Settings and activity
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8 votes
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Eyerusalem Gehringer
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14 votes
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commented
Yes breaking this down more would be great. Other items like changing steward, custom fields, etc.
Eyerusalem Gehringer
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12 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Eyerusalem Gehringer
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13 votesEyerusalem Gehringer
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43 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I agree with the comments Sidney, Davette, and Joel said. Especially for larger community foundations, having bulk-friendly tools to import and in system to process items on a filtered list. Currently we can bulk create opportunities - really only nice for generic opportunities to a broad group like fundraising and doing a type of outreach. Or setting the stage - which often for us is not based on a group of profiles necessarily. Bulk editing, closing, importing are all tools that would be helpful.
Eyerusalem Gehringer
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62 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This would be great - I spend more time than I would like adding and deleting the fund categories when I often just need to edit the link.
Eyerusalem Gehringer
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70 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
I agree - it is critical to make it easy to make grants to foundation funds, and it should be easy for foundations to promote this to their fund advisors.
Eyerusalem Gehringer
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41 votesEyerusalem Gehringer
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5 votesEyerusalem Gehringer
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66 votesEyerusalem Gehringer
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90 votesEyerusalem Gehringer
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3 votesEyerusalem Gehringer
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5 votesEyerusalem Gehringer
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21 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
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.
Eyerusalem Gehringer
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111 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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114 votesEyerusalem Gehringer
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93 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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206 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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4 votesEyerusalem Gehringer
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8 votesEyerusalem Gehringer
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This would be great - we have set up an internal policy on how many outreach attempts we make and when we clear the cart. It would be great to remove it on the back end and have that record rather than logging in as the advisor.