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9 results found

  1. Household opportunities should show on Individual profiles

    64 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mackenzie Brunson commented  · 

    It is so frustrating to have to go to three different profiles of a husband/wife/household to see if there is an opportunity. This would be great for our workflow and save us so much time.

    Mackenzie Brunson supported this idea  · 

  2. Add Proxy Information in System Log when Login As is used - Audit Purposes

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Mackenzie Brunson supported this idea  · 

  3. Allow for Nestled Opportunities

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mackenzie Brunson shared this idea  · 

  4. Link Tasks to the Stages in Opportunities

    33 votes

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    1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mackenzie Brunson supported this idea  · 

  5. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mackenzie Brunson supported this idea  · 

  6. Automatic Emails for Opportunities using Stages as Triggers

    14 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mackenzie Brunson supported this idea  · 

  7. birthday - option to not include year

    116 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mackenzie Brunson supported this idea  · 

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

    116 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mackenzie Brunson supported this idea  · 

  9. 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.

    Mackenzie Brunson supported this idea  ·