Settings and activity
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12 votes
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Jamee
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15 votesJamee
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90 votes
An error occurred while saving the comment Jamee
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Adding the option to add a task to an opportunity right from the Outlook integration would MAJORLY simplify our moves management and save lots of staff time. The outlook integration as it is now is so easy to use and quick, but it doesn't do what we really need it to - which is aid in our opportunities management.
Jamee
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105 votes
An error occurred while saving the comment Jamee
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Totally agree!
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250 votesJamee
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111 votesJamee
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51 votesJamee
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66 votesJamee
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23 votes
An error occurred while saving the comment Jamee
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Agree - this would be hugely helpful!
Jamee
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Hi Amanda, I did reach out to support when this first happened and they told me this is a feature, not a bug. I just tested it on the sandbox, and it is still happening.
Edit to add: I'm talking about the donor-view, not fund advisor view. In my example, the donor is also the fund advisor, but the donor's unposted donations show up in the donor portal, and that is a feature, not a bug. I believe that should be changed so that only posted donations show up on the donor portal.