Settings and activity
48 results found
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33 votes
Eyerusalem Gehringer
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1 voteEyerusalem Gehringer
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2 votesEyerusalem Gehringer
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16 votes
An error occurred while saving the comment Eyerusalem Gehringer
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63 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This would be a great quality of life feature to adding new records across the system.
Eyerusalem Gehringer
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59 votesEyerusalem Gehringer
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38 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
I also appreciate the add note to CSuite outlook integration. In addition to adding to profile opportunities, it would be nice to have expanded features in the add note, such as selecting the note type. It would also be nice if the integration could show who the steward is for a profile. Sometimes donors email a different steward and we want to make sure the current steward reaches out (or for various other scenarios) we want to see who the steward is of the email in front of us, it would be great if in addition it found the profile in system and could display the steward. I also someday hope that notes could have custom fields and if they ever do, would like the option to select custom fields from the outlook integration.
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188 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This would be helpful, there aren't a lot of great options for board portals out there and to have one with a community foundation focus that is connected to our system would be great. Tracking votes, documents, and having options for email communications.
Eyerusalem Gehringer
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193 votesEyerusalem Gehringer
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19 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
This is a great idea, our grants manager just requested this as well. We have quite a few support orgs, corporate giving programs, and some donors who send a request either with an excel file or email. It is great that we can bulk import those grants with the csv, but we'd like to attach the same backup doc to those grants as a pdf as a reference in the future. Right now our grant manager is taking the time to do this individually with the grants, which takes a long time. Especially at end of year when we are processing 1,000+ grants a week this takes up a lot of time. We love the bulk features of CSuite and adding this would be really beneficial.
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1 voteEyerusalem Gehringer
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17 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I agree this would be very helpful to see on the relationships tab of the fund.
Eyerusalem Gehringer
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31 votesEyerusalem Gehringer
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3 votesEyerusalem Gehringer
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22 votes
Thank you for this suggestion. We are working on improvements to Idea Lab and our process.
Eyerusalem Gehringer
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12 votesEyerusalem Gehringer
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4 votesEyerusalem Gehringer
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10 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
The login log is a tool we leverage when troubleshooting and it is important that we have the full picture of them logging in.
Eyerusalem Gehringer
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4 votesEyerusalem Gehringer
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63 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I think this is a great suggestion as it makes it worthwhile to see if there is information there rather than having to click between tabs.
Eyerusalem Gehringer
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We agree, this is something we would prefer to have. There are some folk that we know use their cart strategically that we don't want to notify them. Right now we warned some people in advance and have language to control it, but it would be great to have that second screen to select who to send it to for that level of control.