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Settings and activity

49 results found

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

    62 votes

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

  2. 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  · 

  3. 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  · 

  4. 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  · 

  5. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  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.

  6. 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  ·  Admin →
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    Sally Weldon supported this idea  · 

  7. 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  · 

  8. 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  · 

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

    65 votes

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

  10. 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  · 

  11. profiles: display relationship and engagement tab numbers

    69 votes

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

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

    251 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sally Weldon supported this idea  · 

  13. 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  · 

  14. 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  · 

  15. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon supported this idea  · 

  16. Donor Portal Logout Page

    27 votes

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

  17. Reports: Freeze the column headers

    56 votes

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

  18. GLM/SLM changes syncing with csuite profiles

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon commented  · 

    Any automated process should have some kind of log or report we can review. We are finding duplicated addresses from this process, because of our standards for entering addresses, the GLM merge adds an additional address record in CSuite, just a bit different from the existing.

    Sally Weldon supported this idea  · 

  19. Last Donation Date does not reflect accurate last gift date

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sally Weldon commented  · 

    Yikes, I haven't used the "roll up" reporting for our donor lists for AR and Newsletter mailing lists - happy I haven't. I was thinking it may be easier than sorting HH records and individual records based on donation date. IMHO: This isn't an IDEA this is a product flaw. Anyone who needs this roll up donation report to be accurate for donation date should send an email to support.

    Sally Weldon supported this idea  · 

  20. Pay Email Address for EFT Grant Notifications

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Weldon supported this idea  · 
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