Skip to content
← IDEA LAB

Settings and activity

14 results found

  1. email - integration with Outlook

    87 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Hollie Short commented  · 

    Can currently copy profile ID for profiles in Little Green Light when sending emails out of Outlook and the email will automatically attach to the profile as a note. Big step backwards for them to have to manually copy and paste or attach emails to profiles in CommuintySuite.
    Would really like to have an Outlook plugin that would allow them to sync emails into CommunitySuite.

  2. Wealth search third party software to integrate with CSuite

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  3. Linking profiles to funds- multiple links at a time

    59 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  4. Having the opportunity to upload video or even a YouTube link would allow organizations to showcase their work.

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Feedback Needed  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Hollie Short commented  · 

    Need the ability for grantees to upload a video into GLM. Do not want to upload to YouTube and share the link because if the video is removed from YouTube the foundation loses the recording.

  5. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  6. Distribution Audit Details - Make available prior to posting

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  7. Docusign Integration

    144 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  8. One Log In Across Foundant Platforms

    227 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  9. Opportunity Tasks Notes Need to Show Up on the Fund

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  10. Include email responses in Contact email history

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  11. Forward emails from outside of Foundant into the System

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  12. Forms for Committee Members

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  · 

  13. Evaluating Follow-up submissions

    102 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Hollie Short commented  · 

    A client I am working with in the sales process would really like to have Follow Up Evaluations as their committee evaluates the progress of multi-year grants against their goals prior to completing a site visit, which is ultimately used to determine if they will continue funding the grant project.

    Hollie Short supported this idea  · 

  14. Board Member Access to Follow Up Reports

    56 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Proposed Idea  ·  27 comments  ·  GLM & SLM Idea Lab » Reviewing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Hollie Short supported this idea  ·