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128 results found

  1. Favorite Custom Reports

    49 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Alex supported this idea  · 

  2. Allow bulk updates via data imports (csv with unique IDs)

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Alex supported this idea  · 

  3. Batch Donation Notify and Grant Notify Emails

    32 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  4. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Alex supported this idea  · 

  5. Fund Advisor Bulk Edits

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Alex supported this idea  · 

  6. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

    35 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Alex supported this idea  · 

  7. Multifund Invoices

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Alex supported this idea  · 

  8. fund balance on fund history page

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Alex supported this idea  · 

  9. Send or print grant letters in bulk, not just by check batch

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Alex supported this idea  · 

  10. Multiple Email Options for Communications

    29 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Alex supported this idea  · 

  11. FA Donation notifications should include tribute information

    74 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Alex supported this idea  · 

  12. Display default payment type when entering grant

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Alex supported this idea  · 

  13. board portal

    201 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Alex supported this idea  · 

  14. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Alex supported this idea  · 

  15. birthday - option to not include year

    114 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Alex supported this idea  · 

  16. Ticketed Events

    30 votes

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    2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Alex supported this idea  · 

  17. Add campaign categories as a filter and field in custom reports

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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  18. Bring back the option for archived campaign to show on a profile!

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

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    Alex commented  · 

    You can run a list to see the campaigns that are archived but you can't see the campaign on the profile view if you could toggle it on the profile view like you could in the campaigns view that would be perfect this would allow us to at a glance see the activities that are current and toggle for historical perspective when needed

  19. Last Donation Date does not reflect accurate last gift date

    112 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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  20. Allow sharing of question group to a form

    10 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Alex supported this idea  · 
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