Settings and activity
289 results found
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11 votes
This workflow today can be completed from Request and Decision.
-sammie
Lorna Sandberg
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43 votesLorna Sandberg
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18 votesLorna Sandberg
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26 votesLorna Sandberg
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16 votesLorna Sandberg
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15 votes
We are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
An error occurred while saving the comment Lorna Sandberg
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25 votesProposed Idea · 5 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Lorna Sandberg
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8 votesLorna Sandberg
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36 votesLorna Sandberg
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82 votesLorna Sandberg
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19 votesLorna Sandberg
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27 votesLorna Sandberg
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7 votesLorna Sandberg
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22 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
Lorna Sandberg
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53 votesLorna Sandberg
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64 votesLorna Sandberg
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61 votesLorna Sandberg
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34 votesLorna Sandberg
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18 votesLorna Sandberg
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6 votes
Are you looking for this to be allowed in a text area responses or a separate area for links?
Lorna Sandberg
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Ideally it would be great if CSuite integrated with Microsoft Outlook, so we could send from Outlook and attach to a profile as we were sending it. (no uploading or notes needed). At a previous position we had Salesforce, and this worked great. From what I remember, we didn't have to send from the system (while we could). And we could then use the system to triage emails as "cases" and assigned to the respective staff person to address and resolve.