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31 results found

  1. 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  ·  Admin →
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    Tim supported this idea  · 

  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  ·  Admin →
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  3. 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  ·  Admin →
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  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  ·  Admin →
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  5. 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  ·  Admin →
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  6. 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  ·  Admin →
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    Tim supported this idea  · 

  7. Link opportunity to a pledge

    28 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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  8. Ability to edit Profile Fund Link categories versus deleting and relinking

    64 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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  9. Reports: Add ability to filter on multiple primary cities

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tim supported this idea  · 

  10. Reports: Freeze the column headers

    57 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Tim supported this idea  · 

  11. 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  ·  Admin →
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    Tim supported this idea  · 
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    Tim commented  · 

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