Settings and activity

104 results found

1. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Julie supported this idea  ·  Aug 22, 2024

2. Reporting for multiple objects at once

   15 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 9, 2024

3. New Login Screen - Default to PIN

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 7, 2024

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

   111 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 6, 2024

5. Collapse/Expand Files

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jul 17, 2024

6. Accessing note types via Notes section

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jul 16, 2024

7. Custom fields available to sync when merging profiles

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jul 16, 2024

8. Fund Log - track all changes made under Relationship tab

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jul 9, 2024

9. Change Log back to detail it used to provide

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jul 5, 2024

10. Reports: Freeze the column headers

    51 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jun 26, 2024

11. Opportunity should show on Fund Profile

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  May 9, 2024

12. GLM/SLM changes syncing with csuite profiles

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Apr 3, 2024

13. Multiple Advisors on one grant

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 25, 2024

14. 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  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Julie commented  ·  Mar 20, 2024  ·  Edit…  ·  Delete…

    A new Idea Lab post was created that is very similar to this request. If you want to vote on it too it's here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48132884-change-opportunities-to-the-engagement-tab

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    Julie shared this idea  ·  May 3, 2023

15. Change opportunities to the engagement tab

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Julie commented  ·  Mar 12, 2024  ·  Edit…  ·  Delete…

    Please vote on this similar IdeaLab post as well: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/46617298-profile-updates-add-opportunity-and-active-oppo

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    Julie supported this idea  ·  Mar 12, 2024

16. Recognize soft credits on donor profiles

    37 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 12, 2024
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    Julie commented  ·  Apr 4, 2023  ·  Edit…  ·  Delete…

    Agreed, the new 'soft credit' is not at all useful if not shown on the donor record.

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17. Prevent Duplicate Fund Short Names

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Julie shared this idea  ·  Mar 7, 2024

18. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Mar 6, 2024

19. Search option for online purchases

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie commented  ·  Feb 22, 2024  ·  Edit…  ·  Delete…

    If implemented this would need to be done in a way that 1. donors were not inadvertently pulling up the wrong profile (lots of John Smiths out there) and 2. donor information and anonymity were protected.

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20. Organization's name in event ticket

    54 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Feb 5, 2024