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75 results found

  1. Add a date field to Profile Type

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page shared this idea  · 

  2. profile type

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  3. Grant reporting - add deceased fund advisors and still be able to still see all grants made from a fund

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rhonda Page shared this idea  · 

  4. Create Custom report option for Loyal Donors

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rhonda Page shared this idea  · 

  5. Report on 1st time donors to a fund, including fund advisors

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rhonda Page supported this idea  · 

  6. Donor Report Vs Custom report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rhonda Page commented  · 

    I'm working in a Donor Report and like that I can see each year of giving, total, etc. and custom reports don't do this. I would LOVE a Loyal Donor report to show donors have given in 2023, 2022, 2021, etc. to thank/recognize donors for their loyalty!

    Rhonda Page supported this idea  · 

  7. Yearly Tax Receipt Templates Download Word.Doc

    18 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rhonda Page supported this idea  · 

  8. Bulk print year-end envelope template

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rhonda Page shared this idea  · 

  9. Open tasks viewable to all

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page shared this idea  · 

  10. Email bulk receipts even if a profile doesn't have a primary email

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page shared this idea  · 

  11. Make tasks viewable to all when in a profile or household

    9 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page shared this idea  · 

  12. Custom Field in Tasks

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Rhonda Page supported this idea  · 

  13. Show primary email on household in relationships

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page shared this idea  · 

  14. Payment Processor View

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Rhonda Page supported this idea  · 

  15. Recurring donations fund advisor portal

    24 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Rhonda Page supported this idea  · 

  16. Hate Groups, Extremist Groups

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rhonda Page supported this idea  · 

  17. On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .

    4 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rhonda Page supported this idea  · 

  18. Highlight Create Request on portal when fund advisor does a grantee search

    4 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Rhonda Page shared this idea  · 

  19. Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Rhonda Page shared this idea  · 

  20. Merge profile should not lose Steward or Engagement Strategy from the older profile

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 
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