Settings and activity
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21 votes
Hi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
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sammie
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20 votes
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Pele
commented
Also, the reason why there are duplicate orgs that we need to delete is because of the message for duplicate emails. New users forget that they have previously registered, they go to create a new account and then receive a message that their email is already being used. So the user just creates an account with a different email. Then we have duplicate organization records and we cannot delete the extra one. We can merge the two organizations but then we still have duplicate contacts for the same person.
Would be great to also be able to merge duplicate contacts.
Pele
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5 votesPele
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An error occurred while saving the comment Pele
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I am DYING to have "Legal Name" from Charity Check as a Merge Field and as an Export Field. This would benefit EVERY foundation using Foundant. We all have to make sure to always use the correct legal name.
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6 votesPele
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25 votesPele
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51 votesPele
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7 votesPele
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Hi Sammie, I also would like to see the follow up submitted on date on the page you noted in your picture. Currently, the only place you can see when something was submitted is in the dashboard follow up area. Then, but if you click Complete, that information is then gone. Now if you need to know, you have to research in the Email History for when the receipt was sent. No fun! Making the submitted on date easily available would be wonderful!!!!!!!!!!! Thanks! : )