Settings and activity

26 results found

1. aallieri@cfpbmc.org

   3 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  May 31, 2025

2. Show the donation advisor name

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  May 23, 2025

3. Add option to bulk delete emails and phone #'s from specific type of profile

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  Mar 7, 2025

4. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  Feb 5, 2025

5. Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  Jan 29, 2025

6. Abandoned Cart Email: Option to select who to send email to

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  Jan 21, 2025

7. Log Report: Add hyperlink to profiles

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  Jan 17, 2025

8. Custom Task Report should show ALL tasks, not just tasks entered within an Opportunity

   29 votes

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

   
   

   Marci Fazio supported this idea  ·  Jan 7, 2025

9. Link opportunity to a pledge

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  Dec 11, 2024

10. Favorite Custom Reports

    49 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Marci Fazio supported this idea  ·  Dec 4, 2024

11. Ability to edit Profile Fund Link categories versus deleting and relinking

    44 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Nov 6, 2024

12. Reports: Add ability to filter on multiple primary cities

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Oct 30, 2024

13. Reports: Add county field to profile reports/filters

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Oct 30, 2024

14. Portal: update breadcrumbs when tab names are changed

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Oct 15, 2024

15. aallieri@cfpbmc.org

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Oct 9, 2024

16. NPD: Add breadcrumb for navigation back from a category page

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Nonprofit Directory  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Oct 8, 2024

17. Promise and Event Tickets

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Sep 30, 2024

18. 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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    Marci Fazio supported this idea  ·  Aug 19, 2024

19. Reports: Freeze the column headers

    51 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  Jun 25, 2024

20. 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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    Marci Fazio supported this idea  ·  May 22, 2024