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42 results found

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

    13 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. Option to display image on fund in giving hub

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    In Portal Options>Giving Hub Settings> select edit. There is an option to display fund image. If an image is on a fund record it will display. I assume this request is for the Portal?

    Anne Allieri shared this idea  · 

  3. 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  · 

  4. 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  · 

  5. 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  · 

  6. 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  · 

  7. 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  · 

  8. Profile: Add Sort Key field

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Allieri shared this idea  · 

  9. Revise report filter/field 'Is Owner' to 'Is Advisor' to match the Designation name it represents

    1 vote

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

  10. 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  · 

  11. 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  · 

  12. Reports: Freeze the column headers

    48 votes

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

  13. 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.

  14. 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  · 

  15. Advisor Household label field in grant template

    16 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  · 

  16. 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  · 

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

    110 votes

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

  18. 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  · 

  19. 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  · 

  20. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    12 votes

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