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Settings and activity

199 results found

  1. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 

  2. Link internal grant to opportunity

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michelle Schneider supported this idea  · 

  3. Campaigns Without Tickets for Online Donations

    75 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider commented  · 

    We also have some Fiscal Sponsors who need to track donations to specific campaigns. This would be very useful for that purpose.

    Michelle Schneider supported this idea  · 

  4. System Data - Content: enable html for grant_letter_email_body

    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michelle Schneider supported this idea  · 

  5. 990 tax class

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michelle Schneider supported this idea  · 

  6. View Grantee Address While Creating the Grant

    24 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Michelle Schneider supported this idea  · 

  7. Link Tasks to the Stages in Opportunities

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Michelle Schneider supported this idea  · 

  8. salutation/mailing label auto fill

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 

  9. Blank Tabs grayed out or different color

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 

  10. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Michelle Schneider supported this idea  · 

  11. tax receipts downloaded in word

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Michelle Schneider supported this idea  · 

  12. Option for household changes to populate individual profiles linked to household

    27 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 

  13. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    15 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider commented  · 

    Same for us.

    What would be even better is if every site could decide what options appear under each tab. For our organization, we want to see fewer tabs. We miss not being able to see the full view of a profile. We prefer scrolling over clicking!

    Michelle Schneider supported this idea  · 

  14. Remove Profile button from donor portal login page

    3 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Michelle Schneider supported this idea  · 

  15. Profile changes (ex: name, address) should not update historical information.

    48 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 

  16. Add # of Gifts field to Profile reports

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 

  17. Add back Campaign Profile Filters!

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  18. profile search

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider commented  · 

    Agree wholeheartedly. Before the recent profile search option changes, this is how searching by email used to work. As someone responsible for maintaining our profile data, It was so much more convenient to have a list to work against - opening each one in a new tab to actually make the changes necessary.

    For example, when a company changes it's email domain, you must enter the criteria in the search bar, open and edit the profile, then return to the search page, enter the criteria in the search bar again, open and edit the profile, etc.

    Michelle Schneider supported this idea  · 

  19. Profile Merge should include all fields

    81 votes

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    5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider shared this idea  · 

  20. new profile

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Michelle Schneider supported this idea  · 
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