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64 results found

  1. filter selections showing "invalid" error when editing a report

    4 votes

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

  2. Add Email address "Other Detail" to a reporting object.

    29 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon commented  · 

    When a field is added to the database for any reason, maybe part of the check list for that new field should be it is available in custom reports. We have a list of fields in the database that haven't been added to custom reports and we have created idea labs, asked support to add them.
    I'll add these to our list as well. Please, Foundant, have part of the new field process be having it available for reporting.

    Sally Weldon supported this idea  · 

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

    71 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Sally Weldon supported this idea  · 

  4. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    49 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Sally Weldon supported this idea  · 

  5. Portal: ACH Option

    63 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  6. Candid Search in Portal

    11 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

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

    44 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Sally Weldon supported this idea  · 

  8. Opportunity bulk import improvement

    39 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sally Weldon supported this idea  · 

  9. Set Redirect Legacy Fund Advisor Portal option to go to username and password or allow that as an option

    10 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon commented  · 

    This would really help our Donor Relations team work with fundholders who are using the portal.

    Sally Weldon supported this idea  · 

  10. giving hub remove other option

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Sally Weldon shared this idea  · 

  11. Custom Reports: Opportunity Tasks & Notes

    90 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon supported this idea  · 
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    Sally Weldon commented  · 

    Why only the Task ID and Name? The other fields should be easy to add to the custom report. It's like it was an oversight.

  12. 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

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  13. Recurring Grant: Calendar End Date Option

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Sally Weldon supported this idea  · 

  14. Create Grant Request - Enhancement Option to Rename the Button

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  15. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    42 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  16. Fund Imports: Giving Hub

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Sally Weldon supported this idea  · 

  17. Recurring Alerts on Home Menu

    100 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon supported this idea  · 

  18. profiles: display relationship and engagement tab numbers

    68 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon supported this idea  · 

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

    208 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  20. Reports Permission: Full Access & De-Linking Scheduling Reports

    11 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Sally Weldon commented  · 

    Admin logins should be the only access that can delete or edit anyone's reports. Anyone should have access to schedule. Thanks for spotting this Joel, I completely missed the update. Permissions are so important, giving more access to a group is dangerous without making sure a system administrator knows this.

    Sally Weldon supported this idea  · 
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