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29 results found

  1. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Wanda Willis supported this idea  · 

  2. 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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    Wanda Willis commented  · 

    Org contact name is different than primary contact for an organization. Org contact is on the org profile while primary contact is a whole separate profile that is linked to the org. I want to be able to pull the profile marked as primary contact to the org which does not seem to be a reportable field from what I have found.

    Wanda Willis shared this idea  · 

  3. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Wanda Willis supported this idea  · 

  4. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    65 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wanda Willis supported this idea  · 

  5. 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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    Wanda Willis supported this idea  · 

  6. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    29 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Wanda Willis supported this idea  · 

  7. Combine credit card fees with the donation amount

    117 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Wanda Willis supported this idea  · 

  8. Dynamic "Primary Org Contact" field replace static "Contact" field

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Wanda Willis supported this idea  · 

  9. fund advisor portal grant notification-advisor specific

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Wanda Willis supported this idea  · 
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