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  1. Donor Contact

    23 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Erica Scott-Adjei supported this idea  · 

  2. Email receipt

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Erica Scott-Adjei supported this idea  · 

  3. CC and BCC E-mail to attach donor correspondence

    25 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Erica Scott-Adjei commented  · 

    Many other CRM databases have a feature where each user is assigned a unique "BCC to notes" email. When you email a donor, and you apply that BCC email, then the email content is automatically saved to the profile. This is a HUGE time saver. I emailed tech support, who said this feature doesn't exist. I really encourage you to make it. Otherwise, I now have to copy and paste emails to the profile to document engagement and contact history with a particular donor. This is so laborious and unnecessary.

    Erica Scott-Adjei supported this idea  ·