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96 results found

  1. Export Date / Run Date

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rhonda Page commented  · 

    Would also be great if there was a Report Date / Last Run Date. Helpful to know how recently the report was run.

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  2. Create ability to attach files to a note

    102 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Rhonda Page supported this idea  · 

  3. birthday - option to not include year

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  4. Create Custom report option for Loyal Donors

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Rhonda Page shared this idea  · 

  5. Report on 1st time donors to a fund, including fund advisors

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  6. Tasks viewable to everyone who opens a profile

    26 votes

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    6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Rhonda Page commented  · 

    Please implement this idea ... right now I am looking at profiles in a "stewardship" capacity and want to see if the "Steward" has assigned a task for the profile but I can not see any tasks. I have to open tasks I've assigned to 1) see if I've by chance months earlier assigned a task to the steward and 2) if I haven't, then create a task and now we may have repeat tasks on the profile but no one but the two who have an open task knows of an upcoming open task.

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    Rhonda Page commented  · 

    THIS ISN'T QUITE IMPLEMENTED! It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up regardless of which user opens the profile, and it would be great is Tasks would appear at the top of the page when a profile is open, if it's past due in a red box. If it's a future task, not in a red box. We are used to Raiser's Edge and seeing open/pending actions so the whole team is aware of what's going on with a constituent/profile/donor. Thanks

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  7. Make tasks viewable to all when in a profile or household

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page shared this idea  · 

  8. Custom Field in Tasks

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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  9. Hate Groups, Extremist Groups

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rhonda Page supported this idea  · 

  10. Recurring Grant: Calendar End Date Option

    36 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Rhonda Page commented  · 

    Also add End Date to the field options so we can pull that date in reports.

    Rhonda Page supported this idea  · 

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

    108 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Rhonda Page supported this idea  · 

  12. ApplePay, PayPal, Venmo integration

    45 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Rhonda Page supported this idea  · 

  13. grant type guidestar

    46 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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  14. The ability to inactivate a scholarship to remove it from the scholarship list.

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Rhonda Page supported this idea  · 

  15. Filter by TOTAL Donations in Donor Report

    25 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  16. Closed Funds should appear in Red in Relationships tab

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Rhonda Page commented  · 

    Add closed funds to appear in RED on the Relationships tab within a profile. A quick look at Relationships will show funds open vs. closed. Would be helpful!

    Rhonda Page shared this idea  · 

  17. board portal

    188 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Rhonda Page supported this idea  · 

  18. Task Email Reminder to include task description

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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  19. Opportunity Task Workflow

    43 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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  20. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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