Settings and activity

281 results found

1. Custom Field Groups to organize custom fields

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

2. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

   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  ·  Nov 14, 2024

3. Reports: Add ability to filter on multiple primary cities

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

4. Return to PROFILE instead of campaign when deleting from campaign

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

5. Develop Login Report that also shows Profiles logging in with PIN

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

6. Add Salutation as a Required Field to Checkout

   23 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  ·  Nov 14, 2024

7. Ability to edit Profile Fund Link categories versus deleting and relinking

   47 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

8. Donor Portal Financials - Only Allow Reporting on Closed Periods

   99 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

9. New portal for fund advisors - please mark on the profile card which one is the advisor

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Madison Leighty supported this idea  ·  Nov 14, 2024

10. Personalization of "Make A Donation" button - to display FA's fund only

    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  ·  Nov 14, 2024

11. Ability to search for opportunities using global search and adding an opportunities search bar

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Nov 14, 2024

12. Opportunity bulk import improvement

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Nov 14, 2024

13. Tribute Donation_letter Template Fields - add lowercase or name only options

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Nov 14, 2024

14. Public Securities: Add back preview button on sale

    5 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  ·  Nov 14, 2024

15. Allow option to update/not update synced profile fields between GLM and CSuite

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Nov 14, 2024

16. Candid/GuideStar Grants Report

    • 

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Nov 7, 2024

17. Edit Profile Payments

    21 votes

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

    
    

    Madison Leighty supported this idea  ·  Oct 29, 2024

18. portal style

    19 votes

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    1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Request #2 and #3 are complete. There is a content block that can be customized in Portal Options: Portal Options>Portal Content>Profile tab>portal_profile_header. The option to logout has been moved to the top menu next to change profile.

    
    

    Madison Leighty supported this idea  ·  Oct 22, 2024

19. aallieri@cfpbmc.org

    10 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 22, 2024

20. Automatically Populate Grantee Contact on Internal Grants

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Madison Leighty supported this idea  ·  Oct 22, 2024