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8 results found

  1. Campaigns Without Tickets for Online Donations

    75 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Julia Wood commented  · 

    Critical

  2. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    16 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julia Wood supported this idea  · 
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    Julia Wood commented  · 

    This is critical to ongoing stewardship. Not all tasks (reminders) need to be connected to an opportunity, because that just junks up our opportunities, which is how we track prospect development.

  3. Pay Email Address for EFT Grant Notifications

    44 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Julia Wood supported this idea  · 

  4. notes

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julia Wood supported this idea  · 
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    Julia Wood commented  · 

    I would love for all of the notes section to be formatted in a table/spreadsheet where we could sort by columns and see more information at a glance. I end up scrolling FOR DAYS on some profiles that have a lot of historical notes. A search feature would be nice, too!

  5. Note block view and sizing s/b across full screen.

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julia Wood commented  · 

    Also, the text of some notes are very long (vertically) and it would be nice if the notes section was formatted as a table of information that is easier to glance for a specific note that you need.

    Julia Wood supported this idea  · 

  6. Donor Advisor Portal

    11 votes

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    0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Julia Wood supported this idea  · 

  7. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Julia Wood supported this idea  · 

  8. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    133 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julia Wood supported this idea  ·