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10 results found

  1. Grant Notifications for Internal Grants

    52 votes

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    8 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Cathie Wier commented  · 

    We are running into issues where DAF holders are giving to Field of Interest funds and those fund advisors are not being notified. Often these are rather large grants too.

    Cathie Wier supported this idea  · 

  2. Opportunity Pop Up Notification

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Cathie Wier supported this idea  · 

  3. Tribute bucket shows number of tributes needing to be sent in parentheses

    31 votes

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    9 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Cathie Wier supported this idea  · 

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

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Cathie Wier supported this idea  · 

  5. Docusign Integration

    130 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Cathie Wier supported this idea  · 

  6. Cumulative donation field option for custom reporting

    20 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Cathie Wier supported this idea  · 

  7. Filter by custom field

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Cathie Wier shared this idea  · 

  8. export task notes

    13 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Cathie Wier supported this idea  · 

  9. Make Opportunity Type Inactive

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Cathie Wier supported this idea  · 

  10. Custom Reports: Opportunity Tasks & Notes

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Cathie Wier supported this idea  · 
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    Cathie Wier commented  · 

    Yes!! We are pushing the use of opportunities and opportunity tasks right now. One report instead of three + Excel look-up tables would be much appreciated.