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CommunitySuite Idea Lab

CommunitySuite Idea Lab

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6 results found

  1. idea lab

    Often when Foundant support is unable to help with a situation due to product limitations, they'll suggest that I submit it to the Idea Lab. I understand that I have a vested interest and want to see the product improve, but sometimes I'm in a state of doing my best to get work completed. I don't always have time to log into the Idea Lab, search to see if the idea is already out there, then, if it's not re-explain my situation in a new Idea Lab post.

    I wonder if Foundant support might develop a mechanism where, when they…

    21 votes

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    2 comments  ·  Other  ·  Admin →
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  2. term investment - need 1099 interest report

    A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.

    2 votes

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    Under Consideration  ·  0 comments  ·  Other  ·  Admin →
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  3. CC and BCC E-mail to attach donor correspondence

    I would like to suggest adding a function that allows users to cc or bcc a email sent externally (through Outlook or Gmail) to that donors profile. In past roles, I have had this ability - If I included this address in my email it was attached to the donor profile with a matching e-mail address. It's good and soooooo valuable in communicating!

    Little Green Light is an example of a CRM that empowers this.

    25 votes

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    Under Consideration  ·  7 comments  ·  Other  ·  Admin →
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  4. Wealth search third party software to integrate with CSuite

    We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.

    17 votes

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    Under Consideration  ·  3 comments  ·  Other  ·  Admin →
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  5. investment strategy: option set a dollar amount

    It would be nice to have the ability to set investment strategies by dollar amount and not just percentages. We have some funds that have multiple investment strategies and need to be able to hold a flat dollar amount rather than a percentage of the fund.

    17 votes

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    Under Consideration  ·  5 comments  ·  Other  ·  Admin →
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  6. E-Mail Attachment and Responses

    It would be great if you could attach a document to an e-mail and also when the person responds, it goes into their Profile record

    6 votes

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    Under Consideration  ·  0 comments  ·  Other  ·  Admin →
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