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53 results found

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

    7 votes

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    Proposed Idea  ·  1 comment  ·  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.

    43 votes

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    Proposed Idea  ·  10 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

    90 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

    93 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

    142 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  6. Candid Search in Portal

    13 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

    64 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

    43 votes

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    Proposed Idea  ·  6 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

    114 votes

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    Under Consideration  ·  7 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

    25 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

    41 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

    22 votes

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    Proposed Idea  ·  1 comment  ·  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

    70 votes

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

  16. Recurring Alerts on Home Menu

    103 votes

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

  17. profiles: display relationship and engagement tab numbers

    70 votes

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

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

    267 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  19. opportunity letter - need option to email

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sally Weldon shared this idea  · 

  20. Reporting for multiple objects at once

    16 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon commented  · 

    Yes, the ability to join objects is a very much needed option in reporting. I have had this option in other ERPs as well. One of the most important object joins for us would have to be the Profile Fund object and the Fund Advisor object. We currently run over 20 reports quarterly as exports that must use Access to join the individual exports to produce reports to check data entry. Fund/Notes (the combined object only shows Funds WITH Notes), Fund/Grants, Profile/Notes (the combined object only shows Profiles WITH notes).

    Sally Weldon supported this idea  · 
2