Settings and activity

94 results found

1. profiles: display relationship and engagement tab numbers

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   70 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  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 14, 2023

2. Multiple contacts for Organizations

   48 votes

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   7 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Julie supported this idea  ·  Jul 17, 2023

3. Custom Reports: Opportunity Tasks & Notes

   121 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jul 10, 2023

4. Increase character count in grant description field

   24 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 9, 2023

5. text communication to student applicants

   32 votes

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   5 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Julie supported this idea  ·  Feb 9, 2023

6. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   50 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Feb 1, 2023

7. Linking profiles to funds- multiple links at a time

   59 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 31, 2023

8. Select Share Document [Yes/No] when uploading a file

   25 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 20, 2023

9. Profile Types & Permissions

   19 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 28, 2022

10. Add Profile Fund Category to Fund Advisor Fund Custom Report

    37 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 29, 2022

11. Recurring Alerts on Home Menu

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    104 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Aug 24, 2022

12. Docusign Integration

    152 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie shared this idea  ·  May 26, 2022

13. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
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    Julie commented  ·  May 5, 2022  ·  Edit…  ·  Delete…

    Yes please, same with subgroups

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    Julie supported this idea  ·  May 5, 2022

14. email - integration with Outlook

    91 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  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  ·  Apr 21, 2021