Settings and activity

125 results found

1. Display Org Role detail (active, dates on profiles)

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   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

2. Make Linked Individuals Reportable

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

3. Add option to filter assigned tasks

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

4. All Bulk Update Files Consolidated into a Single Bulk Update File

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

5. Profile Duplicates- Lower Percentage Match

   9 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

6. Custom fields available to sync when merging profiles

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Jan 16, 2025

7. Deceased profiles linked to opportunities

   15 votes

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

   
   

   Amy Staufenberg supported this idea  ·  Nov 21, 2024

8. Add Salutation as a Required Field to Checkout

   27 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Amy Staufenberg shared this idea  ·  Nov 4, 2024

9. Dedupe by address and also by "similar" name.

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amy Staufenberg supported this idea  ·  Oct 28, 2024

10. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 28, 2024

11. Create new Campaign “Choose Profiles” option to “Add individuals not household profiles”

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 28, 2024

12. Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

13. GLM Admin upload of reports submitted via email

    20 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

14. Add payment instructions field to scholarships (Sship ID) that will show on check letters

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

15. Allow Foundation staff to hide an ACTIVE organization in the donor portal.

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

16. Automatically Populate Grantee Contact on Internal Grants

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Oct 10, 2024

17. Create Report that Combines Profiles default report, Profile Log fields and Logs fields

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg shared this idea  ·  Oct 8, 2024

18. Allow edits to password reset email for fund advisor portal

    39 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Sep 23, 2024

19. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 13, 2024

20. Reporting for multiple objects at once

    15 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 8, 2024