Settings and activity

17 results found

1. deceased

   18 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Carrie Giannakos commented  ·  May 12, 2025  ·  Edit…  ·  Delete…

   We are constantly updating our database to keep our profiles as up-to-date as possible. This change would help ensure our database works for, not against, us.

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   Carrie Giannakos supported this idea  ·  May 12, 2025

2. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   31 votes

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

   
   

   Carrie Giannakos supported this idea  ·  Feb 5, 2025

3. API for Constant Contact

   34 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Carrie Giannakos supported this idea  ·  Feb 5, 2025

4. email - integration with Outlook

   87 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Carrie Giannakos supported this idea  ·  Feb 5, 2025

5. ApplePay, PayPal, Venmo integration

   53 votes

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

   
   

   Carrie Giannakos supported this idea  ·  Feb 5, 2025

6. GLM/SLM changes syncing with csuite profiles

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Carrie Giannakos supported this idea  ·  Feb 5, 2025

7. Foundant for Outlook add-in: add date to note

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Carrie Giannakos supported this idea  ·  Feb 5, 2025

8. Include attachments from emails when using the new Outlook Integration.

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Carrie Giannakos supported this idea  ·  Feb 5, 2025

9. Allow Multiple File Attachments when Creating a Voucher

   50 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Carrie Giannakos supported this idea  ·  Feb 5, 2025

10. Ability to edit labels in WORD doc

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Carrie Giannakos supported this idea  ·  Feb 5, 2025

11. 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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    Carrie Giannakos supported this idea  ·  Feb 5, 2025

12. display future year's spendable amount on fund statement

    38 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Carrie Giannakos supported this idea  ·  Feb 5, 2025

13. Donor Portal Financials - Only Allow Reporting on Closed Periods

    105 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Carrie Giannakos supported this idea  ·  Feb 5, 2025

14. Expand capability of "add note to CSuite" Outlook integration

    89 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Carrie Giannakos supported this idea  ·  Feb 5, 2025

15. Sync attachments in csuite and glm

    29 votes

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

    
    

    Carrie Giannakos supported this idea  ·  May 9, 2023

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

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Carrie Giannakos supported this idea  ·  Jan 26, 2023

17. Change Fund Group at a Point in Time

    97 votes

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

    
    

    Carrie Giannakos supported this idea  ·  May 20, 2022