Settings and activity
115 results found
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2 votes
Alex
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36 votes
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60 votes
When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
Alex
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84 votesAlex
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61 votesAlex
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27 votesAlex
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26 votesAlex
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31 votesAlex
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35 votesAlex
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81 votesAlex
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205 votesAlex
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18 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable · Admin →Alex
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116 votesAlex
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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.
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commented
You can run a list to see the campaigns that are archived but you can't see the campaign on the profile view if you could toggle it on the profile view like you could in the campaigns view that would be perfect this would allow us to at a glance see the activities that are current and toggle for historical perspective when needed
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117 votesAlex
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10 votesAlex
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46 votesAlex
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46 votesAlex
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47 votesAlex
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45 votesAlex
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besides the check printing, the biggest issue is not being able to use the "primary contact" designation as a filter or criteria to pull reports, build campaigns, etc. I need to be able to pull a report that has the profiles assigned as primary contacts to grantee organizations or attended an event and the primary contact on an org.