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Settings and activity

42 results found

  1. allow inactive and activate of profile from left menu

    9 votes

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

  2. Profiles: Allow edit of profile phone types

    7 votes

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

  3. 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.

  4. Add Indicator on Profiles to identify them as having been created by Import Donations Tool

    10 votes

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

  5. Have ability to set system wide "reduce spendable" to Vouchers rather on a voucher by voucher input.

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Anne Allieri supported this idea  · 

  6. Opportunity balance should reflect when the opportunity is committed by a pledge

    10 votes

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

  7. Fund Advisor Log - Display User name in log for reset password - not Fund Advisor

    7 votes

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

  8. 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  · 

  9. Advisor Household label field in grant template

    14 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  · 

  10. 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  · 

  11. Bulk Delete Profiles from Campaign

    35 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Anne Allieri supported this idea  · 
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    Anne Allieri commented  · 

    Add ability to bulk delete profiles that do not have rsvp 'yes' in a Campaign so only those profiles that are expected at an event are on the list. This would be hugely helpful at event check in to make the process move quickly. Also add option to sort by guest last name in the Campaign profiles tab.

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

    102 votes

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

  13. 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  · 

  14. Pledge Reminder Primary contact full name

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Anne Allieri supported this idea  · 

  15. Add option to 'set notify' in custom reports

    7 votes

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

  16. Receiving a notification for guest's name updates

    10 votes

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

  17. guest email

    14 votes

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

  18. 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  · 

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

    17 votes

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

  20. Tasks viewable to everyone who opens a profile

    25 votes

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