Settings and activity

305 results found

1. When copying a fund, provide an option to copy the templates

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 20, 2025

2. Better Notes layout in Reports - include carriage return

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 20, 2025

3. anonymous grant record details from portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 20, 2025

4. copying a grant

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 20, 2025

5. Assign Learning Center Courses to Specific Users

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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

6. 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

7. 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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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  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. task

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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

10. 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

    
    

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    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

11. Add search functionality to tasks

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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

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

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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

13. Downloading the Campaign Registration List for Event Check In

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025

14. Giving Hub - Customized Questions

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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

15. Campaign Profile Note

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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

16. 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

17. 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

18. bulk manage note and task types

    3 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  ·  May 14, 2025

19. Expand Reports for Opportunities

    6 votes

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

20. Show completed tasks in profiles

    17 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 14, 2025