Settings and activity
259 results found
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94 votes
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Madison Leighty
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Madison Leighty
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5 votesMadison Leighty
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5 votesMadison Leighty
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9 votesMadison Leighty
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8 votesMadison Leighty
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6 votesMadison Leighty
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15 votesMadison Leighty
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4 votesMadison Leighty
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An error occurred while saving the comment Madison Leighty
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It would also be extremely helpful if the address type, other detail, primary/pay/mailing/inactive, and primary date fields could be updated across multiple profiles as part of this process.
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4 votesMadison Leighty
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Madison Leighty
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30 votes
An error occurred while saving the comment Madison Leighty
commented
I'm disappointed to see no action taken on this idea in over a year. We record lots of important information about contact info in the Other Detail field, and it is important that this field (both on emails and on mailing addresses) be reportable for building mailing lists. As others have mentioned, this is essential given that the database is unable to accommodate the increasingly nuanced communication preferences that many constituents have nowadays.
Madison Leighty
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16 votes
An error occurred while saving the comment Madison Leighty
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This is true for individual funds as well as affiliates and should be fixed for all. Our fund reps are almost always looking for the most recent documents first.
Madison Leighty
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8 votesMadison Leighty
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9 votesMadison Leighty
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5 votesMadison Leighty
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5 votesMadison Leighty
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6 votesMadison Leighty
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4 votesMadison Leighty
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4 votesMadison Leighty
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Absolutely key for internal tracking of donor pipelines and constituent engagement. It is tedious to pull these separate reports and combine them by hand. The ideal integrated report for us would be one that contains all the necessary fields to provide a basic overview of the status of each of a user's open opportunities AND the recent activity (tasks, notes) on each opportunity.