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63 results found

  1. Select Share Document [Yes/No] when uploading a file

    It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.

    25 votes

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    Planned  ·  2 comments  ·  Notes, Tasks & Files  ·  Admin →
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  2. Custom Field in Tasks

    We would like to be able to add custom fields in Tasks. One data point we have tracked in Salesforce is whether an activity/task is a "quality contact". For example forwarding an event invitation might be a task, but forwarding a news story and including a special message that encourages someone to consider making a grant might be a "quality contact" task. We use "quality contacts" to measure our client relations team success. If we could add a check box to Tasks for "quality contacts" that would be great.

    21 votes

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    1 comment  ·  Notes, Tasks & Files  ·  Admin →
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  3. Description: We would like to request native DocuSign integration within CommunitySuite (CSuite). Currently, DocuSign integration appears to

    Description:
    We would like to request native DocuSign integration within CommunitySuite (CSuite).
    Currently, DocuSign integration appears to be available in other Foundant products such as Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM), but not within CSuite. This creates a gap in workflow efficiency for organizations that rely on CSuite for fund management, donor engagement, and grant processing.
    Adding DocuSign integration to CSuite would allow organizations to:

    Streamline document workflows (e.g., fund agreements, donor acknowledgments, and grant-related documentation)
    Reduce manual processing and duplicate data entry
    Improve turnaround times for signatures and approvals
    Maintain a centralized system of record within…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Notes, Tasks & Files  ·  Admin →
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