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Settings and activity

143 results found

  1. Multiple Email Options for Communications

    35 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michelle Schneider supported this idea  · 

  2. Grant Approver: Easier way to create new approver

    34 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michelle Schneider supported this idea  · 

  3. Tributes sent - should be in the logs for the profile receiving the notification

    8 votes

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

  4. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michelle Schneider supported this idea  · 
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    Michelle Schneider commented  · 

    It would be helpful to include the tribute name in the email that is sent to a Fund Advisor when a donation is made to their fund.

    Specifically, we would like to see the same information that is listed in the cart on the donation portal. When someone makes a donation and includes tribute details, in the cart, you show the following information:

    "Donation to fund :: (fund name)
    Tribute: In Memory/Honor of (tribute name) / Notify: (notify name)"

    This would ease a great deal of the processing we currently do to provide this tribute information to fund advisors.

  5. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michelle Schneider supported this idea  · 

  6. Organization's name in event ticket

    60 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  7. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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

  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  ·  Admin →
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    Michelle Schneider supported this idea  · 

  9. Event campaigns - adding fund advisor ability to view in portal

    12 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Michelle Schneider supported this idea  · 

  10. Add to Calendar on Emailed Event Receipt and/or Event page

    66 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

  11. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Michelle Schneider supported this idea  · 

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

    34 votes

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    10 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Michelle Schneider commented  · 

    Love this idea!

    Michelle Schneider supported this idea  · 

  13. Ability to Change Non-Notify Tribute Details

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,


    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


    If you have any questions, issues or concerns please let us know!


    Thank you

    Michelle Schneider shared this idea  · 

  14. QR Code generated for online tickets sold for fundraising events & check in capabilities

    33 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Michelle Schneider supported this idea  · 

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

    37 votes

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

  16. Custom Reports: Opportunity Tasks & Notes

    111 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michelle Schneider supported this idea  · 

  17. Link Tasks to the Stages in Opportunities

    33 votes

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

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

    28 votes

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    6 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  · 

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

    53 votes

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

  20. Add # of Gifts field to Profile reports

    44 votes

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