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56 results found

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

    28 votes

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    12 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Bryant Phillips commented  · 

    We've come across this also and it's surprising there isn't a custom report option to list all tasks with profile information. Our team would like to do some analysis on all tasks and it isn't possible.

    Bryant Phillips supported this idea  · 

  2. Change Fund History Total Grants to not include unposted grants

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Bryant Phillips shared this idea  · 

  3. API for Constant Contact

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Bryant Phillips supported this idea  · 

  4. login info tab: move to right of notes tab

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Bryant Phillips supported this idea  · 

  5. add a team member to fund steward

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Bryant Phillips supported this idea  · 

  6. Custom Field on Notes

    35 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Bryant Phillips supported this idea  · 

  7. Donor Portal App

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Bryant Phillips shared this idea  · 

  8. Assign existing profile note to an opportunity

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Bryant Phillips shared this idea  · 

  9. Link one note to multiple profiles or funds

    43 votes

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    5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Bryant Phillips supported this idea  · 

  10. Recurring Alerts on Home Menu

    96 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Bryant Phillips supported this idea  · 

  11. Recognize soft credits on donor profiles

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Bryant Phillips supported this idea  · 

  12. Create a Transaction using the Fund ID instead of Fund Name

    19 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Bryant Phillips supported this idea  · 

  13. Add ability to view grants in a tab on the fund page

    15 votes

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    4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

    Bryant Phillips supported this idea  · 

  14. Ability to build custom dashboards

    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Bryant Phillips supported this idea  · 

  15. Viewing all notes for a Household profile and any members

    20 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Bryant Phillips supported this idea  · 
    Bryant Phillips shared this idea  · 

  16. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Bryant Phillips shared this idea  · 

  17. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    37 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Bryant Phillips commented  · 

    It would also be helpful if the notification email we receive included details about the actual change, instead of just a general email that a change was made.

    Bryant Phillips supported this idea  · 

  18. ID # search

    41 votes

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    5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Bryant Phillips commented  · 

    As Dedie mentioned, there are a number of areas in CSuite where the ID also isn't even visible when searching - like custom reports when filtering by profile, merging profiles and selecting the other profile, changing the grantee on a grant, etc. It would be a big help if the ID was at least included in the search results after the name. If we could also search by ID in addition to name, that would be great also. Without this, there's a higher chance for mistakes. Sometimes, we have to keep guessing at the search until the right record is selected.

    Bryant Phillips supported this idea  · 

  19. Household opportunities should show on Individual profiles

    59 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Bryant Phillips supported this idea  · 

  20. birthday - option to not include year

    107 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Bryant Phillips supported this idea  · 
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