Settings and activity

19 results found

1. Grant Approver: Easier way to create new approver

   33 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

   14 votes

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   Proposed Idea  ·  8 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.

   16 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

   19 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. Log Report: Add hyperlink to profiles

   9 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  ·  Jan 17, 2025

8. 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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   Elizabeth Pritchard supported this idea  ·  Oct 29, 2024

9. 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

10. default text in content

    20 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

11. aallieri@cfpbmc.org

    10 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

12. 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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    Elizabeth Pritchard supported this idea  ·  Aug 19, 2024

13. 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

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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    An error occurred while saving the comment
    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

15. guest email

    15 votes

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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

16. 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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    Elizabeth Pritchard supported this idea  ·  Dec 13, 2023

17. 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

    
    

    Elizabeth Pritchard supported this idea  ·  Mar 22, 2023

18. 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

    
    

    Elizabeth Pritchard supported this idea  ·  Mar 22, 2023

19. Indicate required fields with an asterisk

    90 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