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Settings and activity

60 results found

  1. Add ability to link Opportunity to a Profile that served as a referral

    33 votes

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    5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  2. profile search

    29 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  3. Task Email Reminder to include task description

    13 votes

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

  4. Credit card fees and tax recpts

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Kait Balsewicz supported this idea  · 

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

    29 votes

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    12 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  6. Color code outward facing fields

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  7. Keep Attached Files When Tributes Merge

    19 votes

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    0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  8. Warning message if revenue share will push a fund underwater.

    34 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  9. For bulk year-end print receipts, print them in order of the report, not random order

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  10. Recurring Alerts on Home Menu

    98 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  11. auto receipt - ability to disable by campaign

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  12. Select Share Document [Yes/No] when uploading a file

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  13. Indicate required fields with an asterisk

    75 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  14. Preferred Contact Profile Field

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  15. Docusign Integration

    133 votes

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

  16. Combine credit card fees with the donation amount

    117 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  17. 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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    Kait Balsewicz supported this idea  · 

  18. Opportunity Tasks Notes Need to Show Up on the Fund

    34 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kait Balsewicz supported this idea  · 

  19. One Log In Across Foundant Platforms

    222 votes

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

  20. 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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    Kait Balsewicz supported this idea  · 
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