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Settings and activity

59 results found

  1. Add Permission to View ACH Details in Profiles

    35 votes

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    5 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  · 

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

    25 votes

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

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

    18 votes

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

  4. 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  · 

  5. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    40 votes

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

  6. Cumulative donation field option for custom reporting

    20 votes

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

  7. Multiple contacts for Organizations

    43 votes

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

  8. 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  · 

  9. History of Fund Advisors for a Fund

    43 votes

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

  10. Docusign Integration

    128 votes

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

  11. 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  · 

  12. Change Fund Group at a Point in Time

    86 votes

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

  13. If Then logic custom reports

    19 votes

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

  14. Scholarship communication with applicants via text

    81 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.

  15. Day Date for Cleared Checks in Bank Reconcile

    10 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Sally Weldon supported this idea  · 

  16. notes by date

    15 votes

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

  17. Make Opportunity Type Inactive

    27 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  · 

  18. Navigation - Add Save option to left side menu

    51 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Sally Weldon supported this idea  · 

  19. Customization of the Organizational Information Form

    10 votes

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    4 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    Sally Weldon supported this idea  · 
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