Settings and activity

33 results found

1. Add an alert when a profile with a Nonprofit role is edited to check the Nonprofit profile.

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

2. GLM/SLM changes syncing with csuite profiles

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 14, 2024

3. 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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   Frannie Powers supported this idea  ·  Oct 14, 2024

4. Login As --Removes user's existing login

   239 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Oct 9, 2024

5. Donation/events check out page: remove option to donate/ register as organization

   3 votes

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

   You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.

   Frannie Powers supported this idea  ·  Aug 14, 2024

6. Portal: staff approval option for profile edits

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  Aug 14, 2024

7. salutation/mailing label auto fill

   23 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

   
   

   Frannie Powers supported this idea  ·  Jul 25, 2024

8. Multiple contacts for Organizations

   45 votes

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

   
   

   Frannie Powers supported this idea  ·  Jul 25, 2024

9. board portal

   204 votes

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

   
   

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   Frannie Powers commented  ·  Jul 24, 2024  ·  Edit…  ·  Delete…

   Please create a designation/tab for Board Members. We would like to have a way to connect with our Board members in ways other than email. We could share documents and we would love to be able to collect electronic votes. We currently do this via email, but would love to do this through the portal.

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   Frannie Powers commented  ·  Jul 24, 2024  ·  Edit…  ·  Delete…

   With the new Portal options it seems like a Board Member designation would be an easy addition.

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   Frannie Powers commented  ·  Jan 25, 2024  ·  Edit…  ·  Delete…

   We have been researching options for this. It would be great to be able to collect electronic votes.

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   Frannie Powers supported this idea  ·  Jan 25, 2024

10. birthday - option to not include year

    115 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  Feb 6, 2024

11. Batch attach file to grant

    21 votes

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

    
    

    Frannie Powers supported this idea  ·  Jan 23, 2024

12. bulk upload

    21 votes

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

    
    

    Frannie Powers supported this idea  ·  Jan 23, 2024

13. Tribute bucket shows number of tributes needing to be sent in parentheses

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    34 votes

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

    
    

    Frannie Powers supported this idea  ·  Dec 15, 2023