Settings and activity

62 results found

1. pbassil@cfpbmc.org

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Jul 25, 2025

2. Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jul 17, 2025

3. Two individuals from the household are listed together in a single row

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   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Jun 25, 2025

4. Donor Rollup Report: Date of Last Gift

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jun 20, 2025

5. LYBUNT

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jun 20, 2025

6. Fundraising Campaign - Goal Thermometer

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   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Jun 16, 2025

7. Mark a couple of note types as sticky ones

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Jun 16, 2025

8. Birthday/Anniversay alerts

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   You could create a report with a relative date filter that is sent to your email. That might help with this request!

   Paulette Bassil supported this idea  ·  Jun 16, 2025

9. Expand capability of "add note to CSuite" Outlook integration

   76 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jun 13, 2025

10. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jun 4, 2025

11. aallieri@cfpbmc.org

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jun 2, 2025

12. Link opportunity to a pledge

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Paulette Bassil commented  ·  Mar 10, 2025  ·  Edit…  ·  Delete…

    It would be great if the opportunity balance reflected the difference between the solicited amount and the pledge amount. I had to leave a note explaining why the balance still shows the solicited amount even after linking the pledge.

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    Paulette Bassil supported this idea  ·  Mar 13, 2024

13. 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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    Paulette Bassil supported this idea  ·  Mar 7, 2025

14. Bio field on primary profile page

    15 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil commented  ·  Feb 20, 2025  ·  Edit…  ·  Delete…

    It would be beneficial!

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    Paulette Bassil supported this idea  ·  Feb 20, 2025

15. 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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    Paulette Bassil supported this idea  ·  Feb 20, 2025

16. 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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    Paulette Bassil supported this idea  ·  Feb 3, 2025

17. aallieri@cfpbmc.org

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jan 31, 2025

18. Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jan 29, 2025

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

    20 votes

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

20. Log Report: Add hyperlink to profiles

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jan 21, 2025