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Settings and activity

31 results found

  1. Assign existing profile note to an opportunity

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Wilson supported this idea  · 

  2. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Wilson supported this idea  · 

  3. Link opportunity to a pledge

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Wilson supported this idea  · 

  4. Opportunity should show on Fund Profile

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Wilson supported this idea  · 

  5. Household opportunities should show on Individual profiles

    62 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Wilson supported this idea  · 

  6. Allow donor to opt out of automatically generated tax receipt from online donation

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Emily Wilson supported this idea  · 

  7. Bring back the option for archived campaign to show on a profile!

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Emily Wilson supported this idea  · 

  8. birthday - option to not include year

    114 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Emily Wilson shared this idea  · 
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    Emily Wilson commented  · 

    Can we please have the option to select birthdays without a year or even a specific date?

    Sometimes we may know the Month and Year
    Other times, we may only know the Month and Day, but not a year.

    It is nice to capture this information for donor development

  9. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Emily Wilson supported this idea  · 

  10. Make Opportunity Type Inactive

    29 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Wilson supported this idea  · 

  11. Link Tasks to the Stages in Opportunities

    32 votes

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    1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Wilson supported this idea  · 
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