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  1. Profile Type descriptions

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Madison Leighty supported this idea  · 

  2. Allow Donor Addresses on Donations to be pulled for reports

    21 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Madison Leighty supported this idea  · 
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    Madison Leighty commented  · 

    Critical function. It makes no sense to me that some fields are available and some are unavailable for custom reporting. Please make ALL donation fields reportable -- and consider making this a standard practice system-wide.

  3. adding grantee name in template field list under {{#foreach check}}

    7 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Madison Leighty supported this idea  · 

  4. scholarship award letter

    7 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Madison Leighty supported this idea  · 

  5. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Madison Leighty supported this idea  · 

  6. Email Tax Receipt Preview

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Madison Leighty supported this idea  · 

  7. Add Report Name, Number, and Details on Export

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Madison Leighty supported this idea  · 

  8. Multiple Email Options for Communications

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Madison Leighty commented  · 

    We also struggle to manage varying communication preferences, especially as we'd like to do so without creating an unmanageable number of profile type codes. It would be great to classify profiles based on common donor preferences like "no solicitation," "no newsletter," or "no mass communications." We are committed both to our marketing strategy and to our donors' communications wishes, but it would be a lot easier to manage both of these priorities if there were some tools in our database for doing so.

    It would also be nice to see more communication options applicable to individual mailing addresses or email addresses e.g. newsletter address, statement address, mass mailing address (along the lines of the current Pay, Mail, and Primary options).

    Madison Leighty supported this idea  · 

  9. Relative Dates for Reports

    4 votes

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    3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Madison Leighty commented  · 

    Holly -- after seeing your message, I spent a couple of weeks testing out different reports and I believe this is now working properly.

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    Madison Leighty commented  · 

    This would be an enormous timesaver for those of us who regularly run several different reports.

    Madison Leighty supported this idea  · 

  10. Donor Report Vs Custom report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Madison Leighty supported this idea  · 

  11. Donation Portal- Suffix field mask

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Admin →
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    Madison Leighty supported this idea  · 

  12. When indicating 'Promise' in the Pledge/Promise record, do not require 'First Payment Date'

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Madison Leighty supported this idea  · 

  13. Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Madison Leighty supported this idea  · 

  14. Allow the 'Ref' field to be revised in Notes so a Note can be moved from one record to another

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Madison Leighty supported this idea  · 

  15. Sorting reports including both individual and household profiles

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Madison Leighty supported this idea  · 

  16. grant advisor on fund statement

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Madison Leighty supported this idea  · 

  17. Recognition Name Not Shown on the Fund Portal

    34 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Madison Leighty supported this idea  · 

  18. Tasks - custom report fields

    7 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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  19. Link fund to another fund

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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  20. When editing a Note, allow fund name to be removed

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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