Settings and activity

6 results found

1. Link one note to multiple profiles or funds

   43 votes

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   5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Pam Dawkins supported this idea  ·  Jul 28, 2021

2. Make Opportunity Type Inactive

   28 votes

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   2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Pam Dawkins supported this idea  ·  Jul 28, 2021

3. Custom Reports: Opportunity Tasks & Notes

   75 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Pam Dawkins supported this idea  ·  Jul 28, 2021

4. Cumulative donation field option for custom reporting

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Pam Dawkins shared this idea  ·  Feb 1, 2021

5. export task notes

   13 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Pam Dawkins shared this idea  ·  Nov 25, 2020

6. salutation/mailing label auto fill

   24 votes

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   2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Pam Dawkins supported this idea  ·  Jun 10, 2020