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89 votes
Eyerusalem Gehringer
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205 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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13 votesEyerusalem Gehringer
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4 votesEyerusalem Gehringer
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12 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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69 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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21 votesEyerusalem Gehringer
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4 votes
The link to the public roadmap is now available in the 9-dot icon located under your username in the top right of your screen.
Eyerusalem Gehringer
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7 votesEyerusalem Gehringer
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144 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
This is great, but I would emphasize that it would be great to be a true integration and not limited to the powerforms. I think that GLM/SLM has that true integration but some vendors say they have an integration and it is only limited to the powerforms and for the complexity of agreements we would want it to not be limited to that as the forms have a lot of room for error and high waste of envelopes.
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2 votesEyerusalem Gehringer
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53 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This is an interesting idea - allowing more flexibility and options to do payments will be great especially working with more tech minded individuals.
Eyerusalem Gehringer
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7 votesEyerusalem Gehringer
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44 votes
An error occurred while saving the comment Eyerusalem Gehringer
commented
This would be a great communication tool. Communication teams are limited in what they can put in front of donor's eyes and this would be great to include. Especially if there was one for the first time they log in.
Eyerusalem Gehringer
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Eyerusalem Gehringer
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249 votesEyerusalem Gehringer
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An error occurred while saving the comment Eyerusalem Gehringer
commented
I have been testing the new portal out and it is incredibly challenging to proxy as a a fund advisor and try to double check information in the backend only to find I need to log out again. This will make customer service challenging as Jennifer stated, as often we are trying to reference information in both sides.
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21 votesEyerusalem Gehringer
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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.