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7 results found

  1. Evaluator User Role Should Be Customizable by Process or Permissions

    11 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kate Wilson commented  · 

    please add more permissions levels!

    Kate Wilson supported this idea  · 

  2. Task Calendar Invite

    19 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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  3. CC and BCC E-mail to attach donor correspondence

    25 votes

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    Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Kate Wilson commented  · 

    This would significantly enhance CRM functionality.

    An error occurred while saving the comment
    Kate Wilson commented  · 

    so does Salesforce

    Kate Wilson supported this idea  · 
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    Kate Wilson commented  · 

    Create a BCC option in MS Outlook that will automatically convert the Outlook email to a Note in CSuite posted to a Profile with a matching email address. This is an option for Salesforce users which works very well. It also allows more functionality for the email, including HTML formatting and sending attachments. And would be much better for one-off emails to donors, etc (versus group emails via MailChimp)

  4. Donor Contact

    23 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kate Wilson supported this idea  · 

  5. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Kate Wilson supported this idea  · 

  6. email - integration with Outlook

    70 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kate Wilson commented  · 

    OR - create a BCC option in Outlook that will automatically convert the Outlook email to a Note in CSuite posted to a Profile with a matching email address. This is an option for Salesforce users which works very well. It also allows more functionality for the email, including HTML formatting and sending attachments.

  7. Grant- post by payment option

    36 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Kate Wilson commented  · 

    please add this functionality