Settings and activity

29 results found

1. aallieri@cfpbmc.org

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Nov 20, 2025

2. Custom Field Type - number option

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Nov 10, 2025

3. Grants request through the Portal that exceed the fund balance and available cash.

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Nov 6, 2025

4. aallieri@cfpbmc.org

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Nov 5, 2025

5. aallieri@cfpbmc.org

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Oct 15, 2025

6. aallieri@cfpbmc.org

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Sep 25, 2025

7. pbassil@cfpbmc.org

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Aug 11, 2025

8. aallieri@cfpbmc.org

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Aug 7, 2025

9. pbassil@cfpbmc.org

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Aug 4, 2025

10. Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Jul 1, 2025

11. Two individuals from the household are listed together in a single row

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    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Jun 25, 2025

12. aallieri@cfpbmc.org

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Jun 18, 2025

13. Mark a couple of note types as sticky ones

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Jun 16, 2025

14. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Jun 3, 2025

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

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

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

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Feb 24, 2025

17. Show 'private' funds in the Foundation Fund search dropdown when in the advisor portal

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Feb 3, 2025

18. aallieri@cfpbmc.org

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Jan 31, 2025

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

    15 votes

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

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

    21 votes

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