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100 results found

  1. Link Tasks to the Stages in Opportunities

    32 votes

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    1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  2. Color code outward facing fields

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  3. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  4. Docusign Integration

    142 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  5. Add Profile Fund Category to Fund Advisor Fund Custom Report

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  6. Opportunity Task Workflow

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  7. Automated Workflows for Donor Stewardship

    23 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Elizabeth Messerli commented  · 

    Yes! Would love this feature!

    Elizabeth Messerli supported this idea  · 

  8. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  9. Note block view and sizing s/b across full screen.

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  10. Profile changes (ex: name, address) should not update historical information.

    55 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  11. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  12. Add # of Gifts field to Profile reports

    42 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

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

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  14. Custom Field permission by record type

    29 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  15. Adding Pronouns

    34 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  16. I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican

    9 votes

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    Feedback Needed  ·  5 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  17. Duplicate Org Search/Merge Help

    29 votes

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    Feedback Needed  ·  8 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  18. Two contacts assigned to grant applications.

    162 votes

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    Feedback Needed  ·  23 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  19. Summary report for individual reviewers

    109 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Elizabeth Messerli supported this idea  · 

  20. Request Status Name and Additional Options

    142 votes

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    Proposed Idea  ·  20 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Elizabeth Messerli supported this idea  · 
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