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3 results found

  1. Copilot (AI) data integration

    Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.

    The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we…

    10 votes

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    Under Consideration  ·  0 comments  ·  System Data  ·  Admin →
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  2. Docusign Integration

    Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    146 votes

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    Under Consideration  ·  5 comments  ·  System Data  ·  Admin →
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  3. Navigation - Add Save option to left side menu

    Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    52 votes

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    Under Consideration  ·  2 comments  ·  System Data  ·  Admin →
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