Settings and activity

71 results found

1. Bio field on primary profile page

   5 votes

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   6 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

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

   10 votes

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   0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Feb 20, 2025

3. aallieri@cfpbmc.org

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Feb 6, 2025

4. Portal: Increase character limit on fund name box

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Feb 3, 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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   Paulette Bassil supported this idea  ·  Feb 3, 2025

6. aallieri@cfpbmc.org

   4 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

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

   9 votes

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   1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jan 29, 2025

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

   16 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jan 21, 2025

9. Log Report: Add hyperlink to profiles

   8 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

10. Giving Hub: Donation Footer wrapping mid word

    7 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    This content area accepts html, so inserting a hard break in the text would solve this problem today. The code for a break is <br>.

    Paulette Bassil supported this idea  ·  Dec 20, 2024

11. Favorite Custom Reports

    49 votes

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

    
    

    Paulette Bassil supported this idea  ·  Nov 25, 2024

12. default text in content

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Nov 22, 2024

13. email - integration with Outlook

    83 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Nov 8, 2024

14. Opportunity Pop Up Notification

    •  

    27 votes

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

    
    

    Paulette Bassil supported this idea  ·  Nov 8, 2024

15. Ability to edit Profile Fund Link categories versus deleting and relinking

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Nov 6, 2024

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

    13 votes

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

17. Reports: Add county field to profile reports/filters

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Oct 29, 2024

18. Portal: update breadcrumbs when tab names are changed

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Oct 16, 2024

19. Portal: Include advised donations in "My Donations" tab

    21 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Oct 16, 2024

20. aallieri@cfpbmc.org

    9 votes

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