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25 results found

  1. opportunities

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  2. Deceased profiles linked to opportunities

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  3. Change profile on opportunity

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  4. Assign existing profile note to an opportunity

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  5. Ability to search for opportunities using global search and adding an opportunities search bar

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  6. Household opportunities should show on Individual profiles

    59 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  7. Opportunity should show on Fund Profile

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  8. Opportunity bulk import improvement

    35 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  9. The Ability to Toggle Public Facing Contact Information for Fund Stewards

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Curtis Shifflett commented  · 

    Good idea! This will help us limit phishing attacks while also making sure our donors who are viewing their funds have ready access to direct contact information.

    Curtis Shifflett supported this idea  · 

  10. Opportunity Pop Up Notification

    28 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  11. Opportunity Task Workflow

    44 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  12. Change Fund Group at a Point in Time

    91 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Curtis Shifflett commented  · 

    We continue to have issues with this. Any chance this will get another look? Group and subgroup would be great.

    Curtis Shifflett supported this idea  · 

  13. Fund statements: Need school name in Grantee section

    148 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Curtis Shifflett supported this idea  · 

  14. Log for Online Grant Requests Before Creating the Grant

    33 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Curtis Shifflett commented  · 

    Can we also include the user name if a staff person is using a proxy login? Currently, it shows that the donor is making the request. There are times when the donor asks us during a meeting to enter the grant but they are not, in fact, entering the grant, a staff person is.

    Curtis Shifflett supported this idea  · 

  15. Opportunity Tasks Notes Need to Show Up on the Fund

    34 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  16. Make Opportunity Type Inactive

    28 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  17. notes by date

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  18. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  19. Donor Contact

    23 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Curtis Shifflett supported this idea  · 

  20. Sandbox Permissions

    26 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Curtis Shifflett supported this idea  · 
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