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1 voteErica Scott-Adjei shared this idea ·
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22 votesErica Scott-Adjei supported this idea ·
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15 votesErica Scott-Adjei supported this idea ·
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26 votesPlanned · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Erica Scott-Adjei supported this idea ·
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3 votesErica Scott-Adjei shared this idea ·
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23 votes
An error occurred while saving the comment Erica Scott-Adjei supported this idea ·
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.