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12 results found

  1. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Leah Kopperman supported this idea  · 

  2. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Leah Kopperman supported this idea  · 

  3. Fields available for Bulk Update/Import/Delete on Records

    14 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Leah Kopperman commented  · 

    In addition to Profile, Gift Grant, Fund, etc. suggested by the original poster, I want to explicitly add Campaign Members. This is really needed, for example, to bulk update the RSVP status to "Yes".

    But really, bulk update should be available for every standard field in every standard object.

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    Leah Kopperman commented  · 

    This idea has been "Proposed" for over a year. Any chance it will be considered soon?

    Leah Kopperman supported this idea  · 

  4. Bulk Update Address - Do Not Mail

    22 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Leah Kopperman commented  · 

    This idea has been "proposed" for over a year. It's pretty crucial for people to be able to manage their marketing and communications.

    You should be able to bulk update "Do Not Mail" "Do Not Email" and "Do Not Phone". Really you should be able to bulk update any standard field on any object, but I'd settle for the three "Do Not" marketing fields.

    Leah Kopperman supported this idea  · 

  5. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Leah Kopperman shared this idea  · 

  6. If Then logic custom reports

    17 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Leah Kopperman supported this idea  · 

  7. Add # of Gifts field to Profile reports

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Leah Kopperman supported this idea  · 

  8. Cumulative donation field option for custom reporting

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Leah Kopperman supported this idea  · 

  9. AP voucher line order should stay in order of entry

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Leah Kopperman supported this idea  · 

  10. Rich text in content please

    12 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Leah Kopperman supported this idea  · 

  11. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Leah Kopperman supported this idea  · 

  12. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Leah Kopperman supported this idea  ·