Settings and activity

52 results found

1. Alerts

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

2. Accessing note types via Notes section

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

3. Birthday/Anniversay alerts

   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   You could create a report with a relative date filter that is sent to your email. That might help with this request!

   EmilyFisher supported this idea  ·  Feb 27, 2025

4. Add Meeting Information to Task

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

5. Expand Outlook Integration for reading notes & profile details

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

6. Capacity to tag additional profiles in notes

   18 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

7. 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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   EmilyFisher supported this idea  ·  Feb 27, 2025

8. All in One Master Report

   18 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

9. 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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   EmilyFisher supported this idea  ·  Feb 27, 2025

10. Unwanted Updates to Bank Reconcile

    31 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

11. Ability to Build Custom Financial Statements in the Reports Section

    26 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

12. Visual Presentations Using Charts (with GL data)

    13 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

13. Financial Package

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

14. Foundant for Outlook add-in: add date to note

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

15. default text in content

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

16. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

17. Custom Field on Notes

    37 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

18. 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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    EmilyFisher supported this idea  ·  Feb 27, 2025

19. Include attachments from emails when using the new Outlook Integration.

    20 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

20. Bio field on primary profile page

    13 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025