Settings and activity

54 results found

1. Unique URLs to Easily Share Reports

   25 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Sep 25, 2024

2. Multiple Email Options for Communications

   36 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Sep 25, 2024

3. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   27 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded
   Liz Ackerson supported this idea  ·  Sep 25, 2024

4. 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  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded
   Liz Ackerson supported this idea  ·  Sep 25, 2024

5. Syncing a Csuite campaign into an already existing Mailchimp tag

   35 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Sep 25, 2024

6. board portal

   208 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Liz Ackerson supported this idea  ·  Sep 25, 2024

7. Reports: Freeze the column headers

   58 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Sep 25, 2024

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

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Aug 16, 2024

9. birthday - option to not include year

   118 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Aug 16, 2024

10. 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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    Liz Ackerson supported this idea  ·  Aug 16, 2024

11. Recurring Alerts on Home Menu

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    102 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Liz Ackerson supported this idea  ·  Aug 16, 2024

12. email - integration with Outlook

    88 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Liz Ackerson supported this idea  ·  Feb 14, 2024

13. Docusign Integration

    149 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Liz Ackerson supported this idea  ·  Feb 14, 2024

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

    33 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Liz Ackerson supported this idea  ·  Feb 14, 2024