Settings and activity

107 results found

1. Hide Inactive Org Role and Profile Link or Reorganize Structure to make easier to read

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

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   3 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

   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

5. Profile Duplicates- Lower Percentage Match

   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

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. Add Salutation as a Required Field to Checkout

   32 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

8. 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

9. profiles: display relationship and engagement tab numbers

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   70 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

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

    17 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

11. 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

12. 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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    Proposed Idea  ·  Skye Weber responded
    Amy Staufenberg supported this idea  ·  Oct 10, 2024

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

    10 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

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

    14 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

15. 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

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

    12 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

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

    43 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Sep 23, 2024

18. FA Donation notifications should include tribute information

    82 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

19. Reporting for multiple objects at once

    23 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Aug 8, 2024

20. batch charity check

    48 votes

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    Under Consideration  ·  18 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Amy Staufenberg supported this idea  ·  Jul 2, 2024