Settings and activity

64 results found

1. Link opportunity to a pledge

   25 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

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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   Paulette Bassil supported this idea  ·  Mar 7, 2025

3. Bio field on primary profile page

   11 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

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

   13 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

5. Portal: Increase character limit on fund name box

   8 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

6. 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

7. aallieri@cfpbmc.org

   5 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

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

   12 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

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

   18 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

10. 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

11. Giving Hub: Donation Footer wrapping mid word

    8 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

12. 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

13. 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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    Paulette Bassil supported this idea  ·  Nov 22, 2024

14. email - integration with Outlook

    84 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

15. Opportunity Pop Up Notification

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    28 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

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

    39 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

17. 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

18. 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

19. Portal: update breadcrumbs when tab names are changed

    13 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

20. aallieri@cfpbmc.org

    10 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