Settings and activity

20 results found

1. Reports: Add county field to profile reports/filters

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Oct 29, 2024

2. 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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   Stacey Bell supported this idea  ·  Oct 29, 2024

3. Portal: update breadcrumbs when tab names are changed

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Oct 15, 2024

4. aallieri@cfpbmc.org

   10 votes

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

5. Fiscal Sponsorships/Sponsored Orgs

   31 votes

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   5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Stacey Bell supported this idea  ·  Oct 8, 2024

6. Promise and Event Tickets

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Sep 28, 2024

7. 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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   Stacey Bell supported this idea  ·  Aug 16, 2024

8. Reports: Freeze the column headers

   55 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  Jun 23, 2024

9. Ability to Add Custom Fields to the Edit Menu for Designations

   13 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Stacey Bell supported this idea  ·  May 26, 2024

10. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  May 8, 2024

11. Grant Approver: Easier way to create new approver

    34 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  May 7, 2024

12. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  Mar 18, 2024

13. Advisor Household label field in grant template

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  Mar 13, 2024

14. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  Mar 2, 2024

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

    113 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  Feb 23, 2024

16. General Ledger Search- From>To Accounts

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Stacey Bell supported this idea  ·  Jan 26, 2024

17. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

    29 votes

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    12 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Stacey Bell supported this idea  ·  Jun 22, 2023

18. Tasks viewable to everyone who opens a profile

    32 votes

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    8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Stacey Bell supported this idea  ·  May 31, 2023

19. Notification for Approval Requester

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Stacey Bell supported this idea  ·  May 12, 2023

20. Admin Fee Edit

    36 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Stacey Bell supported this idea  ·  Mar 22, 2023