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7 results found

  1. Fund Imports: Giving Hub

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Sidney Suttles supported this idea  · 

  2. Opportunity bulk import improvement

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sidney Suttles commented  · 

    Being such a large community foundation, we must have more bulk-friendly functionality in opportunities. Otherwise, the tool becomes difficult for our team to use effectively.

    Sidney Suttles supported this idea  · 

  3. Custom Reports: Opportunity Tasks & Notes

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Sidney Suttles supported this idea  · 

  4. Link one note to multiple profiles or funds

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Sidney Suttles supported this idea  · 

  5. Link Tasks to the Stages in Opportunities

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sidney Suttles supported this idea  · 

  6. Opportunity Task Workflow

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Sidney Suttles commented  · 

    If these could be preset when we build an opportunity to correspond with the appropriate stage, that would be wonderful!

    Sidney Suttles supported this idea  · 

  7. Login As --Removes user's existing login

    78 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Sidney Suttles supported this idea  ·