Settings and activity

53 results found

1. Multiple Email Options for Communications

   35 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Sep 25, 2024

2. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Liz Ackerson supported this idea  ·  Sep 25, 2024

3. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   39 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Liz Ackerson supported this idea  ·  Sep 25, 2024

4. Syncing a Csuite campaign into an already existing Mailchimp tag

   35 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Sep 25, 2024

5. board portal

   205 votes

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

   
   

   Liz Ackerson supported this idea  ·  Sep 25, 2024

6. Reports: Freeze the column headers

   56 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Sep 25, 2024

7. Last Donation Date does not reflect accurate last gift date

   117 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Aug 16, 2024

8. birthday - option to not include year

   116 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Aug 16, 2024

9. profiles: display relationship and engagement tab numbers

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   69 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Liz Ackerson supported this idea  ·  Aug 16, 2024

10. Recurring Alerts on Home Menu

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    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Liz Ackerson supported this idea  ·  Aug 16, 2024

11. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Liz Ackerson supported this idea  ·  Feb 14, 2024

12. Docusign Integration

    145 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Liz Ackerson supported this idea  ·  Feb 14, 2024

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

    31 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

    
    

    Liz Ackerson supported this idea  ·  Feb 14, 2024