Settings and activity

72 results found

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

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Apr 12, 2024

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

   24 votes

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

3. Advisor Household label field in grant template

   14 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  ·  Mar 13, 2024

4. Link opportunity to a pledge

   16 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  Mar 13, 2024

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

   12 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  ·  Mar 1, 2024

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

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Paulette Bassil shared this idea  ·  Mar 1, 2024

7. Be able to update RSVPs in bulk

   25 votes

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

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

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

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

   102 votes

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

10. Search option for online purchases

    12 votes

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

11. 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  ·  Feb 20, 2024

12. 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  ·  Feb 19, 2024

13. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Feb 19, 2024

14. Receiving a notification for guest's name updates

    10 votes

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

15. guest email

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil shared this idea  ·  Jan 30, 2024

16. Tickets without Guest Information

    11 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Paulette Bassil supported this idea  ·  Jan 16, 2024

17. Ticket Purchaser & Guests In One Spot

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jul 28, 2023

18. Event Ticket Receipt - Guest Information Fields

    23 votes

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    5 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Paulette Bassil supported this idea  ·  Jul 25, 2023

19. Automated Workflows for Donor Stewardship

    21 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jul 21, 2023

20. Filter by TOTAL Donations in Donor Report

    22 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  ·  Jul 10, 2023