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  1. Donor information when logging revenue

    6 votes

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    Proposed Idea  ·  1 comment  ·  Nonprofit Solutions Idea Lab » CRM  ·  Admin →
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    Stacy Klingler commented  · 

    Without this information, the workflow is clunky. We have to start in CRM and then switch to accounting. Another option would be to be able to enter revenue or move to the revenue area directly from the profile, where the profile information would already be filled in.

    Stacy Klingler supported this idea  · 

  2. Better control order Profile Custom Fields display

    2 votes

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    Proposed Idea  ·  0 comments  ·  Nonprofit Solutions Idea Lab » CRM  ·  Admin →
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    Stacy Klingler shared this idea  · 

  3. Global Search / Keyword Search

    4 votes

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    1 comment  ·  Nonprofit Solutions Idea Lab » CRM  ·  Admin →
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    Stacy Klingler supported this idea  · 

  4. Duplicate profiles report/process

    1 vote

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    0 comments  ·  Nonprofit Solutions Idea Lab » CRM  ·  Admin →
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    Stacy Klingler shared this idea  ·