Settings and activity

61 results found

1. 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

2. LYBUNT

   3 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  ·  Jun 20, 2025

3. Fundraising Campaign - Goal Thermometer

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   21 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

4. Mark a couple of note types as sticky ones

   4 votes

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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

5. 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

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

   90 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jun 13, 2025

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

   8 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  ·  Jun 4, 2025

8. aallieri@cfpbmc.org

   7 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Paulette Bassil supported this idea  ·  Jun 2, 2025

9. Link opportunity to a pledge

   27 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

10. 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

11. Bio field on primary profile page

    19 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

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

    15 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

13. 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

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

    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  ·  Jan 29, 2025

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

    21 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

16. default text in content

    21 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

17. email - integration with Outlook

    88 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

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

    62 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Nov 6, 2024

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

    14 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

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

    8 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