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62 results found

  1. Add campaign categories as a filter and field in custom reports

    25 votes

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

  2. bulk upload

    18 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Sally Weldon supported this idea  · 

  3. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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

    and these other fields too- basically if we can enter data into a field please have it available on the custom report menu:
    Scholarships
    Last Login Date
    Request Confirmation Email

    Sally Weldon supported this idea  · 
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    Sally Weldon commented  · 

    We have to use access reports to combine the two files based on the profile ID concatenated with the fund id and an underscore between them as the join fields. Maybe engineering can do something similar with the database reporting. And while they are at it they can add the additional tab fields to both this report and the Fund Advisor custom reporting. Split Interest, Voucher, Invoice, and Donate .

  4. payment date

    27 votes

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

  5. Add Permission to View ACH Details in Profiles

    40 votes

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

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

    Sally Weldon supported this idea  · 

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

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon shared this idea  · 

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

    23 votes

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

  8. Separate Unlink Fund Profile from Delete Profile Permission

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Sally Weldon supported this idea  · 

  9. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    46 votes

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

  10. Cumulative donation field option for custom reporting

    21 votes

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

  11. Multiple contacts for Organizations

    45 votes

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

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

    35 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Sally Weldon supported this idea  · 

  13. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Sally Weldon supported this idea  · 

  14. Docusign Integration

    138 votes

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

  15. Turn off notifications when deactivating CSuite user

    38 votes

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

  16. Change Fund Group at a Point in Time

    91 votes

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

  17. If Then logic custom reports

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sally Weldon supported this idea  · 

  18. Scholarship communication with applicants via text

    88 votes

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    Feedback Needed  ·  34 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    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.

  19. notes by date

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Sally Weldon shared this idea  · 

  20. Make Opportunity Type Inactive

    29 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    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  · 
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