Settings and activity

77 results found

1. Closed Funds should appear in Red in Relationships tab

   75 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 25, 2024

2. Custom Reports: Multiple Filters

   106 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 25, 2024

3. board portal

   160 votes

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   7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Julie Dowell supported this idea  ·  Apr 25, 2024

4. Create ability to attach files to a note

   54 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 25, 2024

5. FA Donation notifications should include tribute information

   40 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 25, 2024

6. Enable Two-Factor Authentication via Text Message

   79 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 23, 2024

7. Ticket Purchaser & Guests In One Spot

   24 votes

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

   
   

   Julie Dowell supported this idea  ·  Apr 16, 2024

8. Custom Additional Fields for Tickets in Event Campaigns

   28 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

9. Campaigns Without Tickets for Online Donations

   77 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

10. auto receipt

    21 votes

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

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024

11. Select Multiple Tickets in One Payment Without Having to Restart Process

    22 votes

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

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024

12. Expand campaign capabilities beyond mailing and events

    22 votes

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

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024

13. Add to Calendar on Emailed Event Receipt and/or Event page

    26 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

14. Moving Sandbox campaign to live CSuite

    32 votes

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

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024

15. Automated Workflows for Donor Stewardship

    16 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie Dowell commented  ·  Apr 16, 2024  ·  Edit…  ·  Delete…

    Workflow design is a must for a CRM. If we can't have integrated workflows, then lots of critical data is living outside of our Csuite database and we hope and pray that users add the information to Csuite. That is not best practice.

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    Julie Dowell supported this idea  ·  Apr 16, 2024

16. Docusign Integration

    114 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Dowell commented  ·  Apr 16, 2024  ·  Edit…  ·  Delete…

    It would be great to have DocuSign integrated with CSuite. All of our agreements are signed in DocuSign.

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    Julie Dowell supported this idea  ·  Apr 16, 2024

17. One Log In Across Foundant Platforms

    198 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

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

    13 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

19. Make Opportunity Type Inactive

    25 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

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024

20. Opportunity Pop Up Notification

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    23 votes

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

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024