Settings and activity

72 results found

1. 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

2. Bio field on primary profile page

   19 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

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

   64 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

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

    15 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Campaigns: Option to add all or primary emails to report

    18 votes

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

18. Reports: Freeze the column headers

    57 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 25, 2024

19. Ability to Add Custom Fields to the Edit Menu for Designations

    13 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 22, 2024

20. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Paulette Bassil supported this idea  ·  May 8, 2024