ringkamp
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23 votes
An error occurred while saving the comment Chris Ringkamp
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37 votesChris Ringkamp
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30 votes
An error occurred while saving the comment Chris Ringkamp
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As a new CSuite user, I was shocked to learn that we cannot integrate automatically with MailChimp like the $450/year CRM I moved from. With a staff of two, integration is critical to our workplace effectiveness.
Chris Ringkamp
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Even before wealth analytics integration is launched, something needs to be done to address the inadequacy of custom reports. A custom Profile report is only partially useful. One cannot pull age (new field should be easy to compute knowing DOB), total number of gifts, last gift amount (even though you can pull last gift date), spouse information, etc. Analytics solutions are geared toward searching individuals, not households, but linked information helps substantiate the results. Very frustrating.