Settings and activity

78 results found

1. I'd love to be able to copy a question or set of questions

   72 votes

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   6 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Mar 11, 2025

2. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

3. Pop-up Communications for Fund Advisors that show in the Portal

   44 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

4. Donor Portal Financials - Only Allow Reporting on Closed Periods

   105 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

5. Option to rename "login" button for Portal

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   35 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

6. Portal: Display donor mailing label or recognition name instead of name

   62 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

7. Login As --Removes user's existing login

   249 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

8. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 21, 2025

9. Formatting for "Amount" fields in all Content areas

   89 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Davette Swiney supported this idea  ·  Feb 17, 2025

10. Ability to edit Profile Fund Link categories versus deleting and relinking

    60 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 17, 2025

11. birthday - option to not include year

    116 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Feb 17, 2025

12. Online Donation Email Subject

    9 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 31, 2025

13. Serial Numbers for Tributes

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 31, 2025

14. Include attachments from emails when using the new Outlook Integration.

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 17, 2025

15. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 17, 2025

16. Expand capability of "add note to CSuite" Outlook integration

    89 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 17, 2025

17. Pending Grants in the "New" bucket

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Davette Swiney supported this idea  ·  Jan 16, 2025

18. opportunities

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Davette Swiney shared this idea  ·  Nov 27, 2024

19. Opportunity bulk import improvement

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Davette Swiney commented  ·  Nov 27, 2024  ·  Edit…  ·  Delete…

    Bulk options would make opportunities much more usable for us. I just spent 2 hours manually closing out opportunities from this year that just need to be marked closed. Everytime I try to start using opportunities more, I encounter these time-consuming challenges and question whether it is a useful tool.

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    Davette Swiney supported this idea  ·  Nov 27, 2024

20. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Davette Swiney supported this idea  ·  Nov 27, 2024