Settings and activity

76 results found

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

   98 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Jun 13, 2025

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

   10 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

3. aallieri@cfpbmc.org

   7 votes

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

4. Link opportunity to a pledge

   28 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

5. 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

6. Bio field on primary profile page

   20 votes

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   Proposed Idea  ·  9 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. email - integration with Outlook

    89 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Nov 8, 2024

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

    63 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

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

    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  ·  Oct 29, 2024

15. 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

16. aallieri@cfpbmc.org

    11 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

17. Bring back the option for archived campaign to show on a profile!

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Paulette Bassil supported this idea  ·  Oct 7, 2024

18. Improve Functionality of Adding Profiles to a Campaign

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    17 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 7, 2024

19. Organization's name in event ticket

    61 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Oct 7, 2024

20. Promise and Event Tickets

    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  ·  Sep 27, 2024