Settings and activity

340 results found

1. Assign Learning Center Courses to Specific Users

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 20, 2025

2. Calendar View in CommunitySuite

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 14, 2025

3. Add option to filter assigned tasks

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 14, 2025

4. On Home Page left column display Recent Items like in Salesforce, a view of recently viewed records (top 10 of anything with a unique id)

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   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 14, 2025

5. Link Tasks to the Stages in Opportunities

   33 votes

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

   
   

   Lorna Sandberg supported this idea  ·  Jun 14, 2025

6. Make tasks viewable to all when in a profile or household

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 14, 2025

7. add tasks to dashboard

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 14, 2025

8. When completing a recurring task, provide option to add a note

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 14, 2025

9. Assigning task to yourself & Outlook event

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 14, 2025

10. task

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg shared this idea  ·  Jun 14, 2025

11. Task Email Reminder to include task description

    14 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Jun 14, 2025

12. Custom Field in Tasks

    20 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

    
    

    An error occurred while saving the comment
    Lorna Sandberg commented  ·  Jun 13, 2025  ·  Edit…  ·  Delete…

    We also thought about using custom tasks to track time (anticipated time to complete and actual time to complete), or other related KPI's associate a task. Custom fields would be great for this!

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    Lorna Sandberg supported this idea  ·  Jun 13, 2025

13. Add search functionality to tasks

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 11, 2025

14. Tasks viewable to everyone who opens a profile

    31 votes

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

    
    

    An error occurred while saving the comment
    Lorna Sandberg commented  ·  Jun 11, 2025  ·  Edit…  ·  Delete…

    I'd like to be able to see future tasks, as well. Not just the ones that are due right now.

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    Lorna Sandberg supported this idea  ·  Jun 11, 2025

15. Reinstate "show all fund advisors" on portal fund summary page

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025

16. Downloading the Campaign Registration List for Event Check In

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025

17. Giving Hub - Customized Questions

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025

18. Campaign Profile Note

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025

19. Rename "Sponsored Org"

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    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025

20. Keep Affiliate Events Separate from Main Giving Hub

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Affiliate/Supporting Orgs  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025