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  1. 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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    Leeann Napoleon supported this idea  · 
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    Leeann Napoleon commented  · 

    I agree with both comments and agree that the main design style that attracted us to CSuite was the "all at a glance look" where you could scroll and see all levels of engagement and opportunities.

    If the tabs are in fact here to stay, can we add a counter for Engagement and Relationships as well like there are for Notes and Files? Then at least staff will know they need to click to view.

    If customization to layout preference cannot be offered, perhaps one to three layout options could be made available. Similar to the layout of Microsoft Office for Outlook as an example - ranging from tab layout to scrolling layout.

  2. board portal

    167 votes

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    8 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Leeann Napoleon supported this idea  · 

  3. Admin Fees: choose more than one donation type for an Admin Fee

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Leeann Napoleon supported this idea  · 

  4. Recurring Alerts on Home Menu

    77 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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