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Settings and activity

10 results found

  1. Recurring Alerts on Home Menu

    77 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jill Wright supported this idea  · 

  2. add a team member to fund steward

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jill Wright supported this idea  · 

  3. birthday - option to not include year

    90 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jill Wright supported this idea  · 

  4. Donor Portal Logout Page

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jill Wright supported this idea  · 

  5. Bulk Upload Ids for grant records

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jill Wright supported this idea  · 

  6. Syncing a Csuite campaign into an already existing Mailchimp tag

    25 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Jill Wright supported this idea  · 

  7. Add ability to link Opportunity to a Profile that served as a referral

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Jill Wright supported this idea  · 

  8. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jill Wright commented  · 

    This would be very helpful for donor engagement purposes.

    Jill Wright supported this idea  · 

  9. Custom Field permission by record type

    28 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jill Wright commented  · 

    Organizations can operate so much more efficiently with detailed security options. All or nothing options are too limiting. Top tier CRMs should offer great customization with this,

    Jill Wright supported this idea  · 

  10. Sandbox Permissions

    25 votes

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    4 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Jill Wright commented  · 

    This would be so helpful for new users and for our system admin.

    Jill Wright supported this idea  ·