Settings and activity
21 results found
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10 votes
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Scott
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8 votes
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49 votes
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Scott
commented
A great tool to help a donor orient to portal AND very important to document proxy for audit purposes.
Scott
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9 votes
Scott
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39 votes
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Scott
commented
Yes, personal experience with the challenge, multiple family members for a fund could use a secondary steward. Thanks for the consideration to add this feature.
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42 votes
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Scott
commented
This was requested a long time ago. Curious about any update on progress towards a mobile app since May 2024...?
Scott
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25 votes
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31 votes
Scott
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82 votes
Scott
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87 votes
Scott
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35 votes
Scott
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73 votes
Scott
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82 votes
Scott
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17 votes
Scott
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15 votes
Scott
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18 votes
Scott
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87 votes
Thank you for the idea.
Would you hope this is implemented across all processes?
Scott
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30 votes
Scott
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60 votes
Scott
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11 votes
An error occurred while saving the comment
Scott
commented
Would be great to automate this as to not have to continually pull reports then manually go back and change/update to "Former Member" - Thank you
Scott
supported this idea
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Super helpful, explanations especially helpful when deciding which custom field dropdown choice to choose. Maybe hover over popup box with the description...?