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Settings and activity

106 results found

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

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  2. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  3. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  4. Organization's name in event ticket

    54 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  5. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  6. Bring back the option for archived campaign to show on a profile!

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Lynn Oltmanns supported this idea  · 

  7. Search option for online purchases

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  8. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  9. Allow editing a custom report name, description or sharing without having to save as a different report

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  10. Merge suggestion should automatically be removed when an individual is added to household

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  11. Allow adding a campaign to a posted voucher

    22 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  12. Custom Field permission by record type

    29 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  13. Do Not Allow Admin Fee to make a Fund Balance Negative

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  14. Household opportunities should show on Individual profiles

    62 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

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

    111 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  16. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  17. Ticketed Events

    29 votes

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    2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  18. Add campaign categories as a filter and field in custom reports

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Lynn Oltmanns supported this idea  · 

  19. online donations creating new profiles each time

    60 votes

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

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Lynn Oltmanns supported this idea  · 

  20. profiles: display relationship and engagement tab numbers

    68 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Lynn Oltmanns supported this idea  · 
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