Settings and activity
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92 votes
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36 voteskmerical
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30 votes
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13 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →kmerical
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207 voteskmerical
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19 votes
Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.
kmerical
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198 voteskmerical
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I was disappointed to learn today that tasks "linked to a profile" will not actually show in the profile once completed. Only notes will show in the profile view and opportunity tasks will show under the relationships tab. It would be nice to see the completed tasks staff have done for donors/fundholders so we know history of conversations and actions.