Settings and activity

98 results found

1. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

2. Ability to edit Profile Fund Link categories versus deleting and relinking

   64 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

3. default text in content

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

4. Reports: Freeze the column headers

   58 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

5. birthday - option to not include year

   119 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

6. Opportunity bulk import improvement

   44 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

7. Login As --Removes user's existing login

   268 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Dec 12, 2024

8. Allow for multiple advisors on an account to be notified when requesting balance swaps

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 22, 2024

9. customizable text for tribute fields in Giving Hub

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Lynn Oltmanns shared this idea  ·  Oct 8, 2024

10. Show who is notified in online tribute dropdown

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Lynn Oltmanns shared this idea  ·  Oct 8, 2024

11. Tributes sent - should be in the logs for the profile receiving the notification

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Oct 8, 2024

12. Indicate fund balance has been reduced by pending grants on the fund

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns shared this idea  ·  Aug 8, 2024

13. Print Universal Application questions by opportunities

    •  

    7 votes

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    0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Lynn Oltmanns supported this idea  ·  Jul 11, 2024

14. UA Opportunity Printing

    5 votes

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    0 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Lynn Oltmanns supported this idea  ·  Jul 11, 2024

15. Grant description field should be larger so it can be viewed without scrolling

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

16. Fund Created Field - not a date stamp

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

17. Grant Approver: Easier way to create new approver

    35 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

18. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

19. fund advisor portal grant notification-advisor specific

    44 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024

20. Change "no-reply@fcsuite.com" to Default Email Reply To

    71 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jul 2, 2024