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Settings and activity

10 results found

  1. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    28 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Matt Lewis supported this idea  · 
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    Matt Lewis commented  · 

    Agree. It would be nice to see Engagement highlighted or add a (count) indicator to let a viewer of profiles to see that an opportunity exists on a profile. Currently, we have to add a sticky alert note as a separate task to alert staff to "opportunities.

  2. opportunities

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Matt Lewis supported this idea  · 

  3. % Probability Field within Opportunities

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Matt Lewis supported this idea  · 

  4. Fund Advisor Emails: Employee Names

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Matt Lewis supported this idea  · 

  5. Make PDF Names customizable

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Matt Lewis supported this idea  · 

  6. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Matt Lewis supported this idea  · 

  7. Formatting for "Amount" fields in all Content areas

    89 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Matt Lewis supported this idea  · 

  8. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    82 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Matt Lewis supported this idea  · 

  9. Portal: ACH Option

    119 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Matt Lewis supported this idea  · 

  10. Login As --Removes user's existing login

    247 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Matt Lewis supported this idea  ·