Skip to content
← IDEA LAB

Settings and activity

59 results found

  1. Please bring back the switch to electronic function on cheques

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 
    An error occurred while saving the comment
    Sally Weldon commented  · 

    Support should never ask us to post a system flaw on idea lab, but they do a lot. It isn't good customer support. There should be a portal to enter system issues (fields missing from custom reports, a function gone that used to be there, a process that is not working). I have no idea if we use could use this function but as a support of your first line "I'm not sure why support has asked me to post this on ideal lab..." I support it!

  2. Add Permission to View ACH Details in Profiles

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sally Weldon commented  · 

    Please, like SSN, ACH settings should allow a restricted group to display.

    Sally Weldon supported this idea  · 

  3. Allow editing a custom report name, description or sharing without having to save as a different report

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon shared this idea  · 

  4. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  5. Separate Unlink Fund Profile from Delete Profile Permission

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  6. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    46 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  7. Cumulative donation field option for custom reporting

    21 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  8. Multiple contacts for Organizations

    44 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  9. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  10. History of Fund Advisors for a Fund

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  11. Docusign Integration

    133 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  12. Turn off notifications when deactivating CSuite user

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  13. Change Fund Group at a Point in Time

    91 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  14. If Then logic custom reports

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  15. Scholarship communication with applicants via text

    86 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Feedback Needed  ·  34 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sally Weldon commented  · 

    "I would say we probably send anywhere between 1000-2000 messages to students. 2000 seems high but because we represent such a large service area, a lot of my messages are reminders of deadlines and to let students know they need to check their emails. "- Lezette Parks, Scholarship Officer CFWNC - uses Smarter Select to process Scholarship apps - because of the texting capability.

  16. notes by date

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon shared this idea  · 

  17. Make Opportunity Type Inactive

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sally Weldon commented  · 

    This is a great idea, has been a year since it was posted. Besides, the "Active" shows up in the edit mode of the Type, why not be able to toggle it to INACTIVE?

    Sally Weldon supported this idea  · 

  18. Navigation - Add Save option to left side menu

    51 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 

  19. Customization of the Organizational Information Form

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sally Weldon supported this idea  · 
1 3 Next →