Settings and activity

17 results found

1. Donations Report Fields: Opportunity Id and Opportunity Assigned Name

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Apr 12, 2024

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

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard commented  ·  Mar 1, 2024  ·  Edit…  ·  Delete…

   The way it is now, it compromises the integrity of the database.

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   Elizabeth Pritchard supported this idea  ·  Mar 1, 2024

3. Adding an additional column for Registration beside RSVP and Attended

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard commented  ·  Mar 1, 2024  ·  Edit…  ·  Delete…

   Just finishing a 600+ person annual luncheon event and this would have been great for pre and post reporting and tracking.

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   Elizabeth Pritchard supported this idea  ·  Mar 1, 2024

4. In Campaigns, allow for bulk deleting of profiles that do not have rsvp 'yes'

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Feb 29, 2024

5. Add option to 'set notify' in custom reports

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Feb 20, 2024

6. Pledge Reminder Primary contact full name

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Feb 19, 2024

7. guest email

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard commented  ·  Jan 30, 2024  ·  Edit…  ·  Delete…

   Ideally, the field could be toggled on or off as mandatory!

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   Elizabeth Pritchard supported this idea  ·  Jan 30, 2024

8. Add "Salutation" and "Suffix" FIelds to Donation Import Template

   11 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Dec 13, 2023

9. 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  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Nov 29, 2023

10. 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  ·  Delete…  ·  Admin →
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    Elizabeth Pritchard supported this idea  ·  Nov 15, 2023

11. Fund statements

    129 votes

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    Proposed Idea  ·  15 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Elizabeth Pritchard supported this idea  ·  Aug 23, 2023

12. Event Ticket Receipt - Guest Information Fields

    23 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Elizabeth Pritchard supported this idea  ·  Jul 26, 2023

13. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Elizabeth Pritchard supported this idea  ·  May 22, 2023

14. Tasks viewable to everyone who opens a profile

    24 votes

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

    
    

    Elizabeth Pritchard supported this idea  ·  Mar 22, 2023

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

    16 votes

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

    
    

    Elizabeth Pritchard supported this idea  ·  Mar 22, 2023

16. Preferred Contact Profile Field

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    26 votes

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

    
    

    Elizabeth Pritchard supported this idea  ·  Mar 22, 2023

17. Profiles: required fields - visually display which fields

    30 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Elizabeth Pritchard supported this idea  ·  Mar 22, 2023