Settings and activity

257 results found

1. API for Constant Contact

   22 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

2. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

3. add a team member to fund steward

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

4. Custom Field on Notes

   37 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

5. 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  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

6. Campaigns: Option to add all or primary emails to report

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

7. add tasks to dashboard

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

8. New Portal: ability to select which Interest Types are shown

   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

9. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

   17 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Oct 9, 2024

10. Auto-Format Dates and Phone Numbers for Profile Imports and Bulk Updates

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

11. Ability to edit labels in WORD doc

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

12. Dedupe by address and also by "similar" name.

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

13. Improve Functionality of Adding Profiles to a Campaign

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    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

14. Add Meeting Information to Task

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

15. Include external people on tasks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

16. Field Commentary for Edit/Data Entry Modes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

17. Add "Primary" Fund Advisor as Reportable Field

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    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

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

    13 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024

19. Track Fund Milestone Anniversaries

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Madison Leighty commented  ·  Oct 9, 2024  ·  Edit…  ·  Delete…

    We do this process manually as well by pulling a custom report of all funds with an Open Date within a certain month and manually sorting down to significant/milestone years. It would be great to be able to self-select a more specific date range (e.g. Open Date during October 2023, October 2019, October 2014, etc.).

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    Madison Leighty supported this idea  ·  Oct 9, 2024

20. Grant Recognition Options

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 9, 2024