Settings and activity

17 results found

1. 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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   Tim supported this idea  ·  May 22, 2025

2. 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

3. 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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   Tim supported this idea  ·  Feb 24, 2025

4. 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

5. 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

6. 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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   Tim supported this idea  ·  Jan 29, 2025

7. 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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   Tim supported this idea  ·  Jan 21, 2025

8. 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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9. 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

10. 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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    Tim supported this idea  ·  Dec 17, 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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    Tim 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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    Tim supported this idea  ·  Oct 30, 2024

13. 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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    Tim 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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    Tim supported this idea  ·  Oct 15, 2024

15. 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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    Tim supported this idea  ·  Oct 8, 2024

16. Profile: Add Sort Key field

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Tim commented  ·  Aug 7, 2024  ·  Edit…  ·  Delete…

    Please add field sort key

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    Tim supported this idea  ·  Aug 7, 2024

17. 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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    Tim supported this idea  ·  Jul 13, 2024
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    Tim commented  ·  Jul 13, 2024  ·  Edit…  ·  Delete…

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