Settings and activity
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21 votes
Eyerusalem Gehringer
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14 votesEyerusalem Gehringer
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33 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
An error occurred while saving the comment Eyerusalem Gehringer
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2 votesEyerusalem Gehringer
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9 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
Agreed - this update made the notification so helpful but a few more details like fund name and description would make it even more functional.
Eyerusalem Gehringer
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8 votesEyerusalem Gehringer
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4 votes
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commented
It would also be great if we could have our custom fields and descriptions to show up on the quick reference so that those are explained on the same page.
Eyerusalem Gehringer
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14 votesEyerusalem Gehringer
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5 votesEyerusalem Gehringer
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5 votesEyerusalem Gehringer
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5 votesEyerusalem Gehringer
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3 votesEyerusalem Gehringer
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4 votesEyerusalem Gehringer
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4 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This does pop up for me, but only if I have already done address validation and I'm changing something like the address type. Otherwise, the address validation pops up, I make my choice, and it goes back to the profile. In an ideal world, both address validation and then updating the other profiles would both show up. This would also update more profiles at once with address validation.
Eyerusalem Gehringer
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4 votesEyerusalem Gehringer
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7 votesEyerusalem Gehringer
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2 votesEyerusalem Gehringer
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40 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This would also be great to see on tasks.
An error occurred while saving the comment Eyerusalem Gehringer
commented
Additionally, I believe this would make the note feature much more competitive with Salesforce as with the "log a call" feature there we are able to customize and add layers of tracking. An important aspect is consistency across tracking and by having people select dropdowns/checkmarks/etc in custom fields on a note we can make the burden of note tracking a lot less and improve consistency. Right now, I have to come up with a structure using the note types and using specific keywords in notes in order to have reporting of metrics. But, I'll be limited to how much I can filter those reports in the built in custom reports. I think it would be a much improved quality of life feature for those of us that have to do a lot of tracking.
Eyerusalem Gehringer
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27 votesEyerusalem Gehringer
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Agreed - this button is very confusing and I think clarifying this is important.