Settings and activity

13 results found

1. Grant Approver: Easier way to create new approver

   35 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Mar 14, 2025

2. Add option to bulk delete emails and phone #'s from specific type of profile

   6 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 7, 2025

3. Bio field on primary profile page

   19 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Feb 20, 2025

4. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Feb 20, 2025

5. Show 'private' funds in the Foundation Fund search dropdown when in the advisor portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Feb 4, 2025

6. Abandoned Cart Email: Option to select who to send email to

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Jan 21, 2025

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

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Oct 29, 2024

8. 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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   Elizabeth Pritchard commented  ·  Oct 29, 2024  ·  Edit…  ·  Delete…

   This is absolutely critical.

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   Elizabeth Pritchard supported this idea  ·  Oct 29, 2024

9. default text in content

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Elizabeth Pritchard supported this idea  ·  Oct 17, 2024

10. aallieri@cfpbmc.org

    11 votes

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

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

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Elizabeth Pritchard supported this idea  ·  Aug 19, 2024

12. 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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    Elizabeth Pritchard supported this idea  ·  May 22, 2024

13. Indicate required fields with an asterisk

    113 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Elizabeth Pritchard supported this idea  ·  Mar 22, 2023