Settings and activity

52 results found

1. Fund Advisor Log - Display User name in log for reset password - not Fund Advisor

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  April 29, 2024

2. API for CSUITE that works with PowerBI

   10 votes

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

   
   

   Paulette Bassil supported this idea  ·  April 12, 2024

3. Donations Report Fields: Opportunity Id and Opportunity Assigned Name

   6 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  ·  April 12, 2024

4. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  March 18, 2024

5. Advisor Household label field in grant template

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  March 13, 2024

6. Link opportunity to a pledge

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  March 13, 2024

7. Donor Report Vs Custom report

   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  ·  March 08, 2024

8. On Profiles Engagement tab, 'Add To Campaign' option, have the Campaign ID as the clickable link instead of End Date

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  March 04, 2024

9. Do Not Allow users with Donation Display permission to click [sent] or [clear] in the Tax Receipt field on a Donation record

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  March 01, 2024

10. Adding an additional column for Registration beside RSVP and Attended

    10 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil shared this idea  ·  March 01, 2024

11. Be able to update RSVPs in bulk

    23 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  February 29, 2024

12. Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  February 29, 2024

13. In Campaigns, allow for bulk deleting of profiles that do not have rsvp 'yes'

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  February 27, 2024

14. Last Donation Date does not reflect accurate last gift date

    83 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil commented  ·  February 23, 2024  ·  Edit…  ·  Delete…

    If the Rollup Advisor/Household feature is initiated, ensure that the first and last gift dates correspond to the advisor/household/Individual first and last gift dates.
    FYI - The first and last date were pulled from the donation section it has "household" member (ignoring the date that came from an individual donation).

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    Paulette Bassil supported this idea  ·  February 23, 2024

15. Search option for online purchases

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  February 21, 2024

16. Guest Information

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  February 20, 2024

17. Add option to 'set notify' in custom reports

    7 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  ·  February 20, 2024

18. Pledge Reminder Primary contact full name

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Paulette Bassil shared this idea  ·  February 19, 2024

19. Primary Contact Field in Reports

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  February 19, 2024

20. Receiving a notification for guest's name updates

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil shared this idea  ·  February 13, 2024