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191 results found

  1. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    46 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jesika Ellis supported this idea  · 

  2. Donations: change fund

    67 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Jesika Ellis supported this idea  · 

  3. payment date

    32 votes

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

  4. notes by date

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jesika Ellis supported this idea  · 

  5. inactive users - remove from assign to task list

    28 votes

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

  6. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jesika Ellis supported this idea  · 

  7. Custom Reports: Opportunity Tasks & Notes

    110 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jesika Ellis commented  · 

    Just another plug for this!

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    Jesika Ellis commented  · 

    Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?

    Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.

    Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field

    Note custom report pulls in:
    Task Type Name field +
    full Note Text field
    Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description field

    Opportunity custom report pulls in:
    Profile ID#/Label etc fields
    Stage Name
    Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fields

    For full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.

    Jesika Ellis supported this idea  · 

  8. Option for household changes to populate individual profiles linked to household

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jesika Ellis supported this idea  · 

  9. Folders for Reports

    104 votes

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    Planned  ·  11 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Jesika Ellis supported this idea  · 

  10. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jesika Ellis supported this idea  · 

  11. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jesika Ellis supported this idea  · 
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