Settings and activity

24 results found

1. 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

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

   13 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

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

   12 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

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

   19 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Marci Fazio supported this idea  ·  Jan 21, 2025

5. 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

6. 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

7. Link opportunity to a pledge

   25 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

8. 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

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

   42 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

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

    13 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

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

    7 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Reports: Freeze the column headers

    49 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

18. 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

19. Add Fields to the Donation Import Template

    20 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  May 8, 2024

20. Grant Approver: Easier way to create new approver

    32 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Marci Fazio supported this idea  ·  May 6, 2024