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41 results found

  1. Add back Campaign Profile Filters!

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

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

    20 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.

    Mary Ellen Cenzalli supported this idea  · 

  3. 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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    Mary Ellen Cenzalli supported this idea  · 

  4. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Mary Ellen Cenzalli commented  · 

    Agree, there is no way to even edit on the fly. I would love for them to be exported to Word!

    Mary Ellen Cenzalli supported this idea  · 

  5. 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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    Mary Ellen Cenzalli supported this idea  · 

  6. profiles: display relationship and engagement tab numbers

    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  7. new profile

    28 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 
    Mary Ellen Cenzalli shared this idea  · 

  8. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  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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    Mary Ellen Cenzalli supported this idea  · 

  10. Add # of Gifts field to Profile reports

    43 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  11. Favorite Custom Reports

    49 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  12. Household opportunities should show on Individual profiles

    63 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  13. Last Donation Date does not reflect accurate last gift date

    114 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  14. Combine credit card fees with the donation amount

    119 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Mary Ellen Cenzalli supported this idea  · 

  15. Credit card acknowledgement tax receipt for events

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  16. Automated Workflows for Donor Stewardship

    24 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  17. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  18. Add campaign categories as a filter and field in custom reports

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  19. New hire training videos that I could assign upon hire

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 

  20. Docusign Integration

    143 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Mary Ellen Cenzalli supported this idea  · 
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