Settings and activity

68 results found

1. Promise and Event Tickets

   8 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

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

   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  ·  Aug 16, 2024

3. Reports: Freeze the column headers

   55 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

4. 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

5. Add Fields to the Donation Import Template

   20 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 8, 2024

6. 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

7. Prevent Duplicate Fund Short Names

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 8, 2024

8. Flag Duplicate Addresses

   26 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 8, 2024

9. Add multiple payment types and banking information to profiles

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Paulette Bassil supported this idea  ·  May 8, 2024

10. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

11. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 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  ·  May 8, 2024

12. birthday - option to not include year

    114 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

13. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    39 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 8, 2024

14. Grant Approver: Easier way to create new approver

    34 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  May 6, 2024

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

    23 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

16. Advisor Household label field in grant template

    17 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

17. 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

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

    114 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    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

19. Primary Contact Field in Reports

    36 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Feb 19, 2024

20. Automated Workflows for Donor Stewardship

    24 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Paulette Bassil supported this idea  ·  Jul 21, 2023