Settings and activity

46 results found

1. chat box

   23 votes

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   4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hank supported this idea  ·  Jul 10, 2023

2. Secure option to obtain ACH information

   192 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Hank supported this idea  ·  Jul 10, 2023

3. Donations: change fund

   62 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Hank supported this idea  ·  Jun 16, 2023

4. Grant Letters - Need Ability to Customize Process & Edit Letters

   45 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Hank supported this idea  ·  Jun 16, 2023

5. Add # of Gifts field to Profile reports

   40 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hank supported this idea  ·  Jun 16, 2023

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

   58 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hank supported this idea  ·  Jun 16, 2023

7. Combine credit card fees with the donation amount

   115 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hank supported this idea  ·  Jun 16, 2023

8. Wealth search third party software to integrate with CSuite

   17 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Hank commented  ·  May 22, 2023  ·  Edit…  ·  Delete…

   Yeah, we use iWave, and it would be nice. It's a fantastic service.

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   Hank supported this idea  ·  May 22, 2023

9. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

   27 votes

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   3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hank supported this idea  ·  May 22, 2023

10. board portal

    188 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hank supported this idea  ·  Sep 19, 2022

11. Attached files sorted most recent at the top (or options to select sort).

    40 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hank supported this idea  ·  Aug 3, 2022

12. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    105 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Hank supported this idea  ·  Aug 3, 2022

13. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hank supported this idea  ·  Aug 3, 2022

14. Add ability to link Opportunity to a Profile that served as a referral

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hank supported this idea  ·  Aug 3, 2022

15. Accidental duplicate donations by donors

    29 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hank supported this idea  ·  Aug 3, 2022

16. Recurring Alerts on Home Menu

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    89 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Hank supported this idea  ·  Aug 3, 2022
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    Hank commented  ·  Aug 3, 2022  ·  Edit…  ·  Delete…

    Ideally, they would just create a user dashboard that would list all things that need to be accomplished by the user.90% of other CRMs have this feature. There's no reason Csuite shouldn't have this after so many years in existence.

    CRMs should speed up your workflow. Csuite does compared to not having a CRM. But, not much more than that.

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17. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Hank supported this idea  ·  Jul 25, 2022

18. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hank supported this idea  ·  Jul 25, 2022

19. Color code outward facing fields

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hank supported this idea  ·  Jul 25, 2022

20. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Hank supported this idea  ·  Jul 25, 2022
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    Hank commented  ·  Jul 25, 2022  ·  Edit…  ·  Delete…

    We use HelloSign, which would also be nice to have.

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