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38 results found

  1. Reports: Add ability to filter on multiple primary cities

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anne Allieri commented  · 

    Another option is to add a field for another level of 'County' so we can indicate if 'South Palm Beach County', 'North Palm Beach County', etc.

    Anne Allieri shared this idea  · 

  2. Portal: update breadcrumbs when tab names are changed

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Anne Allieri shared this idea  · 

  3. aallieri@cfpbmc.org

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Anne Allieri shared this idea  · 

  4. NPD: Add breadcrumb for navigation back from a category page

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Admin →
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    Anne Allieri shared this idea  · 

  5. Promise and Event Tickets

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Anne Allieri supported this idea  · 

  6. Campaigns: Option to add all or primary emails to report

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Anne Allieri shared this idea  · 

  7. 990 Donor Report: Ability to generate based on profile type

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anne Allieri shared this idea  · 

  8. Ability to Add Custom Fields to the Edit Menu for Designations

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri commented  · 

    Allow for the addition of custom fields on the Grantee tab of the profile so we may add additional Grant Types to reflect multiple NTEE Codes defined for the Grantee on GuideStar.

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    Anne Allieri commented  · 

    Allow custom fields to be added to the Grantee Designation tab on a profile.

    Anne Allieri supported this idea  · 

  9. Reports: Freeze the column headers

    51 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Anne Allieri shared this idea  · 

  10. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Allieri shared this idea  · 
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    Anne Allieri commented  · 

    Add "Salutation" and "Suffix" fields to the import donations template so that we don't have to manually add these to the profiles that get created by the import.

  11. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri shared this idea  · 

  12. Advisor Household label field in grant template

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Anne Allieri supported this idea  · 

  13. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Allieri shared this idea  · 

  14. Last Donation Date does not reflect accurate last gift date

    111 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri supported this idea  · 

  15. Search option for online purchases

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Anne Allieri supported this idea  · 

  16. guest email

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Anne Allieri supported this idea  · 

  17. Tasks viewable to everyone who opens a profile

    30 votes

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    7 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Anne Allieri supported this idea  · 

  18. Increase Character Limits for List Questions

    21 votes

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    5 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Anne Allieri supported this idea  · 
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