Settings and activity

23 results found

1. 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

2. 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

3. pbassil@cfpbmc.org

   11 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

4. 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

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

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   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tim supported this idea  ·  Jun 25, 2025

6. 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

7. 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

8. 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

9. 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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   Tim supported this idea  ·  Mar 7, 2025

10. 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

11. 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

12. 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

13. 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

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

    20 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

15. 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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16. 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

    
    

    Tim supported this idea  ·  Jan 7, 2025

17. Link opportunity to a pledge

    27 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Dec 17, 2024

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

    57 votes

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

19. 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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    Tim supported this idea  ·  Oct 30, 2024

20. Reports: Freeze the column headers

    55 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Oct 30, 2024