Settings and activity

13 results found

1. 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  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Sandra Reid supported this idea  ·  May 8, 2024

2. 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  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  May 8, 2024

3. 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  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  May 6, 2024

4. 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  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Apr 29, 2024

5. Donations Report Fields: Opportunity Id and Opportunity Assigned Name

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Apr 14, 2024

6. 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  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Mar 18, 2024

7. Advisor Household label field in grant template

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Mar 13, 2024

8. Adding an additional column for Registration beside RSVP and Attended

   12 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Mar 1, 2024

9. Search option for online purchases

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sandra Reid supported this idea  ·  Feb 21, 2024

10. Pledge Reminder Primary contact full name

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Sandra Reid supported this idea  ·  Feb 19, 2024

11. guest email

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sandra Reid supported this idea  ·  Jan 31, 2024

12. Event Ticket Receipt - Guest Information Fields

    23 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sandra Reid supported this idea  ·  Jul 26, 2023

13. 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  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Sandra Reid commented  ·  Jun 22, 2023  ·  Edit…  ·  Delete…

    I would like to be able to copy complete mailing address and contact information at once

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    Sandra Reid supported this idea  ·  Jun 22, 2023