Settings and activity

33 results found

1. 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

2. 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

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

   10 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

4. 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

5. 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

6. 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

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

   17 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

8. 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

9. Link opportunity to a pledge

   28 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

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

    64 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Nov 6, 2024

11. Reports: Add ability to filter on multiple primary cities

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Tim supported this idea  ·  Oct 30, 2024

12. Reports: Freeze the column headers

    59 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

13. 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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