Settings and activity

11 results found

1. Merge suggestion should automatically be removed when an individual is added to household

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Patti Biera shared this idea  ·  Sep 28, 2023

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

   28 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

   
   

   Patti Biera supported this idea  ·  May 30, 2023

3. 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  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Patti Biera supported this idea  ·  May 30, 2023

4. Task Email Reminder to include task description

   13 votes

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

   
   

   Patti Biera supported this idea  ·  Mar 23, 2023

5. FA Donation notifications should include tribute information

   73 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Patti Biera supported this idea  ·  Mar 21, 2023

6. Preferred Contact Profile Field

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   32 votes

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

   
   

   Patti Biera shared this idea  ·  Mar 21, 2023

7. Adding prospect profile reports and incorporating prospect research fields

   8 votes

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

   
   

   Patti Biera supported this idea  ·  Mar 21, 2023

8. profile search

   29 votes

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

   
   

   Patti Biera supported this idea  ·  Jan 18, 2023

9. Docusign Integration

   135 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Patti Biera supported this idea  ·  Dec 20, 2022

10. Custom Additional Fields for Tickets in Event Campaigns

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Patti Biera supported this idea  ·  Aug 23, 2022

11. One Log In Across Foundant Platforms

    223 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Patti Biera supported this idea  ·  Aug 23, 2022